True Wealth Design’s Capitol Federal Financial CFFN Stock Holding History

True Wealth Design’s Portfolio CFFN Stock Details CFFN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.87K	Sell	572 -12	-2%	-$94	﹤0.01%	1340
2026 Q1	$4.16K	Sell	584 -15	-3%	-$107	﹤0.01%	1273
2025 Q4	$4.08K	Buy	599 +180	+43%	+$1.17K	﹤0.01%	1176
2025 Q3	$2.66K	Buy	419 +367	+706%	+$2.29K	﹤0.01%	1364
2025 Q2	$318	Sell	52 -80	-61%	-$453	﹤0.01%	1907
2025 Q1	$740	Sell	132 -854	-87%	-$4.98K	﹤0.01%	1392
2024 Q4	$5.83K	Sell	986 -230	-19%	-$1.47K	﹤0.01%	507
2024 Q3	$7.1K	Buy	+1,216	New	+$7.16K	﹤0.01%	490

Other funds holding CFFN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

HAM

HoldCo Asset Management Fort Lauderdale, Florida $1.56B AUM 45.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

True Wealth Design's CFFN Position: Q2 2026 in Review

True Wealth Design reduced its Capitol Federal Financial (CFFN) stake by 2.1% in Q2 2026, selling an estimated $94 and leaving 572 shares worth $4.87K. The position accounts for ﹤0.01% of the portfolio, ranked #1340.

True Wealth Design first reported a position in CFFN in Q3 2024 and has held it in 8 quarters since. The position peaked at $7.1K in Q3 2024. 245 funds tracked by Wall St. Rank hold CFFN as of Q2 2026.

True Wealth Design held 572 shares of Capitol Federal Financial worth $4.87K as of Q2 2026.
True Wealth Design sold 12 Capitol Federal Financial shares in Q2 2026, an estimated $94.
Capitol Federal Financial made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1340 holding.
True Wealth Design first reported a position in Capitol Federal Financial in Q3 2024 and has held it in 8 quarters since.
True Wealth Design's Capitol Federal Financial position peaked at $7.1K in Q3 2024.
245 funds tracked by Wall St. Rank held Capitol Federal Financial as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.