Wealth Alliance Advisory Group’s Capitol Federal Financial CFFN Stock Holding History

Wealth Alliance Advisory Group’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	$105K	Hold	12,392	–	–	0.02%	200
2026 Q1	$88.4K	Hold	12,392	–	–	0.01%	194
2025 Q4	$84.4K	Hold	12,392	–	–	0.01%	196
2025 Q3	$78.7K	Hold	12,392	–	–	0.01%	190
2025 Q2	$75.6K	Sell	12,392 -550	-4%	-$3.11K	0.01%	185
2025 Q1	$72.5K	Hold	12,942	–	–	0.02%	194
2024 Q4	$76.5K	Sell	12,942 -500	-4%	-$3.19K	0.02%	187
2024 Q3	$78.5K	Hold	13,442	–	–	0.02%	191
2024 Q2	$73.8K	Hold	13,442	–	–	0.02%	189
2024 Q1	$80.1K	Hold	13,442	–	–	0.02%	186
2023 Q4	$86.7K	Sell	13,442 -62,438	-82%	-$335K	0.02%	179
2023 Q3	$362K	Hold	75,880	–	–	0.11%	116
2023 Q2	$468K	Hold	75,880	–	–	0.17%	95
2023 Q1	$511K	Sell	75,880 -20,000	-21%	-$163K	0.19%	82
2022 Q4	$829K	Hold	95,880	–	–	0.32%	53
2022 Q3	$796K	Hold	95,880	–	–	0.35%	48
2022 Q2	$880K	Hold	95,880	–	–	0.42%	41
2022 Q1	$1.04M	Hold	95,880	–	–	0.45%	42
2021 Q4	$1.09M	Hold	95,880	–	–	0.47%	36
2021 Q3	$1.1M	Hold	95,880	–	–	0.54%	34
2021 Q2	$1.13M	Hold	95,880	–	–	0.55%	36
2021 Q1	$1.27M	Hold	95,880	–	–	0.65%	30
2020 Q4	$1.2M	Hold	95,880	–	–	0.65%	30
2020 Q3	$888K	Buy	95,880 +12,288	+15%	+$120K	0.53%	34
2020 Q2	$920K	Sell	83,592 -1,588	-2%	-$18.2K	0.56%	32
2020 Q1	$989K	Sell	85,180 -20,000	-19%	-$256K	0.77%	29
2019 Q4	$1.44M	Hold	105,180	–	–	0.82%	28
2019 Q3	$1.47M	Sell	105,180 -921	-0.9%	-$12.6K	0.91%	28
2019 Q2	$1.45M	Hold	106,101	–	–	0.9%	29
2019 Q1	$1.47M	Hold	106,101	–	–	0.95%	25
2018 Q4	$1.35M	Sell	106,101 -700	-0.7%	-$8.99K	1.01%	25
2018 Q3	$1.36M	Buy	+106,801	New	+$1.41M	0.7%	33

Other funds holding CFFN

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Wealth Alliance Advisory Group's CFFN Position: Q2 2026 in Review

Wealth Alliance Advisory Group held its Capitol Federal Financial (CFFN) position steady in Q2 2026 at 12,392 shares worth $105K. The position accounts for 0.02% of the portfolio, ranked #200.

Wealth Alliance Advisory Group first reported a position in CFFN in Q3 2018 and has held it in 32 quarters since. The position peaked at $1.47M in Q3 2019. 56 funds tracked by Wall St. Rank hold CFFN as of Q2 2026.

Wealth Alliance Advisory Group held 12,392 shares of Capitol Federal Financial worth $105K as of Q2 2026.
Wealth Alliance Advisory Group left its Capitol Federal Financial share count unchanged in Q2 2026.
Capitol Federal Financial made up 0.02% of Wealth Alliance Advisory Group's portfolio in Q2 2026, its #200 holding.
Wealth Alliance Advisory Group first reported a position in Capitol Federal Financial in Q3 2018 and has held it in 32 quarters since.
Wealth Alliance Advisory Group's Capitol Federal Financial position peaked at $1.47M in Q3 2019.
56 funds tracked by Wall St. Rank held Capitol Federal Financial as of Q2 2026.

Based on Wealth Alliance Advisory Group's 13F filing for Q2 2026, filed 23 Jul 2026.