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Wealthspire Advisors (New York)’s Capitol Federal Financial CFFN Stock Holding History

Wealthspire Advisors (New York)’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
2025
Q4 		– Sell
-589
Closed -$3.74K – 1347
2025
Q3 		$3.74K Buy
+589
New +$3.68K ﹤0.01% 2430

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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
HAM
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State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Wealthspire Advisors (New York)'s CFFN Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Capitol Federal Financial (CFFN) in Q4 2025, closing a stake of 589 shares — an estimated $3.74K sold.

Wealthspire Advisors (New York) first reported a position in CFFN in Q3 2025 and held it in 1 quarter. The position peaked at $3.74K in Q3 2025. 257 funds tracked by Wall St. Rank hold CFFN as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Capitol Federal Financial position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 589 Capitol Federal Financial shares in Q4 2025, an estimated $3.74K.
  • Wealthspire Advisors (New York) first reported a position in Capitol Federal Financial in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Capitol Federal Financial position peaked at $3.74K in Q3 2025.
  • 257 funds tracked by Wall St. Rank held Capitol Federal Financial as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.