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Wealthstream Advisors’s Capitol Federal Financial CFFN Stock Holding History

Wealthstream Advisors’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
Q3 		$65.1K Buy
+10,251
New +$64.1K 0.01% 198
2025
Q2 		– Sell
-10,179
Closed -$57K – 185
2025
Q1 		$57K Sell
10,179
-464
-4% -$2.7K 0.01% 162
2024
Q4 		$62.9K Buy
+10,643
New +$67.8K 0.01% 162
2024
Q3 		– Sell
-10,000
Closed -$54.9K – 164
2024
Q2 		$54.9K Buy
+10,000
New +$52.1K 0.02% 144

Other funds holding CFFN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
HAM
HoldCo Asset Management Fort Lauderdale, Florida $1.34B AUM 28.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Wealthstream Advisors's CFFN Position: Q3 2025 in Review

Wealthstream Advisors opened a new position in Capitol Federal Financial (CFFN) in Q3 2025: 10,251 shares worth $65.1K. The stake represents 0.01% of the portfolio and ranks #198 among its holdings. This is a return to the name: Wealthstream Advisors previously reported a position in CFFN as recently as Q1 2025.

Wealthstream Advisors first reported a position in CFFN in Q2 2024 and has held it in 4 quarters since. 241 funds tracked by Wall St. Rank hold CFFN as of Q3 2025.

  • Wealthstream Advisors held 10,251 shares of Capitol Federal Financial worth $65.1K as of Q3 2025.
  • Capitol Federal Financial was a new Wealthstream Advisors position in Q3 2025.
  • Capitol Federal Financial made up 0.01% of Wealthstream Advisors's portfolio in Q3 2025, its #198 holding.
  • Wealthstream Advisors first reported a position in Capitol Federal Financial in Q2 2024 and has held it in 4 quarters since.
  • 241 funds tracked by Wall St. Rank held Capitol Federal Financial as of Q3 2025.

Based on Wealthstream Advisors's 13F filing for Q3 2025, filed 6 Nov 2025.