Wellington Management Group
CFFN icon

Wellington Management Group’s Capitol Federal Financial CFFN Stock Holding History

Wellington Management 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
2022
Q4 		– Sell
-39,834
Closed -$331K – 2004
2022
Q3 		$331K Hold
39,834
– – ﹤0.01% 1894
2022
Q2 		$366K Buy
39,834
+20,294
+104% +$200K ﹤0.01% 1905
2022
Q1 		$213K Buy
19,540
+8,657
+80% +$96.6K ﹤0.01% 2065
2021
Q4 		$123K Sell
10,883
-15,491
-59% -$183K ﹤0.01% 2138
2021
Q3 		$303K Hold
26,374
– – ﹤0.01% 2042
2021
Q2 		$311K Hold
26,374
– – ﹤0.01% 2023
2021
Q1 		$349K Buy
+26,374
New +$349K ﹤0.01% 1946

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Geode Capital Management
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Victory Capital Management
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Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Wellington Management Group's CFFN Position: Q4 2022 in Review

Wellington Management Group sold out of Capitol Federal Financial (CFFN) in Q4 2022, closing a stake of 39,834 shares — an estimated $331K sold.

Wellington Management Group first reported a position in CFFN in Q1 2021 and held it in 7 quarters. The position peaked at $366K in Q2 2022. 195 funds tracked by Wall St. Rank hold CFFN as of Q4 2022.

  • Wellington Management Group reported no remaining Capitol Federal Financial position as of Q4 2022 after selling out during the quarter.
  • Wellington Management Group sold 39,834 Capitol Federal Financial shares in Q4 2022, an estimated $331K.
  • Wellington Management Group first reported a position in Capitol Federal Financial in Q1 2021 and held it in 7 quarters.
  • Wellington Management Group's Capitol Federal Financial position peaked at $366K in Q2 2022.
  • 195 funds tracked by Wall St. Rank held Capitol Federal Financial as of Q4 2022.

Based on Wellington Management Group's 13F filing for Q4 2022, filed 13 Feb 2023.