Capitol Federal Financial, Inc.
DE ˙ DB ˙ US14057J1016
6,35 € ↓ -0,25 (-3,79%)
2026-06-04
AKTIENPREIS
SecurityDE:CFW / Capitol Federal Financial, Inc.
InstitutionCerity Partners LLC
Latest Disclosed Ownership151,594 shares
Latest Disclosed Value $ 1,080,869
Cerity Partners LLC reports 4.16% increase in ownership of CFW / Capitol Federal Financial, Inc.

On May 15, 2026 - Cerity Partners LLC filed a 13F-HR form disclosing ownership of 151,594 shares of Capitol Federal Financial, Inc. (DE:CFW) valued at $901,984 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 145,546 shares of Capitol Federal Financial, Inc.. This represents a change in shares of 4.16% during the quarter. The current value of the position is $962,622 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-15 2026-03-31 13F CAPITOL FED FINL COM 14057J101 151,594 6,048 4.16 1,081 8.98 0.0015
2026-02-11 2025-12-31 13F CAPITOL FED FINL COM 14057J101 145,546 48,414 49.84 991 60.88 0.0014
2025-10-22 2025-09-30 13F CAPITOL FED FINL COM 14057J101 97,132 33,491 52.62 617 58.76 0.0010
2025-08-13 2025-06-30 13F CAPITOL FED FINL Stock 14057J101 63,641 10,393 19.52 388 30.20 0.0007
2025-04-30 2025-03-31 13F CAPITOL FED FINL Stock 14057J101 53,248 18,219 52.01 298 44.66 0.0006
2025-02-13 2024-12-31 13F CAPITOL FED FINL COM 14057J101 35,029 -7,617 -17.86 206 -17.27 0.0004
2024-11-12 2024-09-30 13F CAPITOL FED FINL Stock 14057J101 42,646 25,287 145.67 249 162.11 0.0006
2024-08-13 2024-06-30 13F CAPITOL FED FINL Stock 14057J101 17,359 5,987 52.65 95 41.79 0.0003
2024-05-14 2024-03-31 13F CAPITOL FED FINL Equities 14057J101 11,372 11,372 68 0.0002
2023-08-14 2023-06-30 13F CAPITOL FED FINL Equities 14057J101 0 -1,659 -100.00 0 -100.00
2023-05-11 2023-03-31 13F CAPITOL FED FINL Equities 14057J101 1,659 1,659 2,224 0.0052
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.