Invesco Ltd. reports 41.31% increase in ownership of CFW / Capitol Federal Financial, Inc.

Capitol Federal Financial, Inc.

DE ˙ DB ˙ US14057J1016

6,50 € 0,00 (0,00%)

2026-06-01
AKTIENPREIS

Security	DE:CFW / Capitol Federal Financial, Inc.
Institution	Invesco Ltd.
Latest Disclosed Ownership	1,986,089 shares
Latest Disclosed Value	$ 14,160,814

On May 12, 2026 - Invesco Ltd. filed a 13F-HR form disclosing ownership of 1,986,089 shares of Capitol Federal Financial, Inc. (DE:CFW) valued at $11,817,230 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 19, 2026 disclosing 1,405,495 shares of Capitol Federal Financial, Inc.. This represents a change in shares of 41.31% during the quarter. The current value of the position is $12,909,578 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	Reported Shares	ΔShares	ΔShares (%)	Reported Value (x1000)	ΔValue (%)	Alloc (%)
2026-05-12	2026-03-31	13F	CAPITOL FED FINL	COM	14057J101	1,986,089	580,594	41.31	14,161	47.95	0.0003
2026-02-19	2025-12-31	13F	CAPITOL FED FINL	COM	14057J101	1,405,495	-1,016,217	-41.96	9,571	-37.76	0.0015
2025-11-13	2025-09-30	13F	CAPITOL FED FINL	COM	14057J101	2,421,712	110,022	4.76	15,378	9.05	0.0024
2025-08-13	2025-06-30	13F	CAPITOL FED FINL	COM	14057J101	2,311,690	469,641	25.50	14,101	36.70	0.0024
2025-05-12	2025-03-31	13F	CAPITOL FED FINL	COM	14057J101	1,842,049	243,002	15.20	10,315	9.15	0.0020
2025-02-13	2024-12-31	13F	CAPITOL FED FINL	COM	14057J101	1,599,047	867,870	118.69	9,450	121.31	0.0017
2024-11-12	2024-09-30	13F	CAPITOL FED FINL	COM	14057J101	731,177	14,866	2.08	4,270	8.60	0.0008
2024-08-13	2024-06-30	13F	CAPITOL FED FINL	COM	14057J101	716,311	-39,427	-5.22	3,933	-12.70	0.0008
2024-05-14	2024-03-31	13F	CAPITOL FED FINL	COM	14057J101	755,738	178,933	31.02	4,504	21.08	0.0010
2024-02-13	2023-12-31	13F	CAPITOL FED FINL	COM	14057J101	576,805	11,489	2.03	3,720	37.98	0.0009
2023-11-13	2023-09-30	13F	CAPITOL FED FINL	COM	14057J101	565,316	-610,513	-51.92	2,697	-62.83	0.0007
2023-08-11	2023-06-30	13F	CAPITOL FED FINL	COM	14057J101	1,175,829	-13,888	-1.17	7,255	-9.39	0.0019
2023-05-12	2023-03-31	13F	CAPITOL FED FINL	COM	14057J101	1,189,717	-77,371	-6.11	8,007	-26.95	0.0022
2023-02-13	2022-12-31	13F	CAPITOL FED FINL	COM	14057J101	1,267,088	3,080	0.24	10,960	4.46	0.0032
2022-11-14	2022-09-30	13F	CAPITOL FED FINL	COM	14057J101	1,264,008	43,505	3.56	10,492	-6.35	0.0034
2022-08-15	2022-06-30	13F	CAPITOL FED FINL	COM	14057J101	1,220,503	-83,380	-6.39	11,204	-21.02	0.0034
2022-05-16	2022-03-31	13F	CAPITOL FED FINL	COM	14057J101	1,303,883	32,608	2.56	14,186	-1.51	0.0036
2022-02-14	2021-12-31	13F	CAPITOL FED FINL	COM	14057J101	1,271,275	69,680	5.80	14,403	4.32	0.0035
2021-11-15	2021-09-30	13F	CAPITOL FED FINL	COM	14057J101	1,201,595	87,555	7.86	13,806	5.20	0.0035
2021-08-17	2021-06-30	13F	CAPITOL FED FINL	COM	14057J101	1,114,040	-244,624	-18.00	13,123	-27.08	0.0032
2021-05-17	2021-03-31	13F	CAPITOL FED FINL	COM	14057J101	1,358,664	63,850	4.93	17,996	11.18	0.0048
2021-02-16	2020-12-31	13F	CAPITOL FED FINL	COM	14057J101	1,294,814	1,097,783	557.16	16,186	786.42	0.0047
2020-11-16	2020-09-30	13F	CAPITOL FED FINL	COM	14057J101	197,031	-6,277	-3.09	1,826	-18.41	0.0006
2020-08-14	2020-06-30	13F	CAPITOL FED FINL	COM	14057J101	203,308	-19,249	-8.65	2,238	-13.36	0.0008
2020-05-15	2020-03-31	13F	CAPITOL FED FINL	COM	14057J101	222,557	-37,650	-14.47	2,583	-27.71	0.0011
2020-02-14	2019-12-31	13F	CAPITOL FED FINL	COM	14057J101	260,207	-17,171	-6.19	3,573	-6.51	0.0011
2019-11-14	2019-09-30	13F	CAPITOL FED FINL	COM	14057J101	277,378	-5,756	-2.03	3,822	-1.97	0.0010
2019-08-14	2019-06-30	13F/A-1	CAPITOL FED FINL	COM	14057J101	283,134	-16,042	-5.36	3,899	-2.38	0.0010
2019-08-14	2019-06-30	13F	CAPITOL FED FINL	COM	14057J101	283,134	-16,042		3,899
2019-05-15	2019-03-31	13F	CAPITOL FED FINL	COM	14057J101	299,176	-29,971	-9.11	3,994	-4.97	0.0013
2019-02-14	2018-12-31	13F	CAPITOL FED FINL	COM	14057J101	329,147	46,764	16.56	4,203	16.81	0.0016
2018-11-14	2018-09-30	13F	CAPITOL FED FINL	COM	14057J101	282,383	6,183	2.24	3,598	-0.99	0.0011
2018-08-14	2018-06-30	13F	CAPITOL FED FINL	COM	14057J101	276,200	-17,121	-5.84	3,634	0.33	0.0012
2018-05-15	2018-03-31	13F	CAPITOL FED FINL	COM	14057J101	293,321	215,510	276.97	3,622	247.27	0.0014
2018-02-14	2017-12-31	13F	CAPITOL FED FINL	COM	14057J101	77,811	-18	-0.02	1,043	-8.83	0.0004
2017-11-14	2017-09-30	13F	CAPITOL FED FINL	COM	14057J101	77,829	-189	-0.24	1,144	3.16	0.0004
2017-08-14	2017-06-30	13F	CAPITOL FED FINL	COM	14057J101	78,018	-4,737	-5.72	1,109	-8.35	0.0003
2017-05-15	2017-03-31	13F	CAPITOL FED FINL	COM	14057J101	82,755	3,365	4.24	1,210	-7.42	0.0004
2017-02-14	2016-12-31	13F	CAPITOL FED FINL	COM	14057J101	79,390	6,738	9.27	1,307	27.89	0.0004
2016-11-14	2016-09-30	13F	CAPITOL FED FINL	COM	14057J101	72,652	-48	-0.07	1,022	0.69	0.0004
2016-08-15	2016-06-30	13F	CAPITOL FED FINL	COM	14057J101	72,700	-2,396	-3.19	1,015	1.91	0.0004
2016-05-16	2016-03-31	13F	CAPITOL FED FINL	COM	14057J101	75,096	-18,615	-19.86	996	-15.38	0.0004
2016-02-16	2015-12-31	13F	CAPITOL FED FINL	COM	14057J101	93,711	-252	-0.27	1,177	3.34	0.0005
2015-11-16	2015-09-30	13F	CAPITOL FED FINL	COM	14057J101	93,963	-1,909	-1.99	1,139	-1.30	0.0005
2015-08-14	2015-06-30	13F	CAPITOL FEDERAL FINANCIAL	COMMON	14057J101	95,872	5,414	5.99	1,154	2.03	0.0005
2015-05-15	2015-03-31	13F	CAPITOL FEDERAL FINANCIAL	COMMON	14057J101	90,458	150	0.17	1,131	-1.99	0.0004
2015-02-13	2014-12-31	13F	CAPITOL FEDERAL FINANCIAL	COMMON	14057J101	90,308	6,656	7.96	1,154	16.68	0.0004
2014-11-14	2014-09-30	13F	CAPITOL FEDERAL FINANCIAL	COMMON	14057J101	83,652	4,124	5.19	989	2.28	0.0004
2014-08-14	2014-06-30	13F	CAPITOL FEDERAL FINANCIAL	COMMON	14057J101	79,528	5,644	7.64	967	4.20	0.0004
2014-05-15	2014-03-31	13F	CAPITOL FEDERAL FINANCIAL	COMMON	14057J101	73,884	-172,733	-70.04	928	-68.92	0.0004
2014-02-13	2013-12-31	13F	CAPITOL FEDERAL FINANCIAL	COMMON	14057J101	246,617	62,963	34.28	2,986	30.85	0.0012
2013-11-13	2013-09-30	13F	CAPITOL FEDERAL FINANCIAL	COMMON	14057J101	183,654	78,185	74.13	2,282	78.14	0.0010
2013-08-14	2013-06-30	13F	CAPITOL FEDERAL FINANCIAL	COMMON	14057J101	105,469	105,469		1,281		0.0006

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.