Capitol Federal Financial, Inc.
US ˙ NasdaqGS ˙ US14057J1016

SecurityCFFN / Capitol Federal Financial, Inc.
InstitutionCaptrust Financial Advisors
Latest Disclosed Ownership90,432 shares
Latest Disclosed Value $ 644,759
Captrust Financial Advisors reports 7.85% increase in ownership of CFFN / Capitol Federal Financial, Inc.

On May 14, 2026 - Captrust Financial Advisors filed a 13F-HR form disclosing ownership of 90,432 shares of Capitol Federal Financial, Inc. (US:CFFN) valued at $644,780 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 83,849 shares of Capitol Federal Financial, Inc.. This represents a change in shares of 7.85% during the quarter. The current value of the position is $707,178 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)
2026-05-14 2026-03-31 13F CAPITOL FED FINL INC COM Stock 14057J101 90,432 6,583 7.85 645 12.78 0.0011
2026-02-17 2025-12-31 13F CAPITOL FED FINL INC COM Stock 14057J101 83,849 6,660 8.63 571 16.53 0.0011
2025-11-19 2025-09-30 13F CAPITOL FED FINL INC COM Stock 14057J101 77,189 13,215 20.66 490 25.64 0.0010
2025-08-15 2025-06-30 13F CAPITOL FED FINL INC COM Stock 14057J101 63,974 7,222 12.73 390 23.03 0.0009
2025-05-15 2025-03-31 13F CAPITOL FED FINL INC COM Stock 14057J101 56,752 1,057 1.90 318 -3.65 0.0008
2025-02-14 2024-12-31 13F CAPITOL FED FINL INC COM Stock 14057J101 55,695 1,798 3.34 329 4.78 0.0009
2024-11-14 2024-09-30 13F CAPITOL FED FINL INC COM Stock 14057J101 53,897 6,869 14.61 315 21.71 0.0009
2024-08-15 2024-06-30 13F CAPITOL FED FINL INC COM Stock 14057J101 47,028 3,130 7.13 258 -1.15 0.0008
2024-05-15 2024-03-31 13F CAPITOL FED FINL INC COM Stock 14057J101 43,898 -19,988 -31.29 262 -36.65 0.0010
2024-02-14 2023-12-31 13F CAPITOL FED FINL INC COM Stock 14057J101 63,886 14,356 28.98 412 74.58 0.0014
2023-11-15 2023-09-30 13F CAPITOL FED FINL INC COM Stock 14057J101 49,530 -1,054 -2.08 236 -24.36 0.0009
2023-08-15 2023-06-30 13F CAPITOL FED FINL INC COM Stock 14057J101 50,584 2,204 4.56 312 -4.00 0.0012
2023-05-15 2023-03-31 13F CAPITOL FED FINL INC COM Stock 14057J101 48,380 -1,051 -2.13 326 -23.89 0.0014
2023-02-15 2022-12-31 13F CAPITOL FED FINL INC COM Stock 14057J101 49,431 5,711 13.06 428 17.63 0.0022
2022-11-16 2022-09-30 13F CAPITOL FED FINL INC COM Stock 14057J101 43,720 35,890 458.37 363 404.17 0.0021
2022-08-23 2022-06-30 13F/A-1 CAPITOL FED FINL INC COM Common Stock 14057J101 7,830 -219 -2.72 72 -18.18 0.0005
2022-08-16 2022-06-30 13F CAPITOL FED FINL INC COM COM 14057J101 7,830 -219 72 0.0005
2022-05-16 2022-03-31 13F CAPITOL FED FINL COM 14057J101 8,049 3,446 74.86 88 69.23 0.0006
2022-02-14 2021-12-31 13F CAPITOL FED FINL INC COM Common Stock 14057J101 4,603 -128 -2.71 52 -3.70 0.0004
2021-11-16 2021-09-30 13F CAPITOL FED FINL INC COM Common Stock 14057J101 4,731 2,253 90.92 54 86.21 0.0004
2021-08-16 2021-06-30 13F CAPITOL FED FINL INC COM Common Stock 14057J101 2,478 -26 -1.04 29 -12.12 0.0003
2021-05-17 2021-03-31 13F CAPITOL FED FINL INC COM Common Stock 14057J101 2,504 2,244 863.08 33 1,000.00 0.0004
2021-02-16 2020-12-31 13F CAPITOL FED FINL INC COM Common Stock 14057J101 260 260 3 0.0000
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.