CAPTRUST FINANCIAL ADVISORS
Position in CFFN — Capitol Federal Financial, Inc.
CIK 1512024
RALEIGH, NC
Position in CFFN
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$780,256
+$135,476 QoQ
Shares Held
91,687
+1.4% QoQ
Ownership
0.073%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#72
of 246 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 16%
Shared 0%
None 84%
Common Shares in CFFN Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026CAPTRUST FINANCIAL ADVISORS holds $619,782,126 across 129 Banks - Regional names. CFFN ranks #73 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OZK |
Bank OZK
|
2,570,708 | $133,908,179 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
323,224 | $79,584,213 | |
| 3 | UMBF |
Umb Financial Corp
|
428,347 | $61,150,817 | |
| 4 | TFC |
Truist Financial Corp
|
680,372 | $33,896,133 | |
| 5 | FSBC |
Five Star Bancorp
|
467,107 | $22,743,439 | |
| 6 | USB |
US Bancorp De
|
375,575 | $22,684,730 | |
| 7 | NWG |
NatWest Group plc
|
1,013,954 | $17,876,009 | |
| 8 | MTB |
M&T Bank Corp
|
68,944 | $16,409,361 |
All Filings in CFFN
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $780,256 | 91,687 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $644,780 | 90,432 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $571,011 | 83,849 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $490,150 | 77,189 | Shares | Sole | 2025-11-19 | |
| 2025-06-30 | $390,241 | 63,974 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $317,811 | 56,752 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $329,157 | 55,695 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $314,758 | 53,897 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $258,183 | 47,028 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $261,632 | 43,898 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $412,064 | 63,886 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $236,258 | 49,530 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $312,103 | 50,584 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $325,597 | 48,380 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $427,578 | 49,431 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $362,876 | 43,720 | Shares | Sole | 2022-11-16 | |
| 2022-06-30 | $71,879 | 7,830 | Shares | Sole | 2022-08-23 | |
| 2022-03-31 | $87,573 | 8,049 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $52,151 | 4,603 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $54,359 | 4,731 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $29,190 | 2,478 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $33,178 | 2,504 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $3,250 | 260 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||