PDS Planning, Inc

Position in CFFN — Capitol Federal Financial, Inc.

CIK 838618 DUBLIN, OH

Position in CFFN

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$113,344

+$18,380 QoQ

Shares Held

13,319

0.0% QoQ

Ownership

0.011%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#152

of 244 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

PDS Planning, Inc holds $13,284,176 across 24 Banks - Regional names. CFFN ranks #24 (0.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	HBAN	Huntington Bancshares Inc /Md/	126,637	$2,245,274
2	KB	KB Financial Group Inc.	11,908	$1,249,863
3	SHG	Shinhan Financial Group Co Ltd	19,494	$1,232,995
4	IBN	Icici Bank Ltd	39,669	$1,151,591
5	WF	Woori Financial Group Inc.	18,515	$1,062,761
6	MFG	Mizuho Financial Group Inc	78,912	$755,976
7	USB	US Bancorp \De\	9,314	$562,565
8	FITB	Fifth Third Bancorp	8,844	$498,536

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$113,344	13,319	0.0%	Shares	Sole	2026-08-05
2026-03-31	$94,964	13,319	0.0%	Shares	Sole	2026-04-22
2025-12-31	$90,702	13,319	0.0%	Shares	Sole	2026-01-26
2025-09-30	$84,575	13,319	+0.2%	Shares	Sole	2025-10-21
2025-06-30	$81,099	13,295	+0.4%	Shares	Sole	2025-07-24
2025-03-31	$74,127	13,237	0.0%	Shares	Sole	2025-04-24
2024-12-31	$78,230	13,237	0.0%	Shares	Sole	2025-02-10
2024-09-30	$77,304	13,237	+3.1%	Shares	Sole	2024-10-30
2024-06-30	$70,469	12,836	-1.9%	Shares	Sole	2024-08-08
2024-03-31	$77,980	13,084	-7.0%	Shares	Sole	2024-05-01
2023-12-31	$90,770	14,073	—	Shares	Sole	2024-02-01
No filing history on record for this holder in this stock.