CFFN β€” CAPITOL FED FINL INC

Ownership history in Advisory Services Network, LLC  Β·  3 quarters on record

This page tracks every 13F SEC filing in which Advisory Services Network, LLC reported a position in CAPITOL FED FINL INC (CFFN). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

Position Intelligence

Advisory Services Network, LLC Γ— CFFN AI Analytics

πŸ“‰ Advisory Services Network, LLC underperformed the S&P 500 by –393.4% annually on this CFFN position. Average cost basis: $8.80. Maximum drawdown during holding period: –33.3%.

πŸ“ˆ Position Alpha vs SPY
-393.4%
annualised excess return

❌ Significantly underperformed the S&P 500 by 393.4% ann.
2 quarters analyzed

πŸ’° Entry Quality
$8.80
-30.0% vs current ($6.16)

Best entry: $7.87 (2020 Q1)  Β·  Worst: $9.24 (2019 Q4)

πŸ›‘οΈ Drawdown Resilience
–33.3%
max drawdown while held

πŸ’ͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.

πŸ’ͺ Fund Conviction
67%
buy-side decisions

2 adds Β· 1 trim. Bought during 1 of 2 down-price quarters. πŸ“ˆ More buys than sells across the holding period.

πŸ“‘ Position Trajectory
β†’ Stable
last 4–5 quarters trend

βš–οΈ Portfolio weight has remained relatively stable β€” conviction maintained.
Currently 0.0% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    CFFN price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 56 -25 -30.9% 0.00% $356 $6.16
2020 Q1 ADDED 81 +26 +47.3% 0.00% $1K $7.87
2019 Q4 INITIATED 55 β€” β€” 0.00% $1K $9.24

🏒 Other funds also holding CFFN

As of 2025 Q4 β€” sorted by position size

HoldCo Asset Management, LP 3Y 3.31% CRAMER ROSENTHAL MCGLYNN LLC 3Y 7Y 0.65% SHERBROOKE PARK ADVISERS LLC 3Y 0.45% Watershed Asset Management, L.L.C. 3Y 7Y 0.38% CSM Advisors, LLC 3Y 0.15% VIRTUS ADVISERS, LLC 3Y 7Y 0.13% AMERICAN FINANCIAL GROUP INC 3Y 7Y 0.09% FOX RUN MANAGEMENT, L.L.C. 3Y 7Y 0.07% Campbell & CO Investment Adviser LLC 3Y 7Y 0.06% Midwest Financial Group LLC 0.05%
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