CAPTRUST Financial Advisors
BFIN

CAPTRUST Financial Advisors’s BankFinancial BFIN Stock Holding History

CAPTRUST Financial Advisors’s Portfolio BFIN Stock Details BFIN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-27
Closed – – 2272
2022
Q2 		$0 Hold
27
– – ﹤0.01% 4934
2022
Q1 		$0 Hold
27
– – ﹤0.01% 4921
2021
Q4 		$0 Sell
27
-121
-82% -$1.34K ﹤0.01% 4767
2021
Q3 		$2K Sell
148
-61
-29% -$693 ﹤0.01% 4235
2021
Q2 		$2K Buy
209
+16
+8% +$171 ﹤0.01% 4147
2021
Q1 		$2K Buy
+193
New +$1.87K ﹤0.01% 4015

Other funds holding BFIN

MI
M3F Inc Salt Lake City, Utah $422M AUM 42.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SVBP
Strategic Value Bank Partners Cleveland, Ohio $143M AUM 32.32% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
BCM
BHZ Capital Management San Jose, California $88M AUM 9.79% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

CAPTRUST Financial Advisors's BFIN Position: Q3 2022 in Review

CAPTRUST Financial Advisors sold out of BankFinancial (BFIN) in Q3 2022, closing a stake of 27 shares.

CAPTRUST Financial Advisors first reported a position in BFIN in Q1 2021 and held it in 6 quarters. The position peaked at $2K in Q3 2021. 40 funds tracked by Wall St. Rank hold BFIN as of Q3 2022.

  • CAPTRUST Financial Advisors reported no remaining BankFinancial position as of Q3 2022 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 27 BankFinancial shares in Q3 2022.
  • CAPTRUST Financial Advisors first reported a position in BankFinancial in Q1 2021 and held it in 6 quarters.
  • CAPTRUST Financial Advisors's BankFinancial position peaked at $2K in Q3 2021.
  • 40 funds tracked by Wall St. Rank held BankFinancial as of Q3 2022.

Based on CAPTRUST Financial Advisors's 13F filing for Q3 2022, filed 16 Nov 2022.