Carson Wealth (CWM LLC)
BFIN

Carson Wealth (CWM LLC)’s BankFinancial BFIN Stock Holding History

Carson Wealth (CWM LLC)’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
2026
Q1 		– Sell
-2,775
Closed -$33K – 5681
2025
Q4 		$33K Buy
2,775
+1,818
+190% +$21.5K ﹤0.01% 3881
2025
Q3 		$12K Buy
+957
New +$11.3K ﹤0.01% 4380

Other funds holding BFIN

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Carson Wealth (CWM LLC)'s BFIN Position: Q1 2026 in Review

Carson Wealth (CWM LLC) sold out of BankFinancial (BFIN) in Q1 2026, closing a stake of 2,775 shares — an estimated $33K sold.

Carson Wealth (CWM LLC) first reported a position in BFIN in Q3 2025 and held it in 2 quarters. The position peaked at $33K in Q4 2025. 1 fund tracked by Wall St. Rank holds BFIN as of Q1 2026.

  • Carson Wealth (CWM LLC) reported no remaining BankFinancial position as of Q1 2026 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 2,775 BankFinancial shares in Q1 2026, an estimated $33K.
  • Carson Wealth (CWM LLC) first reported a position in BankFinancial in Q3 2025 and held it in 2 quarters.
  • Carson Wealth (CWM LLC)'s BankFinancial position peaked at $33K in Q4 2025.
  • 1 fund tracked by Wall St. Rank held BankFinancial as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.