Cerity Partners’s BankFinancial BFIN Stock Holding History

Cerity Partners’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	-57,228	Closed	-$687K	–	3251
2025 Q4	$687K	Sell	57,228 -1,114	-2%	-$13.2K	﹤0.01%	1904
2025 Q3	$702K	Buy	58,342 +2,013	+4%	+$23.9K	﹤0.01%	1772
2025 Q2	$652K	Sell	56,329 -1,337	-2%	-$16K	﹤0.01%	1732
2025 Q1	$729K	Sell	57,666 -4,641	-7%	-$59.3K	﹤0.01%	1573
2024 Q4	$759K	Hold	62,307	–	–	﹤0.01%	1546
2024 Q3	$759K	Buy	62,307 +18,212	+41%	+$208K	﹤0.01%	1545
2024 Q2	$454K	Sell	44,095 -19,406	-31%	-$196K	﹤0.01%	1589
2024 Q1	$667K	Buy	+63,501	New	+$653K	﹤0.01%	1460

Other funds holding BFIN

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

Cerity Partners's BFIN Position: Q1 2026 in Review

Cerity Partners sold out of BankFinancial (BFIN) in Q1 2026, closing a stake of 57,228 shares — an estimated $687K sold.

Cerity Partners first reported a position in BFIN in Q1 2024 and held it in 8 quarters. The position peaked at $759K in Q4 2024. 1 fund tracked by Wall St. Rank holds BFIN as of Q1 2026.

Cerity Partners reported no remaining BankFinancial position as of Q1 2026 after selling out during the quarter.
Cerity Partners sold 57,228 BankFinancial shares in Q1 2026, an estimated $687K.
Cerity Partners first reported a position in BankFinancial in Q1 2024 and held it in 8 quarters.
Cerity Partners's BankFinancial position peaked at $759K in Q4 2024.
1 fund tracked by Wall St. Rank held BankFinancial as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.