Commonwealth Equity Services
BFIN

Commonwealth Equity Services’s BankFinancial BFIN Stock Holding History

Commonwealth Equity Services’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
2024
Q1 		– Sell
-23,269
Closed -$239K – 4027
2023
Q4 		$239K Buy
23,269
+258
+1% +$2.34K ﹤0.01% 3360
2023
Q3 		$198K Buy
+23,011
New +$199K ﹤0.01% 3386

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 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
BMCM
Black Maple Capital Management Milwaukee, Wisconsin $176M AUM 9.49% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Commonwealth Equity Services's BFIN Position: Q1 2024 in Review

Commonwealth Equity Services sold out of BankFinancial (BFIN) in Q1 2024, closing a stake of 23,269 shares — an estimated $239K sold.

Commonwealth Equity Services first reported a position in BFIN in Q3 2023 and held it in 2 quarters. The position peaked at $239K in Q4 2023. 37 funds tracked by Wall St. Rank hold BFIN as of Q1 2024.

  • Commonwealth Equity Services reported no remaining BankFinancial position as of Q1 2024 after selling out during the quarter.
  • Commonwealth Equity Services sold 23,269 BankFinancial shares in Q1 2024, an estimated $239K.
  • Commonwealth Equity Services first reported a position in BankFinancial in Q3 2023 and held it in 2 quarters.
  • Commonwealth Equity Services's BankFinancial position peaked at $239K in Q4 2023.
  • 37 funds tracked by Wall St. Rank held BankFinancial as of Q1 2024.

Based on Commonwealth Equity Services's 13F filing for Q1 2024, filed 29 Apr 2024.