EverSource Wealth Advisors’s BankFinancial BFIN Stock Holding History

EverSource Wealth 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
2026 Q1	–	Sell	-71	Closed	-$852	–	4398
2025 Q4	$852	Buy	71 +22	+45%	+$260	﹤0.01%	3750
2025 Q3	$589	Buy	+49	New	+$581	﹤0.01%	3911

Other funds holding BFIN

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

EverSource Wealth Advisors's BFIN Position: Q1 2026 in Review

EverSource Wealth Advisors sold out of BankFinancial (BFIN) in Q1 2026, closing a stake of 71 shares — an estimated $852 sold.

EverSource Wealth Advisors first reported a position in BFIN in Q3 2025 and held it in 2 quarters. The position peaked at $852 in Q4 2025. 1 fund tracked by Wall St. Rank holds BFIN as of Q1 2026.

EverSource Wealth Advisors reported no remaining BankFinancial position as of Q1 2026 after selling out during the quarter.
EverSource Wealth Advisors sold 71 BankFinancial shares in Q1 2026, an estimated $852.
EverSource Wealth Advisors first reported a position in BankFinancial in Q3 2025 and held it in 2 quarters.
EverSource Wealth Advisors's BankFinancial position peaked at $852 in Q4 2025.
1 fund tracked by Wall St. Rank held BankFinancial as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.