EWA
BFIN

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

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IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return