BFC Planning, Inc.’s Midland States Bancorp MSBI Stock Holding History

BFC Planning, Inc.’s Portfolio MSBI Stock Details MSBI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$45.8K	Sell	1,425 -1,000	-41%	-$32.6K	﹤0.01%	1595
2026 Q2	$75.5K	Buy	2,425 +1,425	+143%	+$38.4K	﹤0.01%	1354
2026 Q1	$22.3K	Hold	1,000	–	–	﹤0.01%	1661
2025 Q4	$21.2K	Hold	1,000	–	–	﹤0.01%	1730
2025 Q3	$17.1K	Hold	1,000	–	–	﹤0.01%	1656
2025 Q2	$17.3K	Hold	1,000	–	–	﹤0.01%	1555
2025 Q1	$17.1K	Hold	1,000	–	–	﹤0.01%	1527
2024 Q4	$24.4K	Hold	1,000	–	–	﹤0.01%	1383
2024 Q3	$22.4K	Buy	+1,000	New	+$22.7K	﹤0.01%	1395

Other funds holding MSBI

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Busey Bank Urbana, Illinois $4.17B AUM 25.7% 1-Year Est. Return

American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Patriot Financial Partners GP II Radnor, Pennsylvania $307M AUM 22.65% 1-Year Est. Return

BFC Planning, Inc.'s MSBI Position: Q3 2026 in Review

BFC Planning, Inc. reduced its Midland States Bancorp (MSBI) stake by 41% in Q3 2026, selling an estimated $32.6K and leaving 1,425 shares worth $45.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1595.

BFC Planning, Inc. first reported a position in MSBI in Q3 2024 and has held it in 9 quarters since. The position peaked at $75.5K in Q2 2026. 114 funds tracked by Wall St. Rank hold MSBI as of Q3 2026.

BFC Planning, Inc. held 1,425 shares of Midland States Bancorp worth $45.8K as of Q3 2026.
BFC Planning, Inc. sold 1,000 Midland States Bancorp shares in Q3 2026, an estimated $32.6K.
Midland States Bancorp made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q3 2026, its #1595 holding.
BFC Planning, Inc. first reported a position in Midland States Bancorp in Q3 2024 and has held it in 9 quarters since.
BFC Planning, Inc.'s Midland States Bancorp position peaked at $75.5K in Q2 2026.
114 funds tracked by Wall St. Rank held Midland States Bancorp as of Q3 2026.

Based on BFC Planning, Inc.'s 13F filing for Q3 2026, filed 13 Nov 2026.