LPL Financial’s BankFinancial BFIN Stock Holding History

LPL Financial’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
2020 Q1	–	Sell	-181,647	Closed	-$2.38M	–	3232
2019 Q4	$2.38M	Sell	181,647 -4,377	-2%	-$57K	﹤0.01%	1241
2019 Q3	$2.21M	Hold	186,024	–	–	﹤0.01%	1196
2019 Q2	$2.6M	Hold	186,024	–	–	0.01%	1102
2019 Q1	$2.77M	Sell	186,024 -111,515	-37%	-$1.69M	0.01%	1011
2018 Q4	$4.45M	Hold	297,539	–	–	0.01%	725
2018 Q3	$4.74M	Hold	297,539	–	–	0.01%	759
2018 Q2	$5.25M	Sell	297,539 -17,389	-6%	-$304K	0.01%	694
2018 Q1	$5.35M	Sell	314,928 -13,635	-4%	-$218K	0.01%	669
2017 Q4	$5.04M	Sell	328,563 -30,000	-8%	-$479K	0.02%	659
2017 Q3	$5.7M	Sell	358,563 -3,472	-1%	-$54.3K	0.02%	555
2017 Q2	$5.4M	Sell	362,035 -15,000	-4%	-$222K	0.02%	533
2017 Q1	$5.45M	Hold	377,035	–	–	0.04%	397
2016 Q4	$5.65M	Sell	377,035 -35,650	-9%	-$485K	0.04%	364
2016 Q3	$5.11M	Buy	+412,685	New	+$5.12M	0.05%	373

Other funds holding BFIN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

PCA

PL Capital Advisors Naples, Florida $360M AUM 32.54% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BCM

BHZ Capital Management San Jose, California $88M AUM 9.79% 1-Year Est. Return

LPL Financial's BFIN Position: Q1 2020 in Review

LPL Financial sold out of BankFinancial (BFIN) in Q1 2020, closing a stake of 181,647 shares — an estimated $2.38M sold.

LPL Financial first reported a position in BFIN in Q3 2016 and held it in 14 quarters. The position peaked at $5.7M in Q3 2017. 68 funds tracked by Wall St. Rank hold BFIN as of Q1 2020.

LPL Financial reported no remaining BankFinancial position as of Q1 2020 after selling out during the quarter.
LPL Financial sold 181,647 BankFinancial shares in Q1 2020, an estimated $2.38M.
LPL Financial first reported a position in BankFinancial in Q3 2016 and held it in 14 quarters.
LPL Financial's BankFinancial position peaked at $5.7M in Q3 2017.
68 funds tracked by Wall St. Rank held BankFinancial as of Q1 2020.

Based on LPL Financial's 13F filing for Q1 2020, filed 14 May 2020.