LPL Financial

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 $5.7T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Renaissance Technologies

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

PL Capital Advisors Naples, Florida $332M AUM 17.89% 1-Year Est. Return

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

Acadian Asset Management

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

BHZ Capital Management San Jose, California $61.6M AUM 9.79% 1-Year Est. Return