MLFP
BFIN

MPS Loria Financial Planners’s BankFinancial BFIN Stock Holding History

MPS Loria Financial Planners’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
2021
Q2 		– Sell
-1,134
Closed -$11K – 149
2021
Q1 		$11K Sell
1,134
-1
-0.1% -$10 0.01% 283
2020
Q4 		$10K Hold
1,135
– – ﹤0.01% 291
2020
Q3 		$8K Hold
1,135
– – ﹤0.01% 247
2020
Q2 		$10K Buy
+1,135
New +$9.08K 0.01% 248
2017
Q3 		– Sell
-1,134
Closed -$18K – 108
2017
Q2 		$18K Buy
+1,134
New +$16.8K 0.01% 236

Other funds holding BFIN

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $770M AUM 28.42% 1-Year Est. Return
PCA
PL Capital Advisors Naples, Florida $360M AUM 32.54% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
MI
M3F Inc Salt Lake City, Utah $422M AUM 42.84% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
BCM
BHZ Capital Management San Jose, California $88M AUM 9.79% 1-Year Est. Return

MPS Loria Financial Planners's BFIN Position: Q2 2021 in Review

MPS Loria Financial Planners sold out of BankFinancial (BFIN) in Q2 2021, closing a stake of 1,134 shares — an estimated $11K sold.

MPS Loria Financial Planners first reported a position in BFIN in Q2 2017 and held it in 5 quarters. The position peaked at $18K in Q2 2017. 49 funds tracked by Wall St. Rank hold BFIN as of Q2 2021.

  • MPS Loria Financial Planners reported no remaining BankFinancial position as of Q2 2021 after selling out during the quarter.
  • MPS Loria Financial Planners sold 1,134 BankFinancial shares in Q2 2021, an estimated $11K.
  • MPS Loria Financial Planners first reported a position in BankFinancial in Q2 2017 and held it in 5 quarters.
  • MPS Loria Financial Planners's BankFinancial position peaked at $18K in Q2 2017.
  • 49 funds tracked by Wall St. Rank held BankFinancial as of Q2 2021.

Based on MPS Loria Financial Planners's 13F filing for Q2 2021, filed 20 Jul 2021.