PWPS
BFIN

Pinnacle Wealth Planning Services’s BankFinancial BFIN Stock Holding History

Pinnacle Wealth Planning Services’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
Q1 		– Sell
-433
Closed -$4K – 529
2020
Q4 		$4K Buy
+433
New +$3.49K ﹤0.01% 1711

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PCA
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Renaissance Technologies
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MI
M3F Inc Salt Lake City, Utah $422M AUM 42.84% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Pinnacle Wealth Planning Services's BFIN Position: Q1 2021 in Review

Pinnacle Wealth Planning Services sold out of BankFinancial (BFIN) in Q1 2021, closing a stake of 433 shares — an estimated $4K sold.

Pinnacle Wealth Planning Services first reported a position in BFIN in Q4 2020 and held it in 1 quarter. The position peaked at $4K in Q4 2020. 62 funds tracked by Wall St. Rank hold BFIN as of Q1 2021.

  • Pinnacle Wealth Planning Services reported no remaining BankFinancial position as of Q1 2021 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 433 BankFinancial shares in Q1 2021, an estimated $4K.
  • Pinnacle Wealth Planning Services first reported a position in BankFinancial in Q4 2020 and held it in 1 quarter.
  • Pinnacle Wealth Planning Services's BankFinancial position peaked at $4K in Q4 2020.
  • 62 funds tracked by Wall St. Rank held BankFinancial as of Q1 2021.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2021, filed 29 Apr 2021.