True Wealth Design’s BankFinancial BFIN Stock Holding History

True Wealth Design’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
2026 Q1	–	Sell	-11	Closed	-$132	–	2714
2025 Q4	$132	Sell	11 -5	-31%	-$59	﹤0.01%	2292
2025 Q3	$193	Buy	+16	New	+$190	﹤0.01%	2310

Other funds holding BFIN

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

True Wealth Design's BFIN Position: Q1 2026 in Review

True Wealth Design sold out of BankFinancial (BFIN) in Q1 2026, closing a stake of 11 shares — an estimated $132 sold.

True Wealth Design first reported a position in BFIN in Q3 2025 and held it in 2 quarters. The position peaked at $193 in Q3 2025. 1 fund tracked by Wall St. Rank holds BFIN as of Q1 2026.

True Wealth Design reported no remaining BankFinancial position as of Q1 2026 after selling out during the quarter.
True Wealth Design sold 11 BankFinancial shares in Q1 2026, an estimated $132.
True Wealth Design first reported a position in BankFinancial in Q3 2025 and held it in 2 quarters.
True Wealth Design's BankFinancial position peaked at $193 in Q3 2025.
1 fund tracked by Wall St. Rank held BankFinancial as of Q1 2026.

Based on True Wealth Design's 13F filing for Q1 2026, filed 13 Apr 2026.