TWD
BFIN

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

IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return