Wealthspire Advisors (New York)’s BankFinancial BFIN Stock Holding History

Wealthspire Advisors (New York)’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	-22,500	Closed	-$270K	–	947
2025 Q4	$270K	Hold	22,500	–	–	﹤0.01%	853
2025 Q3	$271K	Hold	22,500	–	–	﹤0.01%	701
2025 Q2	$260K	Hold	22,500	–	–	﹤0.01%	707
2025 Q1	$284K	Hold	22,500	–	–	﹤0.01%	653
2024 Q4	$286K	Sell	22,500 -22,500	-50%	-$281K	﹤0.01%	654
2024 Q3	$548K	Buy	+45,000	New	+$514K	0.01%	476

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Wealthspire Advisors (New York)'s BFIN Position: Q1 2026 in Review

Wealthspire Advisors (New York) sold out of BankFinancial (BFIN) in Q1 2026, closing a stake of 22,500 shares — an estimated $270K sold.

Wealthspire Advisors (New York) first reported a position in BFIN in Q3 2024 and held it in 6 quarters. The position peaked at $548K in Q3 2024. 1 fund tracked by Wall St. Rank holds BFIN as of Q1 2026.

Wealthspire Advisors (New York) reported no remaining BankFinancial position as of Q1 2026 after selling out during the quarter.
Wealthspire Advisors (New York) sold 22,500 BankFinancial shares in Q1 2026, an estimated $270K.
Wealthspire Advisors (New York) first reported a position in BankFinancial in Q3 2024 and held it in 6 quarters.
Wealthspire Advisors (New York)'s BankFinancial position peaked at $548K in Q3 2024.
1 fund tracked by Wall St. Rank held BankFinancial as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.