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Creative Planning BANFP Position History
BFC Capital Trust II PFD TR 7.20% • Banking
Quarters held
8
Latest value
$3M
Q3 2026
Peak value
$3M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $2.2M |
| Q3 2025 | $20K |
| Q4 2025 | $1.4M |
| Q1 2026 | $1.3M |
| Q2 2026 | $16K |
| Q2 2026 | $1.5M |
| Q3 2026 | $101K |
| Q3 2026 | $3M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $3M | 28.2K | — | — |
| Q3 2026 | $101K | 962 | — | — |
| Q2 2026 | $1.5M | 13.2K | — | — |
| Q2 2026 | $16K | 142 | — | — |
| Q1 2026 | $1.3M | 12.3K | — | — |
| Q4 2025 | $1.4M | 12.8K | — | — |
| Q3 2025 | $20K | 162 | — | — |
| Q3 2025 | $2.2M | 17.8K | — | — |
Other funds holding BANFP
$275.9M
$268M
$244.8M
$222.8M
$173.8M
$164.5M
$163.2M