Back to BANFP
Curated Wealth Partners LLC → BANFP
Curated Wealth Partners LLC BANFP Position History
BFC Capital Trust II PFD TR 7.20% • Banking
Quarters held
10
Latest value
$237K
Q3 2026
Peak value
$358K
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $358K |
| Q4 2025 | $115K |
| Q1 2026 | $173K |
| Q1 2026 | $300K |
| Q2 2026 | $54K |
| Q2 2026 | $23K |
| Q2 2026 | $284K |
| Q2 2026 | $165K |
| Q3 2026 | $142K |
| Q3 2026 | $237K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $237K | 2.2K | — | — |
| Q3 2026 | $142K | 1.3K | — | — |
| Q2 2026 | $165K | 1.5K | — | — |
| Q2 2026 | $284K | 2.6K | — | — |
| Q2 2026 | $23K | 20.0K | — | — |
| Q2 2026 | $54K | 2.7K | — | — |
| Q1 2026 | $300K | 2.8K | — | — |
| Q1 2026 | $173K | 1.6K | — | — |
| Q4 2025 | $115K | 1.1K | — | — |
| Q4 2025 | $358K | 3.4K | — | — |
Other funds holding BANFP
$275.9M
$268M
$244.8M
$222.8M
$173.8M
$164.5M
$163.2M