Annex Advisory Services’s Bank First Corp BFC Stock Holding History

Annex Advisory Services’s Portfolio BFC Stock Details BFC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.07M	Sell	7,165 -327	-4%	-$49.7K	0.02%	201
2026 Q2	$1.11M	Buy	+7,492	New	+$1.07M	0.02%	189
2026 Q1	–	Sell	-8,375	Closed	-$1.02M	–	380
2025 Q4	$1.02M	Buy	+8,375	New	+$1.07M	0.02%	179
2021 Q4	–	Sell	-12,892	Closed	-$914K	–	255
2021 Q3	$914K	Sell	12,892 -944	-7%	-$65.8K	0.07%	115
2021 Q2	$965K	Hold	13,836	–	–	0.08%	120
2021 Q1	$1.04M	Sell	13,836 -263	-2%	-$18.6K	0.1%	109
2020 Q4	$914K	Sell	14,099 -800	-5%	-$52.5K	0.09%	113
2020 Q3	$875K	Sell	14,899 -500	-3%	-$31.2K	0.11%	78
2020 Q2	$987K	Hold	15,399	–	–	0.14%	67
2020 Q1	$862K	Hold	15,399	–	–	0.12%	71
2019 Q4	$1.08M	Hold	15,399	–	–	0.13%	68
2019 Q3	$1.02M	Buy	+15,399	New	+$935K	0.14%	69

Other funds holding BFC

Prairie Advisory Leawood, Kansas $863M AUM

Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return

Linden Thomas Advisory Services Charlotte, North Carolina $1.26B AUM 37.95% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Ellsworth Advisors Hudson, Ohio $620M AUM 38.17% 1-Year Est. Return

Thompson Investment Management Madison, Wisconsin $873M AUM 26.56% 1-Year Est. Return

McGlone Suttner Wealth Management Appleton, Wisconsin $861M AUM 14.77% 1-Year Est. Return

FORM Wealth Advisors Lake Geneva, Wisconsin $896M AUM 12.75% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Diversified Management Milwaukee, Wisconsin $573M AUM 24.64% 1-Year Est. Return

Annex Advisory Services's BFC Position: Q3 2026 in Review

Annex Advisory Services reduced its Bank First Corp (BFC) stake by 4.4% in Q3 2026, selling an estimated $49.7K and leaving 7,165 shares worth $1.07M. The position accounts for 0.02% of the portfolio, ranked #201.

Annex Advisory Services first reported a position in BFC in Q3 2019 and has held it in 12 quarters since. The position peaked at $1.11M in Q2 2026. 24 funds tracked by Wall St. Rank hold BFC as of Q3 2026.

Annex Advisory Services held 7,165 shares of Bank First Corp worth $1.07M as of Q3 2026.
Annex Advisory Services sold 327 Bank First Corp shares in Q3 2026, an estimated $49.7K.
Bank First Corp made up 0.02% of Annex Advisory Services's portfolio in Q3 2026, its #201 holding.
Annex Advisory Services first reported a position in Bank First Corp in Q3 2019 and has held it in 12 quarters since.
Annex Advisory Services's Bank First Corp position peaked at $1.11M in Q2 2026.
24 funds tracked by Wall St. Rank held Bank First Corp as of Q3 2026.

Based on Annex Advisory Services's 13F filing for Q3 2026, filed 16 Oct 2026.