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 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

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

LTAS

Linden Thomas Advisory Services Charlotte, North Carolina $1.24B AUM 47.37% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Ellsworth Advisors Hudson, Ohio $609M AUM 52.37% 1-Year Est. Return

TIM

Thompson Investment Management Madison, Wisconsin $872M AUM 35.59% 1-Year Est. Return

FWA

FORM Wealth Advisors Lake Geneva, Wisconsin $909M AUM

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Diversified Management Milwaukee, Wisconsin $468M AUM

TIA

TCFG Investment Advisors Laguna Niguel, California $297M AUM

CWP

Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return

Annex Advisory Services's BFC Position: Q2 2026 in Review

Annex Advisory Services opened a new position in Bank First Corp (BFC) in Q2 2026: 7,492 shares worth $1.11M. The stake represents 0.02% of the portfolio and ranks #189 among its holdings. This is a return to the name: Annex Advisory Services previously reported a position in BFC as recently as Q4 2025.

Annex Advisory Services first reported a position in BFC in Q3 2019 and has held it in 11 quarters since. 16 funds tracked by Wall St. Rank hold BFC as of Q2 2026.

Annex Advisory Services held 7,492 shares of Bank First Corp worth $1.11M as of Q2 2026.
Bank First Corp was a new Annex Advisory Services position in Q2 2026.
Bank First Corp made up 0.02% of Annex Advisory Services's portfolio in Q2 2026, its #189 holding.
Annex Advisory Services first reported a position in Bank First Corp in Q3 2019 and has held it in 11 quarters since.
16 funds tracked by Wall St. Rank held Bank First Corp as of Q2 2026.

Based on Annex Advisory Services's 13F filing for Q2 2026, filed 10 Jul 2026.