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

Avantax 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
2025 Q2	$561K	Sell	4,766 -4,817	-50%	-$536K	﹤0.01%	1518
2025 Q1	$965K	Sell	9,583 -1,415	-13%	-$143K	0.01%	1106
2024 Q4	$1.09M	Buy	10,998 +313	+3%	+$31K	0.01%	1002
2024 Q3	$969K	Hold	10,685	–	–	0.01%	1041
2024 Q2	$882K	Sell	10,685 -202	-2%	-$16.3K	0.01%	1052
2024 Q1	$944K	Hold	10,887	–	–	0.01%	771
2023 Q4	$944K	Hold	10,887	–	–	0.01%	732
2023 Q3	$840K	Buy	10,887 +200	+2%	+$16.4K	0.01%	750
2023 Q2	$889K	Hold	10,687	–	–	0.01%	721
2023 Q1	$786K	Buy	10,687 +27	+0.3%	+$2.15K	0.01%	741
2022 Q4	$989K	Buy	+10,660	New	+$947K	0.01%	641

Other funds holding BFC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

MFG

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Avantax Advisory Services's BFC Position: Q2 2025 in Review

Avantax Advisory Services reduced its Bank First Corp (BFC) stake by 50% in Q2 2025, selling an estimated $536K and leaving 4,766 shares worth $561K. The position accounts for ﹤0.01% of the portfolio, ranked #1518.

Avantax Advisory Services first reported a position in BFC in Q4 2022 and has held it in 11 quarters since. The position peaked at $1.09M in Q4 2024. 116 funds tracked by Wall St. Rank hold BFC as of Q2 2025.

Avantax Advisory Services held 4,766 shares of Bank First Corp worth $561K as of Q2 2025.
Avantax Advisory Services sold 4,817 Bank First Corp shares in Q2 2025, an estimated $536K.
Bank First Corp made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1518 holding.
Avantax Advisory Services first reported a position in Bank First Corp in Q4 2022 and has held it in 11 quarters since.
Avantax Advisory Services's Bank First Corp position peaked at $1.09M in Q4 2024.
116 funds tracked by Wall St. Rank held Bank First Corp as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.