Ballast Advisors’s Bank First Corp BFC Stock Holding History

Ballast Advisors’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	–	Sell	-1,138	Closed	-$154K	–	215
2026 Q1	$154K	Buy	+1,138	New	+$155K	0.04%	130

Other funds holding BFC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

MFG

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Ballast Advisors's BFC Position: Q2 2026 in Review

Ballast Advisors sold out of Bank First Corp (BFC) in Q2 2026, closing a stake of 1,138 shares — an estimated $154K sold.

Ballast Advisors first reported a position in BFC in Q1 2026 and held it in 1 quarter. The position peaked at $154K in Q1 2026. 170 funds tracked by Wall St. Rank hold BFC as of Q2 2026.

Ballast Advisors reported no remaining Bank First Corp position as of Q2 2026 after selling out during the quarter.
Ballast Advisors sold 1,138 Bank First Corp shares in Q2 2026, an estimated $154K.
Ballast Advisors first reported a position in Bank First Corp in Q1 2026 and held it in 1 quarter.
Ballast Advisors's Bank First Corp position peaked at $154K in Q1 2026.
170 funds tracked by Wall St. Rank held Bank First Corp as of Q2 2026.

Based on Ballast Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.