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Beacon Pointe Advisors’s Bank First Corp BFC Stock Holding History

Beacon Pointe 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 		$1.46M Hold
9,858
– – 0.01% 881
2026
Q1 		$1.33M Hold
9,858
– – 0.01% 887
2025
Q4 		$1.2M Sell
9,858
-70
-0.7% -$8.92K 0.01% 770
2025
Q3 		$1.2M Sell
9,928
-4
-0% -$498 0.01% 701
2025
Q2 		$1.17M Sell
9,932
-1,862
-16% -$207K 0.01% 624
2025
Q1 		$1.19M Sell
11,794
-4,739
-29% -$480K 0.01% 591
2024
Q4 		$1.64M Sell
16,533
-169
-1% -$16.7K 0.02% 505
2024
Q3 		$1.51M Buy
16,702
+4
+0% +$354 0.02% 528
2024
Q2 		$1.38M Sell
16,698
-379
-2% -$30.6K 0.02% 554
2024
Q1 		$1.48M Hold
17,077
– – 0.02% 571
2023
Q4 		$1.48M Buy
17,077
+1,231
+8% +$102K 0.02% 560
2023
Q3 		$1.22M Buy
15,846
+12,941
+445% +$1.06M 0.02% 571
2023
Q2 		$242K Hold
2,905
– – ﹤0.01% 951
2023
Q1 		$214K Hold
2,905
– – ﹤0.01% 1042
2022
Q4 		$270K Sell
2,905
-1,760
-38% -$156K 0.01% 902
2022
Q3 		$357K Sell
4,665
-15,197
-77% -$1.19M 0.01% 743
2022
Q2 		$1.5M Sell
19,862
-1,963
-9% -$141K 0.03% 382
2022
Q1 		$1.57M Buy
+21,825
New +$1.55M 0.02% 502

Other funds holding BFC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
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
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Beacon Pointe Advisors's BFC Position: Q2 2026 in Review

Beacon Pointe Advisors held its Bank First Corp (BFC) position steady in Q2 2026 at 9,858 shares worth $1.46M. The position accounts for 0.01% of the portfolio, ranked #881.

Beacon Pointe Advisors first reported a position in BFC in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.64M in Q4 2024. 170 funds tracked by Wall St. Rank hold BFC as of Q2 2026.

  • Beacon Pointe Advisors held 9,858 shares of Bank First Corp worth $1.46M as of Q2 2026.
  • Beacon Pointe Advisors left its Bank First Corp share count unchanged in Q2 2026.
  • Bank First Corp made up 0.01% of Beacon Pointe Advisors's portfolio in Q2 2026, its #881 holding.
  • Beacon Pointe Advisors first reported a position in Bank First Corp in Q1 2022 and has held it in 18 quarters since.
  • Beacon Pointe Advisors's Bank First Corp position peaked at $1.64M in Q4 2024.
  • 170 funds tracked by Wall St. Rank held Bank First Corp as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.