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Capital Performance Advisors’s Bank First Corp BFC Stock Holding History

Capital Performance 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
2024
Q4 		– Sell
-14
Closed -$1.27K – 464
2024
Q3 		$1.27K Buy
+14
New +$1.24K ﹤0.01% 1784

Other funds holding BFC

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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
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
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
NAS
Nicolet Advisory Services Green Bay, Wisconsin $1.48B AUM 17.28% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Capital Performance Advisors's BFC Position: Q4 2024 in Review

Capital Performance Advisors sold out of Bank First Corp (BFC) in Q4 2024, closing a stake of 14 shares — an estimated $1.27K sold.

Capital Performance Advisors first reported a position in BFC in Q3 2024 and held it in 1 quarter. The position peaked at $1.27K in Q3 2024. 117 funds tracked by Wall St. Rank hold BFC as of Q4 2024.

  • Capital Performance Advisors reported no remaining Bank First Corp position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 14 Bank First Corp shares in Q4 2024, an estimated $1.27K.
  • Capital Performance Advisors first reported a position in Bank First Corp in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's Bank First Corp position peaked at $1.27K in Q3 2024.
  • 117 funds tracked by Wall St. Rank held Bank First Corp as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.