Carson Wealth (CWM LLC)
BFC icon

Carson Wealth (CWM LLC)’s Bank First Corp BFC Stock Holding History

Carson Wealth (CWM LLC)’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
Q1 		$115K Sell
851
-55
-6% -$7.5K ﹤0.01% 3143
2025
Q4 		$110K Buy
906
+5
+0.6% +$637 ﹤0.01% 2990
2025
Q3 		$109K Buy
901
+232
+35% +$28.9K ﹤0.01% 2917
2025
Q2 		$79K Buy
669
+97
+17% +$10.8K ﹤0.01% 2910
2025
Q1 		$58K Buy
572
+365
+176% +$37K ﹤0.01% 2848
2024
Q4 		$21K Buy
207
+58
+39% +$5.74K ﹤0.01% 3394
2024
Q3 		$14K Buy
149
+94
+171% +$8.33K ﹤0.01% 3575
2024
Q2 		$5K Buy
55
+50
+1,000% +$4.04K ﹤0.01% 3841
2024
Q1 		$0 Buy
+5
New +$423 ﹤0.01% 4323
2023
Q2 		– Sell
-50
Closed -$4K – 4177
2023
Q1 		$4K Buy
+50
New +$3.98K ﹤0.01% 3358

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
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Carson Wealth (CWM LLC)'s BFC Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its Bank First Corp (BFC) stake by 6.1% in Q1 2026, selling an estimated $7.5K and leaving 851 shares worth $115K. The position accounts for ﹤0.01% of the portfolio, ranked #3143.

Carson Wealth (CWM LLC) first reported a position in BFC in Q1 2023 and has held it in 10 quarters since. 150 funds tracked by Wall St. Rank hold BFC as of Q1 2026.

  • Carson Wealth (CWM LLC) held 851 shares of Bank First Corp worth $115K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 55 Bank First Corp shares in Q1 2026, an estimated $7.5K.
  • Bank First Corp made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3143 holding.
  • Carson Wealth (CWM LLC) first reported a position in Bank First Corp in Q1 2023 and has held it in 10 quarters since.
  • 150 funds tracked by Wall St. Rank held Bank First Corp as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.