Charles Schwab
BFC icon

Charles Schwab’s Bank First Corp BFC Stock Holding History

Charles Schwab’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 		$12.6M Buy
85,178
+1,211
+1% +$173K ﹤0.01% 2046
2026
Q1 		$11.3M Buy
83,967
+9,203
+12% +$1.25M ﹤0.01% 2041
2025
Q4 		$9.11M Sell
74,764
-771
-1% -$98.2K ﹤0.01% 2185
2025
Q3 		$9.16M Buy
75,535
+352
+0.5% +$43.8K ﹤0.01% 2159
2025
Q2 		$8.85M Buy
75,183
+477
+0.6% +$53.1K ﹤0.01% 2078
2025
Q1 		$7.53M Sell
74,706
-857
-1% -$86.8K ﹤0.01% 2088
2024
Q4 		$7.49M Buy
75,563
+693
+0.9% +$68.6K ﹤0.01% 2145
2024
Q3 		$6.79M Buy
74,870
+4,480
+6% +$397K ﹤0.01% 2213
2024
Q2 		$5.81M Buy
70,390
+891
+1% +$71.9K ﹤0.01% 2291
2024
Q1 		$6.02M Buy
69,499
+954
+1% +$80.7K ﹤0.01% 2218
2023
Q4 		$5.94M Buy
68,545
+1,007
+1% +$83.2K ﹤0.01% 2232
2023
Q3 		$5.21M Buy
67,538
+42,240
+167% +$3.46M ﹤0.01% 2235
2023
Q2 		$2.1M Buy
25,298
+4,447
+21% +$333K ﹤0.01% 2534
2023
Q1 		$1.53M Buy
20,851
+387
+2% +$30.8K ﹤0.01% 2597
2022
Q4 		$1.9M Buy
20,464
+4,144
+25% +$368K ﹤0.01% 2586
2022
Q3 		$1.25M Sell
16,320
-214
-1% -$16.7K ﹤0.01% 2718
2022
Q2 		$1.25M Sell
16,534
-404
-2% -$29.1K ﹤0.01% 2710
2022
Q1 		$1.22M Buy
16,938
+81
+0.5% +$5.77K ﹤0.01% 2779
2021
Q4 		$1.22M Buy
16,857
+453
+3% +$32.2K ﹤0.01% 2839
2021
Q3 		$1.16M Sell
16,404
-17
-0.1% -$1.18K ﹤0.01% 2819
2021
Q2 		$1.15M Buy
16,421
+899
+6% +$64.2K ﹤0.01% 2881
2021
Q1 		$1.16M Buy
15,522
+18
+0.1% +$1.27K ﹤0.01% 2806
2020
Q4 		$1M Buy
15,504
+345
+2% +$22.6K ﹤0.01% 2768
2020
Q3 		$890K Sell
15,159
-642
-4% -$40K ﹤0.01% 2703
2020
Q2 		$1.01M Buy
15,801
+1,081
+7% +$62K ﹤0.01% 2621
2020
Q1 		$825K Buy
14,720
+66
+0.5% +$4.05K ﹤0.01% 2540
2019
Q4 		$1.03M Buy
14,654
+365
+3% +$24.9K ﹤0.01% 2586
2019
Q3 		$946K Buy
14,289
+2,265
+19% +$138K ﹤0.01% 2586
2019
Q2 		$830K Buy
+12,024
New +$797K ﹤0.01% 2635

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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Charles Schwab's BFC Position: Q2 2026 in Review

Charles Schwab increased its Bank First Corp (BFC) stake by 1.4% in Q2 2026, buying an estimated $173K and bringing the position to 85,178 shares worth $12.6M. The position accounts for ﹤0.01% of the portfolio, ranked #2046.

Charles Schwab first reported a position in BFC in Q2 2019 and has held it in 29 quarters since. 170 funds tracked by Wall St. Rank hold BFC as of Q2 2026.

  • Charles Schwab held 85,178 shares of Bank First Corp worth $12.6M as of Q2 2026.
  • Charles Schwab bought 1,211 Bank First Corp shares in Q2 2026, an estimated $173K.
  • Bank First Corp made up ﹤0.01% of Charles Schwab's portfolio in Q2 2026, its #2046 holding.
  • Charles Schwab first reported a position in Bank First Corp in Q2 2019 and has held it in 29 quarters since.
  • 170 funds tracked by Wall St. Rank held Bank First Corp as of Q2 2026.

Based on Charles Schwab's 13F filing for Q2 2026, filed 14 Aug 2026.