Commonwealth Equity Services
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Commonwealth Equity Services’s Bank First Corp BFC Stock Holding History

Commonwealth Equity Services’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 		$311K Buy
+2,300
New +$314K ﹤0.01% 3633
2025
Q4 		– Sell
-20,352
Closed -$2.47M – 4290
2025
Q3 		$2.47M Buy
20,352
+16,470
+424% +$2.05M ﹤0.01% 1844
2025
Q2 		$457K Sell
3,882
-362
-9% -$40.3K ﹤0.01% 3220
2025
Q1 		$428K Sell
4,244
-487
-10% -$49.3K ﹤0.01% 3158
2024
Q4 		$469K Buy
4,731
+105
+2% +$10.4K ﹤0.01% 3000
2024
Q3 		$420K Sell
4,626
-896
-16% -$79.4K ﹤0.01% 3046
2024
Q2 		$456K Sell
5,522
-31
-0.6% -$2.5K ﹤0.01% 2908
2024
Q1 		$481K Buy
5,553
+322
+6% +$27.2K ﹤0.01% 2851
2023
Q4 		$453K Buy
+5,231
New +$432K ﹤0.01% 2802
2021
Q1 		– Sell
-6,635
Closed -$430K – 3400
2020
Q4 		$430K Buy
6,635
+2
+0% +$131 ﹤0.01% 2257
2020
Q3 		$389K Buy
+6,633
New +$414K ﹤0.01% 2161

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MFG
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
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Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $245B 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