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Comprehensive Money Management Services’s Bank First Corp BFC Stock Holding History

Comprehensive Money Management 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 		$294K Hold
2,179
– – 0.19% 158
2025
Q4 		$265K Buy
+2,179
New +$278K 0.18% 159

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VCM
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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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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

Comprehensive Money Management Services's BFC Position: Q1 2026 in Review

Comprehensive Money Management Services held its Bank First Corp (BFC) position steady in Q1 2026 at 2,179 shares worth $294K. The position accounts for 0.19% of the portfolio, ranked #158.

Comprehensive Money Management Services first reported a position in BFC in Q4 2025 and has held it in 2 quarters since. 150 funds tracked by Wall St. Rank hold BFC as of Q1 2026.

  • Comprehensive Money Management Services held 2,179 shares of Bank First Corp worth $294K as of Q1 2026.
  • Comprehensive Money Management Services left its Bank First Corp share count unchanged in Q1 2026.
  • Bank First Corp made up 0.19% of Comprehensive Money Management Services's portfolio in Q1 2026, its #158 holding.
  • Comprehensive Money Management Services first reported a position in Bank First Corp in Q4 2025 and has held it in 2 quarters since.
  • 150 funds tracked by Wall St. Rank held Bank First Corp as of Q1 2026.

Based on Comprehensive Money Management Services's 13F filing for Q1 2026, filed 23 Apr 2026.