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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
Q2 		$323K Hold
2,179
– – 0.2% 146
2026
Q1 		$294K Hold
2,179
– – 0.19% 158
2025
Q4 		$265K Buy
+2,179
New +$278K 0.18% 159

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Vanguard Capital Management
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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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Comprehensive Money Management Services's BFC Position: Q2 2026 in Review

Comprehensive Money Management Services held its Bank First Corp (BFC) position steady in Q2 2026 at 2,179 shares worth $323K. The position accounts for 0.2% of the portfolio, ranked #146.

Comprehensive Money Management Services first reported a position in BFC in Q4 2025 and has held it in 3 quarters since. 170 funds tracked by Wall St. Rank hold BFC as of Q2 2026.

  • Comprehensive Money Management Services held 2,179 shares of Bank First Corp worth $323K as of Q2 2026.
  • Comprehensive Money Management Services left its Bank First Corp share count unchanged in Q2 2026.
  • Bank First Corp made up 0.2% of Comprehensive Money Management Services's portfolio in Q2 2026, its #146 holding.
  • Comprehensive Money Management Services first reported a position in Bank First Corp in Q4 2025 and has held it in 3 quarters since.
  • 170 funds tracked by Wall St. Rank held Bank First Corp as of Q2 2026.

Based on Comprehensive Money Management Services's 13F filing for Q2 2026, filed 17 Aug 2026.