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Copeland Capital Management’s Bank First Corp BFC Stock Holding History

Copeland Capital Management’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 		$26.4K Hold
178
– – ﹤0.01% 233
2026
Q1 		$24K Hold
178
– – ﹤0.01% 232
2025
Q4 		$21.7K Hold
178
– – ﹤0.01% 237
2025
Q3 		$21.6K Hold
178
– – ﹤0.01% 231
2025
Q2 		$20.9K Hold
178
– – ﹤0.01% 220
2025
Q1 		$17.9K Buy
178
+88
+98% +$8.91K ﹤0.01% 225
2024
Q4 		$8.92K Buy
+90
New +$8.9K ﹤0.01% 238

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

Copeland Capital Management's BFC Position: Q2 2026 in Review

Copeland Capital Management held its Bank First Corp (BFC) position steady in Q2 2026 at 178 shares worth $26.4K. The position accounts for ﹤0.01% of the portfolio, ranked #233.

Copeland Capital Management first reported a position in BFC in Q4 2024 and has held it in 7 quarters since. 170 funds tracked by Wall St. Rank hold BFC as of Q2 2026.

  • Copeland Capital Management held 178 shares of Bank First Corp worth $26.4K as of Q2 2026.
  • Copeland Capital Management left its Bank First Corp share count unchanged in Q2 2026.
  • Bank First Corp made up ﹤0.01% of Copeland Capital Management's portfolio in Q2 2026, its #233 holding.
  • Copeland Capital Management first reported a position in Bank First Corp in Q4 2024 and has held it in 7 quarters since.
  • 170 funds tracked by Wall St. Rank held Bank First Corp as of Q2 2026.

Based on Copeland Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.