Copeland Capital Management
BFC icon

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
Q3 		$26.5K Hold
178
– – ﹤0.01% 264
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

LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
EA
Ellsworth Advisors Hudson, Ohio $620M AUM 38.17% 1-Year Est. Return
TIM
Thompson Investment Management Madison, Wisconsin $873M AUM 26.56% 1-Year Est. Return
MSWM
McGlone Suttner Wealth Management Appleton, Wisconsin $861M AUM 14.77% 1-Year Est. Return
FWA
FORM Wealth Advisors Lake Geneva, Wisconsin $896M AUM 12.75% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
DM
Diversified Management Milwaukee, Wisconsin $573M AUM 24.64% 1-Year Est. Return
RCA
Resonant Capital Advisors Madison, Wisconsin $2.08B AUM 15.65% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Copeland Capital Management's BFC Position: Q3 2026 in Review

Copeland Capital Management held its Bank First Corp (BFC) position steady in Q3 2026 at 178 shares worth $26.5K. The position accounts for ﹤0.01% of the portfolio, ranked #264.

Copeland Capital Management first reported a position in BFC in Q4 2024 and has held it in 8 quarters since. 17 funds tracked by Wall St. Rank hold BFC as of Q3 2026.

  • Copeland Capital Management held 178 shares of Bank First Corp worth $26.5K as of Q3 2026.
  • Copeland Capital Management left its Bank First Corp share count unchanged in Q3 2026.
  • Bank First Corp made up ﹤0.01% of Copeland Capital Management's portfolio in Q3 2026, its #264 holding.
  • Copeland Capital Management first reported a position in Bank First Corp in Q4 2024 and has held it in 8 quarters since.
  • 17 funds tracked by Wall St. Rank held Bank First Corp as of Q3 2026.

Based on Copeland Capital Management's 13F filing for Q3 2026, filed 13 Oct 2026.