Covestor’s Bank First Corp BFC Stock Holding History

Covestor’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	$1K	Sell	5 -3	-38%	-$409	﹤0.01%	1974
2025 Q4	$1K	Sell	8 -2	-20%	-$255	﹤0.01%	1991
2025 Q3	$1K	Hold	10	–	–	﹤0.01%	2017
2025 Q2	$1K	Sell	10 -14	-58%	-$1.56K	﹤0.01%	1938
2025 Q1	$3K	Sell	24 -13	-35%	-$1.32K	﹤0.01%	1771
2024 Q4	$4K	Buy	37 +22	+147%	+$2.18K	﹤0.01%	1745
2024 Q3	$1K	Sell	15 -2	-12%	-$177	﹤0.01%	1902
2024 Q2	$1K	Buy	17 +3	+21%	+$242	﹤0.01%	1931
2024 Q1	$1K	Buy	14 +12	+600%	+$1.01K	﹤0.01%	1907
2023 Q4	$0	Buy	2 +1	+100%	+$83	﹤0.01%	2152
2023 Q3	$0	Sell	1 -2	-67%	-$164	﹤0.01%	2121
2023 Q2	$0	Sell	3 -1	-25%	-$75	﹤0.01%	2134
2023 Q1	$0	Hold	4	–	–	﹤0.01%	2025
2022 Q4	$0	Buy	+4	New	+$355	﹤0.01%	2072

Other funds holding BFC

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Merit Financial Group Alpharetta, Georgia $13.4B AUM 19.09% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return