Creative Planning
BFC icon

Creative Planning’s Bank First Corp BFC Stock Holding History

Creative Planning’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 		$8.76M Buy
59,058
+378
+0.6% +$53.9K 0.01% 982
2026
Q1 		$7.93M Sell
58,680
-6
-0% -$818 0.01% 849
2025
Q4 		$7.15M Sell
58,686
-3,437
-6% -$438K 0.01% 773
2025
Q3 		$7.54M Buy
62,123
+4,961
+9% +$617K 0.01% 683
2025
Q2 		$6.73M Buy
57,162
+2,167
+4% +$241K 0.01% 661
2025
Q1 		$5.54M Buy
54,995
+2,246
+4% +$227K 0.01% 671
2024
Q4 		$5.23M Buy
+52,749
New +$5.22M 0.01% 646

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

Creative Planning's BFC Position: Q2 2026 in Review

Creative Planning increased its Bank First Corp (BFC) stake by 0.64% in Q2 2026, buying an estimated $53.9K and bringing the position to 59,058 shares worth $8.76M. The position accounts for 0.01% of the portfolio, ranked #982.

Creative Planning 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.

  • Creative Planning held 59,058 shares of Bank First Corp worth $8.76M as of Q2 2026.
  • Creative Planning bought 378 Bank First Corp shares in Q2 2026, an estimated $53.9K.
  • Bank First Corp made up 0.01% of Creative Planning's portfolio in Q2 2026, its #982 holding.
  • Creative Planning 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 Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.