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Crescent Grove Advisors’s Bank First Corp BFC Stock Holding History

Crescent Grove Advisors’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
2024
Q3 		– Sell
-2,880
Closed -$239K – 278
2024
Q2 		$239K Hold
2,880
– – 0.03% 248
2024
Q1 		$251K Sell
2,880
-3,000
-51% -$254K 0.03% 267
2023
Q4 		$511K Sell
5,880
-2,000
-25% -$165K 0.06% 172
2023
Q3 		$610K Hold
7,880
– – 0.08% 148
2023
Q2 		$658K Sell
7,880
-2,000
-20% -$150K 0.07% 143
2023
Q1 		$729K Sell
9,880
-2,000
-17% -$159K 0.08% 133
2022
Q4 		$1.11M Sell
11,880
-2,000
-14% -$178K 0.12% 109
2022
Q3 		$1.06M Sell
13,880
-1,000
-7% -$78K 0.12% 92
2022
Q2 		$1.13M Sell
14,880
-1,000
-6% -$72.1K 0.12% 94
2022
Q1 		$1.15M Sell
15,880
-2,000
-11% -$142K 0.11% 98
2021
Q4 		$1.3M Sell
17,880
-3,000
-14% -$213K 0.12% 93
2021
Q3 		$1.49M Sell
20,880
-5,000
-19% -$348K 0.16% 75
2021
Q2 		$1.81M Sell
25,880
-8,250
-24% -$589K 0.19% 64
2021
Q1 		$2.57M Hold
34,130
– – 0.3% 46
2020
Q4 		$2.22M Sell
34,130
-10,000
-23% -$656K 0.29% 45
2020
Q3 		$2.6M Buy
44,130
+183
+0.4% +$11.4K 0.52% 38
2020
Q2 		$2.83M Hold
43,947
– – 0.6% 34
2020
Q1 		$2.47M Sell
43,947
-160
-0.4% -$9.83K 0.55% 34
2019
Q4 		$3.1M Buy
44,107
+301
+0.7% +$20.6K 0.54% 37
2019
Q3 		$2.91M Hold
43,806
– – 0.56% 33
2019
Q2 		$3.03M Hold
43,806
– – 0.57% 34
2019
Q1 		$2.59M Hold
43,806
– – 0.53% 31
2018
Q4 		$2.05M Buy
+43,806
New +$2.15M 0.44% 39

Other funds holding BFC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
NAS
Nicolet Advisory Services Green Bay, Wisconsin $1.48B AUM 17.28% 1-Year Est. Return
SF
Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return

Crescent Grove Advisors's BFC Position: Q3 2024 in Review

Crescent Grove Advisors sold out of Bank First Corp (BFC) in Q3 2024, closing a stake of 2,880 shares — an estimated $239K sold.

Crescent Grove Advisors first reported a position in BFC in Q4 2018 and held it in 23 quarters. The position peaked at $3.1M in Q4 2019. 112 funds tracked by Wall St. Rank hold BFC as of Q3 2024.

  • Crescent Grove Advisors reported no remaining Bank First Corp position as of Q3 2024 after selling out during the quarter.
  • Crescent Grove Advisors sold 2,880 Bank First Corp shares in Q3 2024, an estimated $239K.
  • Crescent Grove Advisors first reported a position in Bank First Corp in Q4 2018 and held it in 23 quarters.
  • Crescent Grove Advisors's Bank First Corp position peaked at $3.1M in Q4 2019.
  • 112 funds tracked by Wall St. Rank held Bank First Corp as of Q3 2024.

Based on Crescent Grove Advisors's 13F filing for Q3 2024, filed 30 Oct 2024.