DM
BFC icon

Diversified Management’s Bank First Corp BFC Stock Holding History

Diversified 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 		$287K Sell
1,929
-100
-5% -$15.2K 0.05% 210
2026
Q2 		$301K Hold
2,029
– – 0.06% 140
2026
Q1 		$274K Hold
2,029
– – 0.05% 227
2025
Q4 		$247K Buy
+2,029
New +$258K 0.06% 153

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
Annex Advisory Services
Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 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
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

Diversified Management's BFC Position: Q3 2026 in Review

Diversified Management reduced its Bank First Corp (BFC) stake by 4.9% in Q3 2026, selling an estimated $15.2K and leaving 1,929 shares worth $287K. The position accounts for 0.05% of the portfolio, ranked #210.

Diversified Management first reported a position in BFC in Q4 2025 and has held it in 4 quarters since. The position peaked at $301K in Q2 2026. 18 funds tracked by Wall St. Rank hold BFC as of Q3 2026.

  • Diversified Management held 1,929 shares of Bank First Corp worth $287K as of Q3 2026.
  • Diversified Management sold 100 Bank First Corp shares in Q3 2026, an estimated $15.2K.
  • Bank First Corp made up 0.05% of Diversified Management's portfolio in Q3 2026, its #210 holding.
  • Diversified Management first reported a position in Bank First Corp in Q4 2025 and has held it in 4 quarters since.
  • Diversified Management's Bank First Corp position peaked at $301K in Q2 2026.
  • 18 funds tracked by Wall St. Rank held Bank First Corp as of Q3 2026.

Based on Diversified Management's 13F filing for Q3 2026, filed 8 Oct 2026.