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Essential Partners’s Bank First Corp BFC Stock Holding History

Essential Partners’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 		$1.34K Hold
9
– – ﹤0.01% 2076
2026
Q2 		$1.33K Buy
+9
New +$1.28K ﹤0.01% 2117

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
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

Essential Partners's BFC Position: Q3 2026 in Review

Essential Partners held its Bank First Corp (BFC) position steady in Q3 2026 at 9 shares worth $1.34K. The position accounts for ﹤0.01% of the portfolio, ranked #2076.

Essential Partners first reported a position in BFC in Q2 2026 and has held it in 2 quarters since. 18 funds tracked by Wall St. Rank hold BFC as of Q3 2026.

  • Essential Partners held 9 shares of Bank First Corp worth $1.34K as of Q3 2026.
  • Essential Partners left its Bank First Corp share count unchanged in Q3 2026.
  • Bank First Corp made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #2076 holding.
  • Essential Partners first reported a position in Bank First Corp in Q2 2026 and has held it in 2 quarters since.
  • 18 funds tracked by Wall St. Rank held Bank First Corp as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.