F/M Investments’s Bank First Corp BFC Stock Holding History

F/M Investments’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	$1.06M	Sell	7,150 -1,175	-14%	-$168K	0.05%	180
2026 Q1	$1.12M	Sell	8,325 -175	-2%	-$23.9K	0.07%	159
2025 Q4	$1.04M	Sell	8,500 -22,500	-73%	-$2.87M	0.04%	287
2025 Q3	$3.76M	Hold	31,000	–	–	0.15%	168
2025 Q2	$3.65M	Hold	31,000	–	–	0.13%	171
2025 Q1	$3.12M	Hold	31,000	–	–	0.12%	170
2024 Q4	$3.07M	Hold	31,000	–	–	0.11%	172
2024 Q3	$2.81M	Hold	31,000	–	–	0.09%	199
2024 Q2	$2.56M	Buy	+31,000	New	+$2.5M	0.09%	195

Other funds holding BFC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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 Malvern, Pennsylvania $2.22T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

F/M Investments's BFC Position: Q2 2026 in Review

F/M Investments reduced its Bank First Corp (BFC) stake by 14% in Q2 2026, selling an estimated $168K and leaving 7,150 shares worth $1.06M. The position accounts for 0.05% of the portfolio, ranked #180.

F/M Investments first reported a position in BFC in Q2 2024 and has held it in 9 quarters since. The position peaked at $3.76M in Q3 2025. 170 funds tracked by Wall St. Rank hold BFC as of Q2 2026.

F/M Investments held 7,150 shares of Bank First Corp worth $1.06M as of Q2 2026.
F/M Investments sold 1,175 Bank First Corp shares in Q2 2026, an estimated $168K.
Bank First Corp made up 0.05% of F/M Investments's portfolio in Q2 2026, its #180 holding.
F/M Investments first reported a position in Bank First Corp in Q2 2024 and has held it in 9 quarters since.
F/M Investments's Bank First Corp position peaked at $3.76M in Q3 2025.
170 funds tracked by Wall St. Rank held Bank First Corp as of Q2 2026.

Based on F/M Investments's 13F filing for Q2 2026, filed 5 Aug 2026.