Financial Planning & Information Services’s Bank First Corp BFC Stock Holding History

Financial Planning & Information Services’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	$666K	Hold	7,347	–	–	0.09%	54
2024 Q2	$607K	Hold	7,347	–	–	0.09%	55
2024 Q1	$637K	Sell	7,347 -966	-12%	-$81.7K	0.1%	53
2023 Q4	$720K	Hold	8,313	–	–	0.11%	51
2023 Q3	$641K	Hold	8,313	–	–	0.12%	53
2023 Q2	$692K	Buy	+8,313	New	+$622K	0.13%	53
2023 Q1	–	Sell	-8,629	Closed	-$801K	–	87
2022 Q4	$801K	Sell	8,629 -1,171	-12%	-$104K	0.17%	49
2022 Q3	$750K	Buy	9,800 +5,196	+113%	+$405K	0.18%	45
2022 Q2	$349K	Hold	4,604	–	–	0.09%	61
2022 Q1	$331K	Hold	4,604	–	–	0.07%	64
2021 Q4	$333K	Hold	4,604	–	–	0.08%	62
2021 Q3	$326K	Hold	4,604	–	–	0.09%	58
2021 Q2	$321K	Hold	4,604	–	–	0.09%	54
2021 Q1	$345K	Hold	4,604	–	–	0.11%	54
2020 Q4	$298K	Hold	4,604	–	–	0.1%	53
2020 Q3	$270K	Hold	4,604	–	–	0.11%	53
2020 Q2	$295K	Hold	4,604	–	–	0.12%	46
2020 Q1	$258K	Hold	4,604	–	–	0.13%	46
2019 Q4	$322K	Hold	4,604	–	–	0.13%	44
2019 Q3	$305K	Hold	4,604	–	–	0.13%	42
2019 Q2	$317K	Hold	4,604	–	–	0.14%	41
2019 Q1	$271K	Sell	4,604 -1,043	-18%	-$55.7K	0.12%	43
2018 Q4	$263K	Buy	+5,647	New	+$277K	0.13%	42

Other funds holding BFC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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 Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return

Financial Planning & Information Services's BFC Position: Q3 2024 in Review

Financial Planning & Information Services held its Bank First Corp (BFC) position steady in Q3 2024 at 7,347 shares worth $666K. The position accounts for 0.09% of the portfolio, ranked #54.

Financial Planning & Information Services first reported a position in BFC in Q4 2018 and has held it in 23 quarters since. The position peaked at $801K in Q4 2022. 112 funds tracked by Wall St. Rank hold BFC as of Q3 2024.

Financial Planning & Information Services held 7,347 shares of Bank First Corp worth $666K as of Q3 2024.
Financial Planning & Information Services left its Bank First Corp share count unchanged in Q3 2024.
Bank First Corp made up 0.09% of Financial Planning & Information Services's portfolio in Q3 2024, its #54 holding.
Financial Planning & Information Services first reported a position in Bank First Corp in Q4 2018 and has held it in 23 quarters since.
Financial Planning & Information Services's Bank First Corp position peaked at $801K in Q4 2022.
112 funds tracked by Wall St. Rank held Bank First Corp as of Q3 2024.

Based on Financial Planning & Information Services's 13F filing for Q3 2024, filed 12 Nov 2024.