FORM Wealth Advisors
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FORM Wealth Advisors’s Bank First Corp BFC Stock Holding History

FORM Wealth 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
2026
Q3 		$685K Hold
4,600
– – 0.08% 29
2026
Q2 		$682K Buy
+4,600
New +$656K 0.08% 30

Other funds holding BFC

PA
Prairie Advisory Leawood, Kansas $863M AUM
Legacy Private Trust
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
Linden Thomas Advisory Services
Linden Thomas Advisory Services Charlotte, North Carolina $1.26B AUM 37.95% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Ellsworth Advisors
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
Thompson Investment Management
Thompson Investment Management Madison, Wisconsin $873M AUM 26.56% 1-Year Est. Return
McGlone Suttner Wealth Management
McGlone Suttner Wealth Management Appleton, Wisconsin $861M AUM 14.77% 1-Year Est. Return
Harbor Capital Advisors
Harbor Capital Advisors Chicago, Illinois $1.48B AUM 30.88% 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

FORM Wealth Advisors's BFC Position: Q3 2026 in Review

FORM Wealth Advisors held its Bank First Corp (BFC) position steady in Q3 2026 at 4,600 shares worth $685K. The position accounts for 0.08% of the portfolio, ranked #29.

FORM Wealth Advisors first reported a position in BFC in Q2 2026 and has held it in 2 quarters since. 26 funds tracked by Wall St. Rank hold BFC as of Q3 2026.

  • FORM Wealth Advisors held 4,600 shares of Bank First Corp worth $685K as of Q3 2026.
  • FORM Wealth Advisors left its Bank First Corp share count unchanged in Q3 2026.
  • Bank First Corp made up 0.08% of FORM Wealth Advisors's portfolio in Q3 2026, its #29 holding.
  • FORM Wealth Advisors first reported a position in Bank First Corp in Q2 2026 and has held it in 2 quarters since.
  • 26 funds tracked by Wall St. Rank held Bank First Corp as of Q3 2026.

Based on FORM Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.