Foundations Investment Advisors’s Bank First Corp BFC Stock Holding History

Foundations Investment 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
2025 Q2	–	Sell	-9,638	Closed	-$971K	–	925
2025 Q1	$971K	Buy	9,638 +43	+0.4%	+$4.35K	0.02%	410
2024 Q4	$951K	Hold	9,595	–	–	0.02%	410
2024 Q3	$870K	Hold	9,595	–	–	0.02%	386
2024 Q2	$792K	Sell	9,595 -43	-0.4%	-$3.47K	0.02%	389
2024 Q1	$835K	Hold	9,638	–	–	0.02%	356
2023 Q4	$826K	Hold	9,638	–	–	0.02%	340
2023 Q3	$744K	Hold	9,638	–	–	0.02%	322
2023 Q2	$802K	Hold	9,638	–	–	0.03%	290
2023 Q1	$709K	Hold	9,638	–	–	0.03%	271
2022 Q4	$895K	Hold	9,638	–	–	0.04%	211
2022 Q3	$737K	Hold	9,638	–	–	0.03%	201
2022 Q2	$746K	Hold	9,638	–	–	0.03%	176
2022 Q1	$690K	Hold	9,638	–	–	0.03%	159
2021 Q4	$696K	Hold	9,638	–	–	0.03%	161
2021 Q3	$675K	Hold	9,638	–	–	0.03%	143
2021 Q2	$669K	Hold	9,638	–	–	0.03%	132
2021 Q1	$687K	Hold	9,638	–	–	0.04%	112
2020 Q4	$663K	Hold	9,638	–	–	0.04%	97
2020 Q3	$568K	Hold	9,638	–	–	0.12%	96
2020 Q2	$601K	Sell	9,638 -1,000	-9%	-$57.4K	0.05%	94
2020 Q1	$541K	Hold	10,638	–	–	0.06%	67
2019 Q4	$729K	Buy	+10,638	New	+$726K	0.09%	78

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

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Foundations Investment Advisors's BFC Position: Q2 2025 in Review

Foundations Investment Advisors sold out of Bank First Corp (BFC) in Q2 2025, closing a stake of 9,638 shares — an estimated $971K sold.

Foundations Investment Advisors first reported a position in BFC in Q4 2019 and held it in 22 quarters. The position peaked at $971K in Q1 2025. 116 funds tracked by Wall St. Rank hold BFC as of Q2 2025.

Foundations Investment Advisors reported no remaining Bank First Corp position as of Q2 2025 after selling out during the quarter.
Foundations Investment Advisors sold 9,638 Bank First Corp shares in Q2 2025, an estimated $971K.
Foundations Investment Advisors first reported a position in Bank First Corp in Q4 2019 and held it in 22 quarters.
Foundations Investment Advisors's Bank First Corp position peaked at $971K in Q1 2025.
116 funds tracked by Wall St. Rank held Bank First Corp as of Q2 2025.

Based on Foundations Investment Advisors's 13F filing for Q2 2025, filed 8 Aug 2025.