GeoWealth Management’s Bank First Corp BFC Stock Holding History

GeoWealth Management’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 Q3	–	Sell	-2	Closed	-$235	–	811
2025 Q2	$235	Sell	2 -4	-67%	-$445	﹤0.01%	1190
2025 Q1	$604	Sell	6 -12	-67%	-$1.22K	﹤0.01%	1041
2024 Q4	$1.78K	Buy	18 +2	+13%	+$198	﹤0.01%	1657
2024 Q3	$1.45K	Buy	+16	New	+$1.42K	﹤0.01%	1573

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

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

GeoWealth Management's BFC Position: Q3 2025 in Review

GeoWealth Management sold out of Bank First Corp (BFC) in Q3 2025, closing a stake of 2 shares — an estimated $235 sold.

GeoWealth Management first reported a position in BFC in Q3 2024 and held it in 4 quarters. The position peaked at $1.78K in Q4 2024. 133 funds tracked by Wall St. Rank hold BFC as of Q3 2025.

GeoWealth Management reported no remaining Bank First Corp position as of Q3 2025 after selling out during the quarter.
GeoWealth Management sold 2 Bank First Corp shares in Q3 2025, an estimated $235.
GeoWealth Management first reported a position in Bank First Corp in Q3 2024 and held it in 4 quarters.
GeoWealth Management's Bank First Corp position peaked at $1.78K in Q4 2024.
133 funds tracked by Wall St. Rank held Bank First Corp as of Q3 2025.

Based on GeoWealth Management's 13F filing for Q3 2025, filed 13 Nov 2025.