Harbour Investments’s Bank First Corp BFC Stock Holding History

Harbour 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 Q1	–	Sell	-9,402	Closed	-$1.15M	–	4678
2025 Q4	$1.15M	Buy	9,402 +937	+11%	+$119K	0.02%	558
2025 Q3	$1.03M	Buy	8,465 +4,215	+99%	+$524K	0.02%	555
2025 Q2	$500K	Hold	4,250	–	–	0.01%	776
2025 Q1	$428K	Hold	4,250	–	–	0.01%	768
2024 Q4	$421K	Hold	4,250	–	–	0.01%	755
2024 Q3	$385K	Hold	4,250	–	–	0.01%	758
2024 Q2	$351K	Buy	4,250 +250	+6%	+$20.2K	0.01%	742
2024 Q1	$347K	Hold	4,000	–	–	0.01%	724
2023 Q4	$347K	Hold	4,000	–	–	0.01%	665
2023 Q3	$309K	Hold	4,000	–	–	0.02%	646
2023 Q2	$333K	Hold	4,000	–	–	0.02%	621
2023 Q1	$294K	Hold	4,000	–	–	0.02%	631
2022 Q4	$371K	Hold	4,000	–	–	0.02%	540
2022 Q3	$303K	Hold	4,000	–	–	0.02%	549
2022 Q2	$303K	Buy	+4,000	New	+$288K	0.02%	549
2021 Q4	$289K	Sell	4,000 -1,050	-21%	-$74.6K	0.02%	587
2021 Q3	$358K	Buy	5,050 +4,000	+381%	+$279K	0.01%	777
2021 Q2	$73K	Sell	1,050 -200	-16%	-$14.3K	﹤0.01%	1571
2021 Q1	$94K	Buy	+1,250	New	+$88.3K	﹤0.01%	1325

Other funds holding BFC

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Geode Capital Management

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

Merit Financial Group Alpharetta, Georgia $13.4B AUM 19.09% 1-Year Est. Return

Dimensional Fund Advisors

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 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