IFP Advisors’s Bank First Corp BFC Stock Holding History

IFP 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 Q1	$2.03K	Sell	15 -1	-6%	-$136	﹤0.01%	3957
2025 Q4	$1.95K	Hold	16	–	–	﹤0.01%	3853
2025 Q3	$1.94K	Buy	+16	New	+$1.99K	﹤0.01%	3708
2025 Q2	–	Sell	-2	Closed	-$222	–	3685
2025 Q1	$201	Hold	2	–	–	﹤0.01%	3667
2024 Q4	$198	Buy	+2	New	+$198	﹤0.01%	3753
2023 Q1	–	Sell	-19	Closed	-$2K	–	3453
2022 Q4	$2K	Hold	19	–	–	﹤0.01%	4117
2022 Q3	$2K	Hold	19	–	–	﹤0.01%	4317
2022 Q2	$2K	Hold	19	–	–	﹤0.01%	4085
2022 Q1	$2K	Buy	+19	New	+$1.35K	﹤0.01%	4085

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