J.W. Cole Advisors’s Bank First Corp BFC Stock Holding History

J.W. Cole 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	–	Sell	-52,045	Closed	-$6.34M	–	814
2025 Q4	$6.34M	Buy	+52,045	New	+$6.63M	0.15%	135

Other funds holding BFC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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

J.W. Cole Advisors's BFC Position: Q1 2026 in Review

J.W. Cole Advisors sold out of Bank First Corp (BFC) in Q1 2026, closing a stake of 52,045 shares — an estimated $6.34M sold.

J.W. Cole Advisors first reported a position in BFC in Q4 2025 and held it in 1 quarter. The position peaked at $6.34M in Q4 2025. 150 funds tracked by Wall St. Rank hold BFC as of Q1 2026.

J.W. Cole Advisors reported no remaining Bank First Corp position as of Q1 2026 after selling out during the quarter.
J.W. Cole Advisors sold 52,045 Bank First Corp shares in Q1 2026, an estimated $6.34M.
J.W. Cole Advisors first reported a position in Bank First Corp in Q4 2025 and held it in 1 quarter.
J.W. Cole Advisors's Bank First Corp position peaked at $6.34M in Q4 2025.
150 funds tracked by Wall St. Rank held Bank First Corp as of Q1 2026.

Based on J.W. Cole Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.