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John Overdeck’s Bank First Corp BFC Stock Holding History

John Overdeck’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
Q2 		$1.02M Sell
6,896
-28,831
-81% -$4.11M ﹤0.01% 3599
2026
Q1 		$4.83M Buy
35,727
+15,671
+78% +$2.14M ﹤0.01% 2003
2025
Q4 		$2.44M Sell
20,056
-5,056
-20% -$644K ﹤0.01% 2300
2025
Q3 		$3.05M Buy
25,112
+17,011
+210% +$2.12M ﹤0.01% 1844
2025
Q2 		$953K Buy
8,101
+3,659
+82% +$407K ﹤0.01% 2284
2025
Q1 		$447K Buy
4,442
+451
+11% +$45.7K ﹤0.01% 2566
2024
Q4 		$395K Sell
3,991
-4,291
-52% -$424K ﹤0.01% 2640
2024
Q3 		$751K Buy
+8,282
New +$734K ﹤0.01% 2269
2024
Q2 		– Sell
-4,168
Closed -$361K – 3033
2024
Q1 		$361K Buy
4,168
+139
+3% +$11.8K ﹤0.01% 2480
2023
Q4 		$349K Buy
+4,029
New +$333K ﹤0.01% 2631
2023
Q1 		– Sell
-4,852
Closed -$450K – 2964
2022
Q4 		$450K Sell
4,852
-1,733
-26% -$154K ﹤0.01% 2066
2022
Q3 		$504K Buy
6,585
+2,299
+54% +$179K ﹤0.01% 1774
2022
Q2 		$325K Sell
4,286
-191
-4% -$13.8K ﹤0.01% 2000
2022
Q1 		$322K Buy
4,477
+300
+7% +$21.4K ﹤0.01% 2190
2021
Q4 		$302K Sell
4,177
-500
-11% -$35.5K ﹤0.01% 3646
2021
Q3 		$331K Sell
4,677
-911
-16% -$63.5K ﹤0.01% 3582
2021
Q2 		$390K Sell
5,588
-6,200
-53% -$443K ﹤0.01% 3298
2021
Q1 		$884K Buy
+11,788
New +$832K ﹤0.01% 2431

Other funds holding BFC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

John Overdeck's BFC Position: Q2 2026 in Review

John Overdeck reduced its Bank First Corp (BFC) stake by 81% in Q2 2026, selling an estimated $4.11M and leaving 6,896 shares worth $1.02M. The position accounts for ﹤0.01% of the portfolio, ranked #3599.

John Overdeck first reported a position in BFC in Q1 2021 and has held it in 18 quarters since. The position peaked at $4.83M in Q1 2026. 169 funds tracked by Wall St. Rank hold BFC as of Q2 2026.

  • John Overdeck held 6,896 shares of Bank First Corp worth $1.02M as of Q2 2026.
  • John Overdeck sold 28,831 Bank First Corp shares in Q2 2026, an estimated $4.11M.
  • Bank First Corp made up ﹤0.01% of John Overdeck's portfolio in Q2 2026, its #3599 holding.
  • John Overdeck first reported a position in Bank First Corp in Q1 2021 and has held it in 18 quarters since.
  • John Overdeck's Bank First Corp position peaked at $4.83M in Q1 2026.
  • 169 funds tracked by Wall St. Rank held Bank First Corp as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.