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Kestra Advisory Services’s Bank First Corp BFC Stock Holding History

Kestra Advisory Services’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
-807
Closed -$98.3K – 3238
2025
Q4 		$98.3K Buy
+807
New +$103K ﹤0.01% 3437

Other funds holding BFC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Dimensional Fund Advisors
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
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Kestra Advisory Services's BFC Position: Q1 2026 in Review

Kestra Advisory Services sold out of Bank First Corp (BFC) in Q1 2026, closing a stake of 807 shares — an estimated $98.3K sold.

Kestra Advisory Services first reported a position in BFC in Q4 2025 and held it in 1 quarter. The position peaked at $98.3K in Q4 2025. 150 funds tracked by Wall St. Rank hold BFC as of Q1 2026.

  • Kestra Advisory Services reported no remaining Bank First Corp position as of Q1 2026 after selling out during the quarter.
  • Kestra Advisory Services sold 807 Bank First Corp shares in Q1 2026, an estimated $98.3K.
  • Kestra Advisory Services first reported a position in Bank First Corp in Q4 2025 and held it in 1 quarter.
  • Kestra Advisory Services's Bank First Corp position peaked at $98.3K in Q4 2025.
  • 150 funds tracked by Wall St. Rank held Bank First Corp as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.