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Legacy Private Trust’s Bank First Corp BFC Stock Holding History

Legacy Private Trust’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
Q3 		$6.01M Buy
40,420
+36,900
+1,048% +$5.6M 0.33% 63
2026
Q2 		$522K Sell
3,520
-225
-6% -$32.1K 0.03% 204
2026
Q1 		$506K Sell
3,745
-475
-11% -$64.8K 0.03% 201
2025
Q4 		$514K Sell
4,220
-180
-4% -$22.9K 0.03% 198
2025
Q3 		$534K Sell
4,400
-520
-11% -$64.7K 0.03% 192
2025
Q2 		$579K Sell
4,920
-1,227
-20% -$137K 0.04% 184
2025
Q1 		$619K Buy
6,147
+2,992
+95% +$303K 0.04% 173
2024
Q4 		$313K Sell
3,155
-500
-14% -$49.5K 0.02% 207
2024
Q3 		$332K Hold
3,655
– – 0.02% 202
2024
Q2 		$302K Hold
3,655
– – 0.02% 201
2024
Q1 		$317K Hold
3,655
– – 0.02% 197
2023
Q4 		$317K Sell
3,655
-250
-6% -$20.7K 0.03% 193
2023
Q3 		$301K Sell
3,905
-500
-11% -$40.9K 0.03% 201
2023
Q2 		$366K Sell
4,405
-1,435
-25% -$107K 0.03% 194
2023
Q1 		$430K Sell
5,840
-2,500
-30% -$199K 0.04% 179
2022
Q4 		$774K Sell
8,340
-1,755
-17% -$156K 0.07% 153
2022
Q3 		$772K Sell
10,095
-1,690
-14% -$132K 0.07% 145
2022
Q2 		$893K Sell
11,785
-760
-6% -$54.8K 0.08% 135
2022
Q1 		$903K Hold
12,545
– – 0.07% 153
2021
Q4 		$907K Sell
12,545
-100
-0.8% -$7.11K 0.07% 157
2021
Q3 		$897K Sell
12,645
-500
-4% -$34.8K 0.07% 152
2021
Q2 		$917K Sell
13,145
-500
-4% -$35.7K 0.08% 152
2021
Q1 		$1.02M Hold
13,645
– – 0.09% 135
2020
Q4 		$884K Sell
13,645
-500
-4% -$32.8K 0.08% 141
2020
Q3 		$830K Hold
14,145
– – 0.09% 139
2020
Q2 		$906K Sell
14,145
-32,250
-70% -$1.85M 0.1% 127
2020
Q1 		$2.6M Buy
46,395
+31,550
+213% +$1.94M 0.34% 78
2019
Q4 		$1.04M Sell
14,845
-3,868
-21% -$264K 0.11% 139
2019
Q3 		$1.24M Sell
18,713
-7,582
-29% -$460K 0.14% 122
2019
Q2 		$1.81M Sell
26,295
-795
-3% -$52.7K 0.21% 100
2019
Q1 		$1.6M Sell
27,090
-760
-3% -$40.6K 0.19% 108
2018
Q4 		$1.3M Buy
+27,850
New +$1.37M 0.17% 114

Other funds holding BFC

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
EA
Ellsworth Advisors Hudson, Ohio $620M AUM 38.17% 1-Year Est. Return
Annex Advisory Services
Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return
TIM
Thompson Investment Management Madison, Wisconsin $873M AUM 26.56% 1-Year Est. Return
MSWM
McGlone Suttner Wealth Management Appleton, Wisconsin $861M AUM 14.77% 1-Year Est. Return
FWA
FORM Wealth Advisors Lake Geneva, Wisconsin $896M AUM 12.75% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
DM
Diversified Management Milwaukee, Wisconsin $573M AUM 24.64% 1-Year Est. Return
RCA
Resonant Capital Advisors Madison, Wisconsin $2.08B AUM 15.65% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Legacy Private Trust's BFC Position: Q3 2026 in Review

Legacy Private Trust increased its Bank First Corp (BFC) stake by 1,048% in Q3 2026, buying an estimated $5.6M and bringing the position to 40,420 shares worth $6.01M. The position accounts for 0.33% of the portfolio, ranked #63.

Legacy Private Trust first reported a position in BFC in Q4 2018 and has held it in 32 quarters since. 19 funds tracked by Wall St. Rank hold BFC as of Q3 2026.

  • Legacy Private Trust held 40,420 shares of Bank First Corp worth $6.01M as of Q3 2026.
  • Legacy Private Trust bought 36,900 Bank First Corp shares in Q3 2026, an estimated $5.6M.
  • Bank First Corp made up 0.33% of Legacy Private Trust's portfolio in Q3 2026, its #63 holding.
  • Legacy Private Trust first reported a position in Bank First Corp in Q4 2018 and has held it in 32 quarters since.
  • 19 funds tracked by Wall St. Rank held Bank First Corp as of Q3 2026.

Based on Legacy Private Trust's 13F filing for Q3 2026, filed 6 Oct 2026.