LPL Financial
BFC icon

LPL Financial’s Bank First Corp BFC Stock Holding History

LPL Financial’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 		$236K Sell
1,588
-38
-2% -$5.42K ﹤0.01% 5638
2026
Q1 		$220K Sell
1,626
-314
-16% -$42.8K ﹤0.01% 5431
2025
Q4 		$236K Buy
+1,940
New +$247K ﹤0.01% 5336

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

LPL Financial's BFC Position: Q2 2026 in Review

LPL Financial reduced its Bank First Corp (BFC) stake by 2.3% in Q2 2026, selling an estimated $5.42K and leaving 1,588 shares worth $236K. The position accounts for ﹤0.01% of the portfolio, ranked #5638.

LPL Financial first reported a position in BFC in Q4 2025 and has held it in 3 quarters since. The position peaked at $236K in Q4 2025. 169 funds tracked by Wall St. Rank hold BFC as of Q2 2026.

  • LPL Financial held 1,588 shares of Bank First Corp worth $236K as of Q2 2026.
  • LPL Financial sold 38 Bank First Corp shares in Q2 2026, an estimated $5.42K.
  • Bank First Corp made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #5638 holding.
  • LPL Financial first reported a position in Bank First Corp in Q4 2025 and has held it in 3 quarters since.
  • LPL Financial's Bank First Corp position peaked at $236K in Q4 2025.
  • 169 funds tracked by Wall St. Rank held Bank First Corp as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.