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 Q3	$237K	Buy	1,593 +5	+0.3%	+$759	﹤0.01%	5709
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

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Prairie Advisory Leawood, Kansas $863M AUM

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

J.W. Cole Advisors Tampa, Florida $5.93B AUM 23.96% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

LPL Financial's BFC Position: Q3 2026 in Review

LPL Financial increased its Bank First Corp (BFC) stake by 0.31% in Q3 2026, buying an estimated $759 and bringing the position to 1,593 shares worth $237K. The position accounts for ﹤0.01% of the portfolio, ranked #5709.

LPL Financial first reported a position in BFC in Q4 2025 and has held it in 4 quarters since. 107 funds tracked by Wall St. Rank hold BFC as of Q3 2026.

LPL Financial held 1,593 shares of Bank First Corp worth $237K as of Q3 2026.
LPL Financial bought 5 Bank First Corp shares in Q3 2026, an estimated $759.
Bank First Corp made up ﹤0.01% of LPL Financial's portfolio in Q3 2026, its #5709 holding.
LPL Financial first reported a position in Bank First Corp in Q4 2025 and has held it in 4 quarters since.
107 funds tracked by Wall St. Rank held Bank First Corp as of Q3 2026.

Based on LPL Financial's 13F filing for Q3 2026, filed 6 Nov 2026.