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Merit Financial Group’s Bank First Corp BFC Stock Holding History

Merit Financial Group’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 		$25.8M Sell
174,046
-2,681
-2% -$383K 0.16% 117
2026
Q1 		$23.9M Sell
176,727
-770
-0.4% -$105K 0.18% 102
2025
Q4 		$21.6M Buy
177,497
+99
+0.1% +$12.6K 0.17% 102
2025
Q3 		$21.5M Sell
177,398
-579
-0.3% -$72K 0.2% 96
2025
Q2 		$20.9M Buy
177,977
+14,717
+9% +$1.64M 0.23% 78
2025
Q1 		$16.4M Sell
163,260
-16,554
-9% -$1.68M 0.25% 73
2024
Q4 		$17.8M Buy
179,814
+84,524
+89% +$8.36M 0.32% 55
2024
Q3 		$8.64M Buy
95,290
+16,177
+20% +$1.43M 0.19% 91
2024
Q2 		$6.53M Buy
79,113
+8
+0% +$646 0.14% 114
2024
Q1 		$6.33M Buy
79,105
+73,317
+1,267% +$6.2M 0.15% 115
2023
Q4 		$502K Buy
5,788
+2,687
+87% +$222K 0.02% 497
2023
Q3 		$239K Buy
3,101
+11
+0.4% +$900 0.01% 650
2023
Q2 		$257K Buy
+3,090
New +$231K 0.01% 634
2023
Q1 		– Sell
-2,574
Closed -$239K – 643
2022
Q4 		$239K Buy
+2,574
New +$229K 0.01% 596

Other funds holding BFC

LTAS
Linden Thomas Advisory Services Charlotte, North Carolina $1.24B AUM 47.37% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
EA
Ellsworth Advisors Hudson, Ohio $609M AUM 52.37% 1-Year Est. Return
TIM
Thompson Investment Management Madison, Wisconsin $872M AUM 35.59% 1-Year Est. Return
FWA
FORM Wealth Advisors Lake Geneva, Wisconsin $909M AUM
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
DM
Diversified Management Milwaukee, Wisconsin $468M AUM
TIA
TCFG Investment Advisors Laguna Niguel, California $297M AUM
CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return

Merit Financial Group's BFC Position: Q2 2026 in Review

Merit Financial Group reduced its Bank First Corp (BFC) stake by 1.5% in Q2 2026, selling an estimated $383K and leaving 174,046 shares worth $25.8M. The position accounts for 0.16% of the portfolio, ranked #117.

Merit Financial Group first reported a position in BFC in Q4 2022 and has held it in 14 quarters since. 16 funds tracked by Wall St. Rank hold BFC as of Q2 2026.

  • Merit Financial Group held 174,046 shares of Bank First Corp worth $25.8M as of Q2 2026.
  • Merit Financial Group sold 2,681 Bank First Corp shares in Q2 2026, an estimated $383K.
  • Bank First Corp made up 0.16% of Merit Financial Group's portfolio in Q2 2026, its #117 holding.
  • Merit Financial Group first reported a position in Bank First Corp in Q4 2022 and has held it in 14 quarters since.
  • 16 funds tracked by Wall St. Rank held Bank First Corp as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.