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Moneta Group Investment Advisors’s Bank First Corp BFC Stock Holding History

Moneta Group Investment Advisors’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 		$964K Hold
6,500
– – 0.01% 403
2026
Q1 		$878K Hold
6,500
– – 0.01% 384
2025
Q4 		$792K Hold
6,500
– – 0.01% 401
2025
Q3 		$789K Hold
6,500
– – 0.01% 401
2025
Q2 		$765K Hold
6,500
– – 0.01% 353
2025
Q1 		$655K Hold
6,500
– – 0.01% 357
2024
Q4 		$644K Sell
6,500
-500
-7% -$49.5K 0.01% 352
2024
Q3 		$635K Hold
7,000
– – 0.01% 355
2024
Q2 		$578K Hold
7,000
– – 0.01% 357
2024
Q1 		$607K Hold
7,000
– – 0.01% 339
2023
Q4 		$607K Hold
7,000
– – 0.01% 307
2023
Q3 		$540K Hold
7,000
– – 0.01% 302
2023
Q2 		$582K Hold
7,000
– – 0.01% 293
2023
Q1 		$515K Sell
7,000
-1,136
-14% -$90.3K 0.01% 319
2022
Q4 		$650K Buy
8,136
+1,141
+16% +$101K 0.02% 261
2022
Q3 		$535K Sell
6,995
-36
-0.5% -$2.81K 0.02% 266
2022
Q2 		$533K Buy
7,031
+30
+0.4% +$2.16K 0.02% 295
2022
Q1 		$504K Sell
7,001
-3
-0% -$214 0.02% 289
2021
Q4 		$506K Buy
7,004
+5
+0.1% +$355 0.02% 295
2021
Q3 		$496K Buy
6,999
+5
+0.1% +$348 0.02% 281
2021
Q2 		$488K Sell
6,994
-7
-0.1% -$500 0.02% 288
2021
Q1 		$525K Sell
7,001
-3
-0% -$212 0.03% 257
2020
Q4 		$454K Buy
7,004
+2
+0% +$131 0.03% 207
2020
Q3 		$411K Sell
7,002
-3
-0% -$187 0.04% 188
2020
Q2 		$449K Buy
7,005
+5
+0.1% +$287 0.04% 174
2020
Q1 		$392K Buy
+7,000
New +$430K 0.04% 173

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

Moneta Group Investment Advisors's BFC Position: Q2 2026 in Review

Moneta Group Investment Advisors held its Bank First Corp (BFC) position steady in Q2 2026 at 6,500 shares worth $964K. The position accounts for 0.01% of the portfolio, ranked #403.

Moneta Group Investment Advisors first reported a position in BFC in Q1 2020 and has held it in 26 quarters since. 170 funds tracked by Wall St. Rank hold BFC as of Q2 2026.

  • Moneta Group Investment Advisors held 6,500 shares of Bank First Corp worth $964K as of Q2 2026.
  • Moneta Group Investment Advisors left its Bank First Corp share count unchanged in Q2 2026.
  • Bank First Corp made up 0.01% of Moneta Group Investment Advisors's portfolio in Q2 2026, its #403 holding.
  • Moneta Group Investment Advisors first reported a position in Bank First Corp in Q1 2020 and has held it in 26 quarters since.
  • 170 funds tracked by Wall St. Rank held Bank First Corp as of Q2 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.