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Occudo Quantitative Strategies’s Bank First Corp BFC Stock Holding History

Occudo Quantitative Strategies’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
2024
Q4 		– Sell
-2,373
Closed -$215K – 688
2024
Q3 		$215K Buy
+2,373
New +$210K 0.04% 563
2024
Q1 		– Sell
-3,325
Closed -$288K – 746
2023
Q4 		$288K Buy
+3,325
New +$275K 0.04% 547

Other funds holding BFC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
NAS
Nicolet Advisory Services Green Bay, Wisconsin $1.48B AUM 17.28% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Occudo Quantitative Strategies's BFC Position: Q4 2024 in Review

Occudo Quantitative Strategies sold out of Bank First Corp (BFC) in Q4 2024, closing a stake of 2,373 shares — an estimated $215K sold.

Occudo Quantitative Strategies first reported a position in BFC in Q4 2023 and held it in 2 quarters. The position peaked at $288K in Q4 2023. 117 funds tracked by Wall St. Rank hold BFC as of Q4 2024.

  • Occudo Quantitative Strategies reported no remaining Bank First Corp position as of Q4 2024 after selling out during the quarter.
  • Occudo Quantitative Strategies sold 2,373 Bank First Corp shares in Q4 2024, an estimated $215K.
  • Occudo Quantitative Strategies first reported a position in Bank First Corp in Q4 2023 and held it in 2 quarters.
  • Occudo Quantitative Strategies's Bank First Corp position peaked at $288K in Q4 2023.
  • 117 funds tracked by Wall St. Rank held Bank First Corp as of Q4 2024.

Based on Occudo Quantitative Strategies's 13F filing for Q4 2024, filed 14 Feb 2025.