Osaic Holdings
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Osaic Holdings’s Bank First Corp BFC Stock Holding History

Osaic Holdings’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 		$2.23M Buy
15,049
+792
+6% +$113K ﹤0.01% 2208
2026
Q1 		$1.93M Buy
14,257
+48
+0.3% +$6.54K ﹤0.01% 2110
2025
Q4 		$1.73M Sell
14,209
-103
-0.7% -$13.1K ﹤0.01% 2204
2025
Q3 		$1.86M Buy
14,312
+20
+0.1% +$2.49K ﹤0.01% 2237
2025
Q2 		$1.68M Buy
14,292
+9,135
+177% +$1.02M ﹤0.01% 2044
2025
Q1 		$520K Buy
5,157
+397
+8% +$40.2K ﹤0.01% 2835
2024
Q4 		$472K Sell
4,760
-262
-5% -$25.9K ﹤0.01% 2858
2024
Q3 		$456K Buy
5,022
+760
+18% +$67.3K ﹤0.01% 2960
2024
Q2 		$352K Buy
4,262
+1,411
+49% +$114K ﹤0.01% 3068
2024
Q1 		$247K Sell
2,851
-96
-3% -$8.12K ﹤0.01% 3512
2023
Q4 		$256K Sell
2,947
-1,067
-27% -$88.1K ﹤0.01% 3719
2023
Q3 		$310K Sell
4,014
-2,242
-36% -$183K ﹤0.01% 3658
2023
Q2 		$521K Buy
6,256
+3
+0% +$225 ﹤0.01% 3114
2023
Q1 		$460K Buy
6,253
+1,186
+23% +$94.3K ﹤0.01% 3169
2022
Q4 		$470K Buy
5,067
+1,388
+38% +$123K ﹤0.01% 3086
2022
Q3 		$281K Buy
3,679
+617
+20% +$48.1K ﹤0.01% 3436
2022
Q2 		$231K Sell
3,062
-216
-7% -$15.6K ﹤0.01% 3654
2022
Q1 		$236K Buy
3,278
+652
+25% +$46.4K ﹤0.01% 3887
2021
Q4 		$191K Buy
2,626
+18
+0.7% +$1.28K ﹤0.01% 3986
2021
Q3 		$184K Buy
2,608
+9
+0.3% +$627 ﹤0.01% 3972
2021
Q2 		$181K Buy
2,599
+459
+21% +$32.8K ﹤0.01% 3940
2021
Q1 		$160K Buy
2,140
+509
+31% +$35.9K ﹤0.01% 3947
2020
Q4 		$106K Buy
1,631
+1
+0.1% +$66 ﹤0.01% 3995
2020
Q3 		$95K Buy
1,630
+1,201
+280% +$74.9K ﹤0.01% 3870
2020
Q2 		$28K Sell
429
-78
-15% -$4.47K ﹤0.01% 4577
2020
Q1 		$28K Buy
+507
New +$31.1K ﹤0.01% 4409

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

Osaic Holdings's BFC Position: Q2 2026 in Review

Osaic Holdings increased its Bank First Corp (BFC) stake by 5.6% in Q2 2026, buying an estimated $113K and bringing the position to 15,049 shares worth $2.23M. The position accounts for ﹤0.01% of the portfolio, ranked #2208.

Osaic Holdings 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.

  • Osaic Holdings held 15,049 shares of Bank First Corp worth $2.23M as of Q2 2026.
  • Osaic Holdings bought 792 Bank First Corp shares in Q2 2026, an estimated $113K.
  • Bank First Corp made up ﹤0.01% of Osaic Holdings's portfolio in Q2 2026, its #2208 holding.
  • Osaic Holdings 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 Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.