Raymond James Financial Services Advisors’s Bank First Corp BFC Stock Holding History

Raymond James Financial Services 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
2024 Q3	$218K	Buy	+2,400	New	+$213K	﹤0.01%	3143
2024 Q2	–	Sell	-2,400	Closed	-$208K	–	3413
2024 Q1	$208K	Hold	2,400	–	–	﹤0.01%	3074
2023 Q4	$208K	Buy	+2,400	New	+$198K	﹤0.01%	2966
2023 Q1	–	Sell	-2,400	Closed	-$223K	–	3268
2022 Q4	$223K	Buy	+2,400	New	+$213K	﹤0.01%	2800

Other funds holding BFC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return

Raymond James Financial Services Advisors's BFC Position: Q3 2024 in Review

Raymond James Financial Services Advisors opened a new position in Bank First Corp (BFC) in Q3 2024: 2,400 shares worth $218K. The stake represents ﹤0.01% of the portfolio and ranks #3143 among its holdings. This is a return to the name: Raymond James Financial Services Advisors previously reported a position in BFC as recently as Q1 2024.

Raymond James Financial Services Advisors first reported a position in BFC in Q4 2022 and has held it in 4 quarters since. The position peaked at $223K in Q4 2022. 112 funds tracked by Wall St. Rank hold BFC as of Q3 2024.

Raymond James Financial Services Advisors held 2,400 shares of Bank First Corp worth $218K as of Q3 2024.
Bank First Corp was a new Raymond James Financial Services Advisors position in Q3 2024.
Bank First Corp made up ﹤0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #3143 holding.
Raymond James Financial Services Advisors first reported a position in Bank First Corp in Q4 2022 and has held it in 4 quarters since.
Raymond James Financial Services Advisors's Bank First Corp position peaked at $223K in Q4 2022.
112 funds tracked by Wall St. Rank held Bank First Corp as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.