Regal Investment Advisors’s Bank First Corp BFC Stock Holding History

Regal 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 Q1	$669K	Hold	4,950	–	–	0.04%	375
2025 Q4	$603K	Hold	4,950	–	–	0.04%	377
2025 Q3	$600K	Hold	4,950	–	–	0.04%	349
2025 Q2	$582K	Hold	4,950	–	–	0.04%	325
2025 Q1	$499K	Hold	4,950	–	–	0.04%	326
2024 Q4	$490K	Hold	4,950	–	–	0.04%	326
2024 Q3	$449K	Hold	4,950	–	–	0.03%	371
2024 Q2	$409K	Hold	4,950	–	–	0.03%	396
2024 Q1	$429K	Hold	4,950	–	–	0.03%	388
2023 Q4	$429K	Buy	+4,950	New	+$409K	0.03%	358

Other funds holding BFC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 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

Regal Investment Advisors's BFC Position: Q1 2026 in Review

Regal Investment Advisors held its Bank First Corp (BFC) position steady in Q1 2026 at 4,950 shares worth $669K. The position accounts for 0.04% of the portfolio, ranked #375.

Regal Investment Advisors first reported a position in BFC in Q4 2023 and has held it in 10 quarters since. 150 funds tracked by Wall St. Rank hold BFC as of Q1 2026.

Regal Investment Advisors held 4,950 shares of Bank First Corp worth $669K as of Q1 2026.
Regal Investment Advisors left its Bank First Corp share count unchanged in Q1 2026.
Bank First Corp made up 0.04% of Regal Investment Advisors's portfolio in Q1 2026, its #375 holding.
Regal Investment Advisors first reported a position in Bank First Corp in Q4 2023 and has held it in 10 quarters since.
150 funds tracked by Wall St. Rank held Bank First Corp as of Q1 2026.

Based on Regal Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.