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Shakespeare Wealth Management’s Bank First Corp BFC Stock Holding History

Shakespeare Wealth Management’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 		$522K Buy
+3,518
New +$502K 0.14% 48

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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

Shakespeare Wealth Management's BFC Position: Q2 2026 in Review

Shakespeare Wealth Management opened a new position in Bank First Corp (BFC) in Q2 2026: 3,518 shares worth $522K. The stake represents 0.14% of the portfolio and ranks #48 among its holdings.

170 funds tracked by Wall St. Rank hold BFC as of Q2 2026.

  • Shakespeare Wealth Management held 3,518 shares of Bank First Corp worth $522K as of Q2 2026.
  • Bank First Corp was a new Shakespeare Wealth Management position in Q2 2026.
  • Bank First Corp made up 0.14% of Shakespeare Wealth Management's portfolio in Q2 2026, its #48 holding.
  • 170 funds tracked by Wall St. Rank held Bank First Corp as of Q2 2026.

Based on Shakespeare Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.