Steward Partners Investment Advisory’s Bank First Corp BFC Stock Holding History

Steward Partners Investment Advisory’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	$890K	Hold	6,000	–	–	﹤0.01%	1363
2026 Q1	$810K	Hold	6,000	–	–	﹤0.01%	1280
2025 Q4	$731K	Hold	6,000	–	–	﹤0.01%	1223
2025 Q3	$728K	Hold	6,000	–	–	﹤0.01%	1195
2025 Q2	$706K	Hold	6,000	–	–	0.01%	1136
2025 Q1	$604K	Hold	6,000	–	–	0.01%	1135
2024 Q4	$595K	Hold	6,000	–	–	0.01%	1084
2024 Q3	$544K	Hold	6,000	–	–	0.01%	1075
2024 Q2	$496K	Hold	6,000	–	–	0.01%	1074
2024 Q1	$520K	Hold	6,000	–	–	0.01%	1041
2023 Q4	$520K	Hold	6,000	–	–	0.01%	986
2023 Q3	$463K	Buy	6,000 +1,000	+20%	+$81.8K	0.01%	947
2023 Q2	$416K	Hold	5,000	–	–	0.01%	998
2023 Q1	$368K	Hold	5,000	–	–	0.01%	1036
2022 Q4	$464K	Hold	5,000	–	–	0.01%	929
2022 Q3	$382K	Hold	5,000	–	–	0.01%	952
2022 Q2	$379K	Buy	5,000 +3,000	+150%	+$216K	0.01%	950
2022 Q1	$144K	Buy	2,000 +1,000	+100%	+$71.2K	﹤0.01%	1438
2021 Q4	$72K	Buy	+1,000	New	+$71.1K	﹤0.01%	1730
2019 Q1	–	Sell	-5,000	Closed	-$233K	–	795
2018 Q4	$233K	Buy	+5,000	New	+$245K	0.01%	664

Other funds holding BFC

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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 Malvern, Pennsylvania $2.22T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Steward Partners Investment Advisory's BFC Position: Q2 2026 in Review

Steward Partners Investment Advisory held its Bank First Corp (BFC) position steady in Q2 2026 at 6,000 shares worth $890K. The position accounts for ﹤0.01% of the portfolio, ranked #1363.

Steward Partners Investment Advisory first reported a position in BFC in Q4 2018 and has held it in 20 quarters since. 170 funds tracked by Wall St. Rank hold BFC as of Q2 2026.

Steward Partners Investment Advisory held 6,000 shares of Bank First Corp worth $890K as of Q2 2026.
Steward Partners Investment Advisory left its Bank First Corp share count unchanged in Q2 2026.
Bank First Corp made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #1363 holding.
Steward Partners Investment Advisory first reported a position in Bank First Corp in Q4 2018 and has held it in 20 quarters since.
170 funds tracked by Wall St. Rank held Bank First Corp as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.