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Summit Global Investments’s Bank First Corp BFC Stock Holding History

Summit Global Investments’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
2023
Q1 		– Sell
-2,700
Closed -$251K – 509
2022
Q4 		$251K Buy
+2,700
New +$240K 0.02% 418

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State Street
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Geode Capital Management
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Bank of Montreal
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Northern Trust
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SF
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Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
ZCM
Ziegler Capital Management Chicago, Illinois $2.62B AUM 34.71% 1-Year Est. Return

Summit Global Investments's BFC Position: Q1 2023 in Review

Summit Global Investments sold out of Bank First Corp (BFC) in Q1 2023, closing a stake of 2,700 shares — an estimated $251K sold.

Summit Global Investments first reported a position in BFC in Q4 2022 and held it in 1 quarter. The position peaked at $251K in Q4 2022. 77 funds tracked by Wall St. Rank hold BFC as of Q1 2023.

  • Summit Global Investments reported no remaining Bank First Corp position as of Q1 2023 after selling out during the quarter.
  • Summit Global Investments sold 2,700 Bank First Corp shares in Q1 2023, an estimated $251K.
  • Summit Global Investments first reported a position in Bank First Corp in Q4 2022 and held it in 1 quarter.
  • Summit Global Investments's Bank First Corp position peaked at $251K in Q4 2022.
  • 77 funds tracked by Wall St. Rank held Bank First Corp as of Q1 2023.

Based on Summit Global Investments's 13F filing for Q1 2023, filed 4 May 2023.