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

TCFG 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
Q1 		$268K Hold
1,982
– – 0.1% 213
2025
Q4 		$241K Sell
1,982
-40
-2% -$5.09K 0.09% 223
2025
Q3 		$245K Hold
2,022
– – 0.1% 218
2025
Q2 		$238K Hold
2,022
– – 0.11% 219
2025
Q1 		$204K Sell
2,022
-1,000
-33% -$101K 0.1% 224
2024
Q4 		$299K Hold
3,022
– – 0.15% 165
2024
Q3 		$274K Buy
+3,022
New +$268K 0.14% 167

Other funds holding BFC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
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
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
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

TCFG Wealth Management's BFC Position: Q1 2026 in Review

TCFG Wealth Management held its Bank First Corp (BFC) position steady in Q1 2026 at 1,982 shares worth $268K. The position accounts for 0.1% of the portfolio, ranked #213.

TCFG Wealth Management first reported a position in BFC in Q3 2024 and has held it in 7 quarters since. The position peaked at $299K in Q4 2024. 150 funds tracked by Wall St. Rank hold BFC as of Q1 2026.

  • TCFG Wealth Management held 1,982 shares of Bank First Corp worth $268K as of Q1 2026.
  • TCFG Wealth Management left its Bank First Corp share count unchanged in Q1 2026.
  • Bank First Corp made up 0.1% of TCFG Wealth Management's portfolio in Q1 2026, its #213 holding.
  • TCFG Wealth Management first reported a position in Bank First Corp in Q3 2024 and has held it in 7 quarters since.
  • TCFG Wealth Management's Bank First Corp position peaked at $299K in Q4 2024.
  • 150 funds tracked by Wall St. Rank held Bank First Corp as of Q1 2026.

Based on TCFG Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.