True Wealth Design’s Bank First Corp BFC Stock Holding History

True Wealth Design’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	$1.48K	Sell	10 -2	-17%	-$285	﹤0.01%	1824
2026 Q1	$1.62K	Sell	12 -1	-8%	-$136	﹤0.01%	1624
2025 Q4	$1.58K	Hold	13	–	–	﹤0.01%	1537
2025 Q3	$1.58K	Buy	13 +1	+8%	+$124	﹤0.01%	1555
2025 Q2	$1.41K	Buy	12 +10	+500%	+$1.11K	﹤0.01%	1323
2025 Q1	$202	Buy	+2	New	+$203	﹤0.01%	1952

Other funds holding BFC

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

LTAS

Linden Thomas Advisory Services Charlotte, North Carolina $1.24B AUM 47.37% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Ellsworth Advisors Hudson, Ohio $609M AUM 52.37% 1-Year Est. Return

TIM

Thompson Investment Management Madison, Wisconsin $872M AUM 35.59% 1-Year Est. Return

FWA

FORM Wealth Advisors Lake Geneva, Wisconsin $909M AUM

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Diversified Management Milwaukee, Wisconsin $468M AUM

TIA

TCFG Investment Advisors Laguna Niguel, California $297M AUM

True Wealth Design's BFC Position: Q2 2026 in Review

True Wealth Design reduced its Bank First Corp (BFC) stake by 17% in Q2 2026, selling an estimated $285 and leaving 10 shares worth $1.48K. The position accounts for ﹤0.01% of the portfolio, ranked #1824.

True Wealth Design first reported a position in BFC in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.62K in Q1 2026. 16 funds tracked by Wall St. Rank hold BFC as of Q2 2026.

True Wealth Design held 10 shares of Bank First Corp worth $1.48K as of Q2 2026.
True Wealth Design sold 2 Bank First Corp shares in Q2 2026, an estimated $285.
Bank First Corp made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1824 holding.
True Wealth Design first reported a position in Bank First Corp in Q1 2025 and has held it in 6 quarters since.
True Wealth Design's Bank First Corp position peaked at $1.62K in Q1 2026.
16 funds tracked by Wall St. Rank held Bank First Corp as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.