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 Q3	$1.49K	Hold	10	–	–	﹤0.01%	1789
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

LPT

Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Ellsworth Advisors Hudson, Ohio $620M AUM 38.17% 1-Year Est. Return

Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return

TIM

Thompson Investment Management Madison, Wisconsin $873M AUM 26.56% 1-Year Est. Return

MSWM

McGlone Suttner Wealth Management Appleton, Wisconsin $861M AUM 14.77% 1-Year Est. Return

FWA

FORM Wealth Advisors Lake Geneva, Wisconsin $896M AUM 12.75% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Diversified Management Milwaukee, Wisconsin $573M AUM 24.64% 1-Year Est. Return

RCA

Resonant Capital Advisors Madison, Wisconsin $2.08B AUM 15.65% 1-Year Est. Return

True Wealth Design's BFC Position: Q3 2026 in Review

True Wealth Design held its Bank First Corp (BFC) position steady in Q3 2026 at 10 shares worth $1.49K. The position accounts for ﹤0.01% of the portfolio, ranked #1789.

True Wealth Design first reported a position in BFC in Q1 2025 and has held it in 7 quarters since. The position peaked at $1.62K in Q1 2026. 18 funds tracked by Wall St. Rank hold BFC as of Q3 2026.

True Wealth Design held 10 shares of Bank First Corp worth $1.49K as of Q3 2026.
True Wealth Design left its Bank First Corp share count unchanged in Q3 2026.
Bank First Corp made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1789 holding.
True Wealth Design first reported a position in Bank First Corp in Q1 2025 and has held it in 7 quarters since.
True Wealth Design's Bank First Corp position peaked at $1.62K in Q1 2026.
18 funds tracked by Wall St. Rank held Bank First Corp as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.