UBS AM
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UBS AM’s Bank First Corp BFC Stock Holding History

UBS AM’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 		$2.85M Buy
19,240
+193
+1% +$27.5K ﹤0.01% 1902
2026
Q1 		$2.57M Buy
19,047
+74
+0.4% +$10.1K ﹤0.01% 1920
2025
Q4 		$2.31M Buy
18,973
+1,831
+11% +$233K ﹤0.01% 1830
2025
Q3 		$2.08M Sell
17,142
-10,718
-38% -$1.33M ﹤0.01% 1729
2025
Q2 		$3.28M Buy
27,860
+7,017
+34% +$781K ﹤0.01% 1915
2025
Q1 		$2.1M Buy
20,843
+7,656
+58% +$775K ﹤0.01% 1970
2024
Q4 		$1.31M Buy
13,187
+1,754
+15% +$174K ﹤0.01% 2245
2024
Q3 		$1.04M Buy
11,433
+155
+1% +$13.7K ﹤0.01% 2377
2024
Q2 		$931K Buy
11,278
+6,302
+127% +$509K ﹤0.01% 2411
2024
Q1 		$431K Hold
4,976
– – ﹤0.01% 2330
2023
Q4 		$431K Hold
4,976
– – ﹤0.01% 2363
2023
Q3 		$384K Hold
4,976
– – ﹤0.01% 2375
2023
Q2 		$366K Hold
4,976
– – ﹤0.01% 2414
2023
Q1 		$366K Sell
4,976
-3,500
-41% -$278K ﹤0.01% 2414
2022
Q4 		$787K Hold
8,476
– – ﹤0.01% 1975
2022
Q3 		$648K Sell
8,476
-628
-7% -$49K ﹤0.01% 2218
2022
Q2 		$690K Hold
9,104
– – ﹤0.01% 2154
2022
Q1 		$655K Buy
9,104
+2,100
+30% +$150K ﹤0.01% 2355
2021
Q4 		$506K Hold
7,004
– – ﹤0.01% 2555
2021
Q3 		$496K Buy
7,004
+3,504
+100% +$244K ﹤0.01% 2504
2021
Q2 		$244K Hold
3,500
– – ﹤0.01% 2686
2021
Q1 		$262K Hold
3,500
– – ﹤0.01% 2511
2020
Q4 		$227K Hold
3,500
– – ﹤0.01% 2476
2020
Q3 		$205K Buy
+3,500
New +$218K ﹤0.01% 2401

Other funds holding BFC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
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
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

UBS AM's BFC Position: Q2 2026 in Review

UBS AM increased its Bank First Corp (BFC) stake by 1% in Q2 2026, buying an estimated $27.5K and bringing the position to 19,240 shares worth $2.85M. The position accounts for ﹤0.01% of the portfolio, ranked #1902.

UBS AM first reported a position in BFC in Q3 2020 and has held it in 24 quarters since. The position peaked at $3.28M in Q2 2025. 170 funds tracked by Wall St. Rank hold BFC as of Q2 2026.

  • UBS AM held 19,240 shares of Bank First Corp worth $2.85M as of Q2 2026.
  • UBS AM bought 193 Bank First Corp shares in Q2 2026, an estimated $27.5K.
  • Bank First Corp made up ﹤0.01% of UBS AM's portfolio in Q2 2026, its #1902 holding.
  • UBS AM first reported a position in Bank First Corp in Q3 2020 and has held it in 24 quarters since.
  • UBS AM's Bank First Corp position peaked at $3.28M in Q2 2025.
  • 170 funds tracked by Wall St. Rank held Bank First Corp as of Q2 2026.

Based on UBS AM's 13F filing for Q2 2026, filed 13 Aug 2026.