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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

UBS AM's BFC Position: Q1 2026 in Review

UBS AM increased its Bank First Corp (BFC) stake by 0.39% in Q1 2026, buying an estimated $10.1K and bringing the position to 19,047 shares worth $2.57M. The position accounts for ﹤0.01% of the portfolio, ranked #1920.

UBS AM first reported a position in BFC in Q3 2020 and has held it in 23 quarters since. The position peaked at $3.28M in Q2 2025. 150 funds tracked by Wall St. Rank hold BFC as of Q1 2026.

UBS AM held 19,047 shares of Bank First Corp worth $2.57M as of Q1 2026.
UBS AM bought 74 Bank First Corp shares in Q1 2026, an estimated $10.1K.
Bank First Corp made up ﹤0.01% of UBS AM's portfolio in Q1 2026, its #1920 holding.
UBS AM first reported a position in Bank First Corp in Q3 2020 and has held it in 23 quarters since.
UBS AM's Bank First Corp position peaked at $3.28M in Q2 2025.
150 funds tracked by Wall St. Rank held Bank First Corp as of Q1 2026.

Based on UBS AM's 13F filing for Q1 2026, filed 13 May 2026.