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Wealthspire Advisors (New York)’s Bank First Corp BFC Stock Holding History

Wealthspire Advisors (New York)’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
2025
Q4 		– Sell
-745
Closed -$90.4K – 1233
2025
Q3 		$90.4K Buy
+745
New +$92.7K ﹤0.01% 1038

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State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Wealthspire Advisors (New York)'s BFC Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Bank First Corp (BFC) in Q4 2025, closing a stake of 745 shares — an estimated $90.4K sold.

Wealthspire Advisors (New York) first reported a position in BFC in Q3 2025 and held it in 1 quarter. The position peaked at $90.4K in Q3 2025. 145 funds tracked by Wall St. Rank hold BFC as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Bank First Corp position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 745 Bank First Corp shares in Q4 2025, an estimated $90.4K.
  • Wealthspire Advisors (New York) first reported a position in Bank First Corp in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Bank First Corp position peaked at $90.4K in Q3 2025.
  • 145 funds tracked by Wall St. Rank held Bank First Corp as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.