Ziegler Capital Management’s Bank First Corp BFC Stock Holding History

Ziegler Capital Management’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
2024 Q1	$269K	Sell	31,000 -1,000	-3%	-$84.6K	0.01%	377
2023 Q4	$2.77M	Sell	32,000 -4,215	-12%	-$348K	0.13%	190
2023 Q3	$2.79M	Sell	36,215 -6,570	-15%	-$537K	0.11%	197
2023 Q2	$3.56M	Hold	42,785	–	–	0.14%	191
2023 Q1	$3.15M	Hold	42,785	–	–	0.12%	192
2022 Q4	$3.97M	Hold	42,785	–	–	0.17%	175
2022 Q3	$3.27M	Hold	42,785	–	–	0.14%	181
2022 Q2	$3.24M	Buy	+42,785	New	+$3.08M	0.13%	190
2020 Q3	–	Sell	-43,000	Closed	-$2.76M	–	414
2020 Q2	$2.76M	Sell	43,000 -43,000	-50%	-$2.47M	0.09%	227
2020 Q1	$4.82M	Buy	+86,000	New	+$5.28M	0.13%	202

Other funds holding BFC

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

NAS

Nicolet Advisory Services Green Bay, Wisconsin $1.48B AUM 17.28% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

ABC

Associated Banc-Corp Green Bay, Wisconsin $3.78B AUM 21.74% 1-Year Est. Return

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

MFG

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

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

Ziegler Capital Management's BFC Position: Q1 2024 in Review

Ziegler Capital Management reduced its Bank First Corp (BFC) stake by 3.1% in Q1 2024, selling an estimated $84.6K and leaving 31,000 shares worth $269K. The position accounts for 0.01% of the portfolio, ranked #377.

Ziegler Capital Management first reported a position in BFC in Q1 2020 and has held it in 10 quarters since. The position peaked at $4.82M in Q1 2020. 104 funds tracked by Wall St. Rank hold BFC as of Q1 2024.

Ziegler Capital Management held 31,000 shares of Bank First Corp worth $269K as of Q1 2024.
Ziegler Capital Management sold 1,000 Bank First Corp shares in Q1 2024, an estimated $84.6K.
Bank First Corp made up 0.01% of Ziegler Capital Management's portfolio in Q1 2024, its #377 holding.
Ziegler Capital Management first reported a position in Bank First Corp in Q1 2020 and has held it in 10 quarters since.
Ziegler Capital Management's Bank First Corp position peaked at $4.82M in Q1 2020.
104 funds tracked by Wall St. Rank held Bank First Corp as of Q1 2024.

Based on Ziegler Capital Management's 13F filing for Q1 2024, filed 15 May 2024.