BFC Bank First Corporation
Bank First Corporation (BFC) Institutional Ownership
What the institutions did with BFC last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended September 30, 2026.
Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.
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Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.
Largest holders
| Manager | Shares | % of reported |
|---|---|---|
| GEODE CAPITAL MANAGEMENT, LLC | 295.1K | 24.3% |
| DIMENSIONAL FUND ADVISORS LP | 205.9K | 17.0% |
| Merit Financial Group, LLC | 173.2K | 14.3% |
| BANK OF MONTREAL /CAN/ | 103.9K | 8.6% |
| PRAIRIE ADVISORY, LLC | 74.4K | 6.1% |
| Creative Planning | 60.2K | 5.0% |
| J.W. COLE ADVISORS, INC. | 52.4K | 4.3% |
| Bank of New York Mellon Corp | 47.9K | 3.9% |
| Legacy Private Trust Co. | 40.4K | 3.3% |
| Fisher Asset Management, LLC | 19.6K | 1.6% |
| Linden Thomas Advisory Services, LLC | 14.4K | 1.2% |
| Rosenthal | Henry Capital Advisors, Inc. | 10.4K | 0.9% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 9.5K | 0.8% |
| DEUTSCHE BANK AG\ | 9.4K | 0.8% |
| BARCLAYS PLC | 7.8K | 0.6% |
| CITIGROUP INC | 7.5K | 0.6% |
| Ellsworth Advisors, LLC | 7.4K | 0.6% |
| Annex Advisory Services, LLC | 7.2K | 0.6% |
| THOMPSON INVESTMENT MANAGEMENT, INC. | 6.2K | 0.5% |
| Russell Investments Group, Ltd. | 5.2K | 0.4% |
| Squarepoint Ops LLC | 5.2K | 0.4% |
| McGlone Suttner Wealth Management, Inc. | 4.9K | 0.4% |
| FORM Wealth Advisors, LLC | 4.6K | 0.4% |
| Mueller Wealth, LLC | 4.2K | 0.4% |
| Shakespeare Wealth Management, LLC | 3.5K | 0.3% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| PRAIRIE ADVISORY, LLC | Increased | 37.1K | 74.4K | +37.3K |
| Legacy Private Trust Co. | Increased | 3.5K | 40.4K | +36.9K |
| DIMENSIONAL FUND ADVISORS LP | Increased | 187.7K | 205.9K | +18.2K |
| PRINCIPAL FINANCIAL GROUP INC | Sold Out | 14.7K | 0 | -14.7K |
| Fisher Asset Management, LLC | Increased | 12.5K | 19.6K | +7.2K |
| Y-Intercept (Hong Kong) Ltd | Sold Out | 4.4K | 0 | -4.4K |
| CITIGROUP INC | Reduced | 11.6K | 7.5K | -4.2K |
| US BANCORP \DE\ | Reduced | 6.1K | 2.1K | -4.0K |
| Bank of New York Mellon Corp | Increased | 45.1K | 47.9K | +2.8K |
| Csenge Advisory Group | Sold Out | 2.7K | 0 | -2.7K |
| Squarepoint Ops LLC | Increased | 2.9K | 5.2K | +2.3K |
| VestGen Advisors, LLC | Sold Out | 2.2K | 0 | -2.2K |
| Strive Financial Group ,LLC | New | 0 | 2.1K | +2.1K |
| GEODE CAPITAL MANAGEMENT, LLC | Reduced | 296.5K | 295.1K | -1.4K |
| ProShare Advisors LLC | Sold Out | 1.4K | 0 | -1.4K |
| Creative Planning | Increased | 59.1K | 60.2K | +1.2K |
| RMG Wealth Management LLC | New | 0 | 1.0K | +1.0K |
| DEUTSCHE BANK AG\ | Reduced | 10.4K | 9.4K | -976 |
| Merit Financial Group, LLC | Reduced | 174.0K | 173.2K | -853 |
| BARCLAYS PLC | Increased | 7.5K | 7.8K | +346 |
| Annex Advisory Services, LLC | Reduced | 7.5K | 7.2K | -327 |
| Russell Investments Group, Ltd. | Increased | 4.9K | 5.2K | +266 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Increased | 9.3K | 9.5K | +245 |
| HARBOR CAPITAL ADVISORS, INC. | Increased | 3.2K | 3.4K | +187 |
| TCFG Investment Advisors, LLC | Reduced | 2.0K | 1.9K | -110 |
| J.W. COLE ADVISORS, INC. | Increased | 52.3K | 52.4K | +108 |
| DIVERSIFIED MANAGEMENT INC | Reduced | 2.0K | 1.9K | -100 |
| Versant Capital Management, Inc | Increased | 130 | 200 | +70 |
| BANK OF MONTREAL /CAN/ | Increased | 103.8K | 103.9K | +65 |
| Caitong International Asset Management Co., Ltd | Sold Out | 63 | 0 | -63 |
| ARIZONA STATE RETIREMENT SYSTEM | Increased | 2.7K | 2.8K | +59 |
| Ellsworth Advisors, LLC | Increased | 7.3K | 7.4K | +48 |
| Sterling Capital Management LLC | Increased | 180 | 224 | +44 |
| State of Alaska, Department of Revenue | Increased | 2.2K | 2.2K | +41 |
| Farther Finance Advisors, LLC | Increased | 3 | 24 | +21 |
| Linden Thomas Advisory Services, LLC | Reduced | 14.5K | 14.4K | -21 |
| Parallel Advisors, LLC | Increased | 28 | 42 | +14 |
| EverSource Wealth Advisors, LLC | Increased | 110 | 121 | +11 |
| Larson Financial Group LLC | Increased | 52 | 63 | +11 |
| Mueller Wealth, LLC | Increased | 4.2K | 4.2K | +8 |
| Root Financial Partners, LLC | New | 0 | 8 | +8 |
| SJS Investment Consulting Inc. | New | 0 | 7 | +7 |
| LPL Financial LLC | Increased | 1.6K | 1.6K | +5 |
| COMMONWEALTH EQUITY SERVICES, LLC | Increased | 2.3K | 2.3K | +3 |
| Covestor Ltd | Reduced | 7 | 5 | -2 |
| Allworth Financial LP | Increased | 39 | 40 | +1 |
| Provenance Wealth Advisors, LLC | New | 0 | 1 | +1 |
| Clearstead Advisors, LLC | Reduced | 8 | 7 | -1 |
13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.