Vault-13

BANK FIRST CORP BFC

COM · Common Stock · CUSIP 06211J100

Public bank in Wisconsin

105 institutional holders -1 vs Q4 2023
3,141,8823.1m shares reported held*
31.0% of all shares outstanding*
$268.8mreported value*
12 new 28 added 32 reduced 13 sold out net bought ≈ $5.1m (+59.2k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Shares outstanding: 10.1m as of 2024-02-29, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $85.55.

Trends to Q1 2024

Institutional holders

Managers reporting a position, each quarter

050100150Q3 22: 79Q4 22: 89Q1 23: 79Q2 23: 82Q3 23: 86Q4 23: 106Q1 24: 105105Q3 22Q1 23Q3 23Q1 24
Numbers
QuarterHolders
Q3 202279
Q4 202289
Q1 202379
Q2 202382
Q3 202386
Q4 2023106
Q1 2024105

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
1000100Q4 22: 49 bought or addedQ4 22: 23 cut or sold outQ4 22Q1 23: 40 bought or addedQ1 23: 38 cut or sold outQ1 23Q2 23: 41 bought or addedQ2 23: 25 cut or sold outQ2 23Q3 23: 33 bought or addedQ3 23: 34 cut or sold outQ3 23Q4 23: 54 bought or addedQ4 23: 27 cut or sold outQ4 23Q1 24: 40 bought or addedQ1 24: 45 cut or sold outQ1 24
Numbers
QuarterBought or addedCut or sold out
Q4 20224923
Q1 20234038
Q2 20234125
Q3 20233334
Q4 20235427
Q1 20244045

Biggest buyers

Merit Financial Group, LLC Added +73,317+73.3k
MILLENNIUM MANAGEMENT LLC New +34,533+34.5k
Wealthcare Advisory Partners LLC New +23,696+23.7k
JPMORGAN CHASE & CO Added +16,126+16.1k
STATE STREET CORP Added +13,625+13.6k
FMR LLC Added +7,284+7.3k
AQR CAPITAL MANAGEMENT LLC Added +6,317+6.3k
JANUS HENDERSON GROUP PLC Added +5,731+5.7k
TEACHER RETIREMENT SYSTEM OF TEXAS New +4,760+4.8k
GEODE CAPITAL MANAGEMENT, LLC Added +4,647+4.6k

Biggest sellers

BlackRock Inc. Reduced -29,959-30.0k
State of New Jersey Common Pension Fund D Sold out -19,318-19.3k
MORGAN STANLEY Reduced -15,971-16.0k
CITADEL ADVISORS LLC Reduced -14,710-14.7k
AMERIPRISE FINANCIAL INC Reduced -10,018-10.0k
JANE STREET GROUP, LLC Sold out -8,266-8.3k
BARCLAYS PLC Reduced -6,271-6.3k
Allspring Global Investments Holdings, LLC Sold out -6,152-6.2k
Squarepoint Ops LLC Reduced -6,095-6.1k
BANK OF AMERICA CORP /DE/ Reduced -6,008-6.0k

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

No one currently above 5% in the filings since 19 Dec 2024.

Fell to 5% or below in the last year: VANGUARD GROUP INC (0.0%, 2026-03-26)

Insider purchases and sales in Q1 2024

Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.

Officers and directors buying vs selling

Number of people, by quarter (10% owners not included)

BuyingSelling
202Q2 22: 1 buyingQ2 22: 0 sellingQ3 22: 0 buyingQ3 22: 0 sellingQ3 22Q4 22: 0 buyingQ4 22: 0 sellingQ1 23: 0 buyingQ1 23: 1 sellingQ1 23Q2 23: 0 buyingQ2 23: 0 sellingQ3 23: 0 buyingQ3 23: 0 sellingQ3 23Q4 23: 1 buyingQ4 23: 0 sellingQ1 24: 2 buyingQ1 24: 0 sellingQ1 24
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
Q2 20221$49.0k0——
Q3 20220—0——
Q4 20220—0——
Q1 20230—1$802.5k—
Q2 20230—0——
Q3 20230—0——
Q4 20231$40.7k0——
Q1 20242$102.8k0——
DateInsiderTradeSharesPrice ValueTheir holding
2024-03-15 Bourbulas Mary Kay Director Bought 600 $82.88 $49.7k600 shares +9%
2024-02-06 Maples Phillip R Director Bought 650 $81.72 $53.1k650 shares +49%

Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).

Holders, Q1 2024

#ManagerLocationShares Value% of their portfolioChangeShares change
1 BlackRock Inc. 0.00% of their portfolio New York, NY 666,561666.6k $57.8m $57.8m 0.00% Reduced -30.0k -29,959
2 VANGUARD GROUP INC 0.00% of their portfolio Valley Forge, PA 485,954486.0k $42.1m $42.1m 0.00% Added +3.8k +3,809
3 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 222,190222.2k $19.3m $19.3m 0.00% Added +13.6k +13,625
4 NICOLET ADVISORY SERVICES, LLC 1.79% of their portfolio GREEN BAY, WI 210,826210.8k $17.6m $17.6m 1.79% Reduced -3.2k -3,223
5 GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio BOSTON, MA 201,065201.1k $17.4m $17.4m 0.00% Added +4.6k +4,647
6 Associated Banc-Corp 0.50% of their portfolio Green Bay, WI 180,956181.0k $15.7m $15.7m 0.50% Unchanged
7 BANK OF MONTREAL /CAN/ 0.00% of their portfolio TORONTO, A6 104,890104.9k $9.1m $9.1m 0.00% Unchanged
8 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 89,86089.9k $7.8m $7.8m 0.00% Reduced -2.2k -2,208
9 Merit Financial Group, LLC 0.15% of their portfolio ALPHARETTA, GA 79,10579.1k $6.3m $6.3m 0.15% Added +73.3k +73,317
10 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio SAN FRANCISCO, CA 69,49969.5k $6.0m $6.0m 0.00% Added +954 +954
11 SYNOVUS FINANCIAL CORP 0.07% of their portfolio Columbus, GA 60,11560.1k $5.2m $5.2m 0.07% Unchanged
12 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 52,39552.4k $4.5m $4.5m 0.00% Reduced -16.0k -15,971
13 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 41,75541.8k $3.6m $3.6m 0.00% Reduced -2.2k -2,165
14 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 40,49840.5k $3.5m $3.5m 0.00% Unchanged
15 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 36,74436.7k $3.2m $3.2m 0.00% Added +16.1k +16,126
16 MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio NEW YORK, NY 34,53334.5k $3.0m $3.0m 0.00% New
17 Ziegler Capital Management, LLC 0.01% of their portfolio CHICAGO, IL 31,00031.0k $268.7k $268.7k 0.01% Reduced -1.0k -1,000
18 Nuveen Asset Management, LLC 0.00% of their portfolio CHICAGO, IL 24,91224.9k $2.2m $2.2m 0.00% Unchanged
19 Wealthcare Advisory Partners LLC 0.07% of their portfolio WEST CHESTER, PA 23,69623.7k $2.1m $2.1m 0.07% New
20 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 19,47519.5k $1.7m $1.7m 0.00% Reduced -6.0k -6,008
21 Linden Thomas Advisory Services, LLC 0.25% of their portfolio Charlotte, NC 17,65817.7k $1.5m $1.5m 0.25% Added +281 +281
22 Swiss National Bank 0.00% of their portfolio ZURICH, V8 17,41717.4k $1.5m $1.5m 0.00% Unchanged
23 Beacon Pointe Advisors, LLC 0.02% of their portfolio NEWPORT BEACH, CA 17,07717.1k $1.5m $1.5m 0.02% Unchanged
24 AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio KANSAS CITY, MO 14,16814.2k $1.2m $1.2m 0.00% Added +3.3k +3,347
25 IHT Wealth Management, LLC 0.05% of their portfolio Chicago, IL 14,06914.1k $1.2m $1.2m 0.05% Reduced -350 -350
26 RHUMBLINE ADVISERS 0.00% of their portfolio BOSTON, MA 13,50013.5k $1.2m $1.2m 0.00% Added +357 +357
27 Squarepoint Ops LLC 0.00% of their portfolio NEW YORK, NY 13,17313.2k $1.1m $1.1m 0.00% Reduced -6.1k -6,095
28 AVANTAX ADVISORY SERVICES, INC. 0.01% of their portfolio DALLAS, TX 10,88710.9k $943.6k $943.6k 0.01% Unchanged
29 AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio Greenwich, CT 10,87210.9k $942.3k $942.3k 0.00% Added +6.3k +6,317
30 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 10,65610.7k $923.6k $923.6k 0.00% Added +160 +160
31 UBS Group AG 0.00% of their portfolio ZURICH, V8 10,50810.5k $910.7k $910.7k 0.00% Reduced -492 -492
32 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 10,36610.4k $898.4k $898.4k 0.00% Reduced -10.0k -10,018
33 ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio NASHVILLE, TN 9,9209.9k $859.8k $859.8k 0.00% Unchanged
34 Foundations Investment Advisors, LLC 0.02% of their portfolio PHOENIX, AZ 9,6389.6k $835.3k $835.3k 0.02% Unchanged
35 Legal & General Group Plc 0.00% of their portfolio London, X0 9,2529.3k $801.9k $801.9k 0.00% Added +1.2k +1,219
36 JANUS HENDERSON GROUP PLC 0.00% of their portfolio LONDON, X0 9,1179.1k $789.2k $789.2k 0.00% Added +5.7k +5,731
37 US BANCORP \DE\ 0.00% of their portfolio MINNEAPOLIS, MN 9,0969.1k $788.4k $788.4k 0.00% Unchanged
38 RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio ST PETERSBURG, FL 9,0129.0k $781.1k $781.1k 0.00% Added +1.7k +1,736
39 NICOLET BANKSHARES INC 0.19% of their portfolio GREEN BAY, WI 8,9148.9k $772.6k $772.6k 0.19% Unchanged
40 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio WEST SACRAMENTO, CA 8,8618.9k $768.0k $768.0k 0.00% Reduced -537 -537
41 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 8,2718.3k $716.8k $716.8k 0.00% Reduced -6.3k -6,271
42 CREDIT SUISSE AG/ 0.00% of their portfolio ZURICH, V8 8,1198.1k $703.7k $703.7k 0.00% Added +899 +899
43 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 8,0328.0k $696.1k $696.1k 0.00% Unchanged
44 FMR LLC 0.00% of their portfolio BOSTON, MA 7,8857.9k $683.4k $683.4k 0.00% Added +7.3k +7,284
45 Financial Planning & Information Services, Inc. 0.10% of their portfolio DE PERE, WI 7,3477.3k $636.8k $636.8k 0.10% Reduced -966 -966
46 THOMPSON INVESTMENT MANAGEMENT, INC. 0.09% of their portfolio MADISON, WI 7,1017.1k $615.4k $615.4k 0.09% Unchanged
47 MONETA GROUP INVESTMENT ADVISORS LLC 0.01% of their portfolio ST LOUIS, MO 7,0007.0k $606.7k $606.7k 0.01% Unchanged
48 Baird Financial Group, Inc. 0.00% of their portfolio MILWAUKEE, WI 6,8306.8k $592.0k $592.0k 0.00% Reduced -1.2k -1,230
49 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 6,1836.2k $535.8k $535.8k 0.00% Added +3 +3
50 Steward Partners Investment Advisory, LLC 0.01% of their portfolio STAMFORD, CT 6,0006.0k $520.0k $520.0k 0.01% Unchanged
51 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 5,7025.7k $494.2k $494.2k 0.00% Added +634 +634
52 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 5,5535.6k $481.0k $481.0k 0.00% Added +322 +322
53 N.E.W. Advisory Services LLC 0.05% of their portfolio DE PERE, WI 5,4665.5k $473.7k $473.7k 0.05% Reduced -1.2k -1,220
54 BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio PARIS, I0 5,0525.1k $437.9k $437.9k 0.00% Added +1.8k +1,806
55 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio NEW YORK, NY 4,9765.0k $431.3k $431.3k 0.00% Unchanged
56 FIRST TRUST ADVISORS LP 0.00% of their portfolio Wheaton, IL 4,9745.0k $431.1k $431.1k 0.00% Reduced -390 -390
57 Regal Investment Advisors LLC 0.03% of their portfolio KENTWOOD, MI 4,9505.0k $429.0k $429.0k 0.03% Unchanged
58 MetLife Investment Management, LLC 0.00% of their portfolio Whippany, NJ 4,9484.9k $428.8k $428.8k 0.00% Unchanged
59 DEUTSCHE BANK AG\ 0.00% of their portfolio FRANKFURT AM MAIN, 2M 4,9254.9k $426.9k $426.9k 0.00% Added +567 +567
60 DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio AUSTIN, TX 4,8764.9k $422.6k $422.6k 0.00% Added +129 +129
61 McGlone Suttner Wealth Management, Inc. 0.08% of their portfolio APPLETON, WI 4,8754.9k $422.5k $422.5k 0.08% Unchanged
62 TEACHER RETIREMENT SYSTEM OF TEXAS 0.00% of their portfolio AUSTIN, TX 4,7604.8k $413.0k $413.0k 0.00% New
63 AMERICAN INTERNATIONAL GROUP, INC. 0.00% of their portfolio New York, NY 4,6024.6k $398.9k $398.9k 0.00% Reduced -40 -40
64 ExodusPoint Capital Management, LP 0.00% of their portfolio NEW YORK, NY 4,3154.3k $374.0k $374.0k 0.00% New
65 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 4,2644.3k $369.6k $369.6k 0.00% Reduced -14.7k -14,710
66 HRT FINANCIAL LP 0.00% of their portfolio NEW YORK, NY 4,2294.2k $366.0k $366.0k 0.00% New
67 TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio NEW YORK, NY 4,1684.2k $361.2k $361.2k 0.00% Added +139 +139
68 Qube Research & Technologies Ltd 0.00% of their portfolio LONDON, X0 4,0384.0k $350.0k $350.0k 0.00% Reduced -947 -947
69 MARSHALL WACE, LLP 0.00% of their portfolio LONDON, X0 4,0354.0k $349.7k $349.7k 0.00% New
70 MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio DENVER, CO 4,0314.0k $349.0k $349.0k 0.00% New
71 HARBOUR INVESTMENTS, INC. 0.01% of their portfolio MADISON, WI 4,0004.0k $346.7k $346.7k 0.01% Unchanged
72 NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio ALBANY, NY 3,8623.9k $334.7k $334.7k 0.00% Reduced -3 -3
73 Legacy Private Trust Co. 0.02% of their portfolio NEENAH, WI 3,6553.7k $316.8k $316.8k 0.02% Unchanged
74 MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio Toronto, A6 3,5343.5k $306.3k $306.3k 0.00% Added +10 +10
75 SG Americas Securities, LLC 0.00% of their portfolio NEW YORK, NY 3,4043.4k $295.0k $295.0k 0.00% Reduced -1.9k -1,871
76 VOYA INVESTMENT MANAGEMENT LLC 0.00% of their portfolio ATLANTA, GA 3,4023.4k $294.9k $294.9k 0.00% Reduced -695 -695
77 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 3,2973.3k $285.8k $285.8k 0.00% Added +413 +413
78 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 3,0093.0k $261.0k $261.0k 0.00% Reduced -2.5k -2,480
79 Crescent Grove Advisors, LLC 0.03% of their portfolio LAKE FOREST, IL 2,8802.9k $250.6k $250.6k 0.03% Reduced -3.0k -3,000
80 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 2,8512.9k $247.2k $247.2k 0.00% Reduced -96 -96
81 TWO SIGMA ADVISERS, LP 0.00% of their portfolio NEW YORK, NY 2,8002.8k $242.7k $242.7k 0.00% New
82 EntryPoint Capital, LLC 0.21% of their portfolio NEW YORK, NY 2,7262.7k $236.3k $236.3k 0.21% Added +1.4k +1,382
83 Csenge Advisory Group 0.01% of their portfolio CLEARWATER, FL 2,6892.7k $233.1k $233.1k 0.01% Unchanged
84 PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio BALTIMORE, MD 2,6762.7k $232.0k $232.0k 0.00% New
85 BLAIR WILLIAM & CO/IL 0.00% of their portfolio CHICAGO, IL 2,6692.7k $231.3k $231.3k 0.00% Reduced -29 -29
86 Mariner, LLC 0.00% of their portfolio Overland Park, KS 2,6332.6k $228.2k $228.2k 0.00% Reduced -862 -862
87 SHERBROOKE PARK ADVISERS LLC 0.04% of their portfolio WHITE PLAINS, NY 2,5652.6k $222.3k $222.3k 0.04% New
88 ARIZONA STATE RETIREMENT SYSTEM 0.00% of their portfolio PHOENIX, AZ 2,4212.4k $209.8k $209.8k 0.00% Reduced -48 -48
89 Raymond James Financial Services Advisors, Inc. 0.00% of their portfolio ST. PETERSBURG, FL 2,4002.4k $208.0k $208.0k 0.00% Unchanged
90 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 2,0062.0k $173.9k $173.9k 0.00% Added +504 +504
91 CANADA LIFE ASSURANCE Co 0.00% of their portfolio WINNIPEG, A2 1,1911.2k $102.0k $102.0k 0.00% Unchanged
92 Ameritas Investment Partners, Inc. 0.00% of their portfolio LINCOLN, NE 921921 $79.8k $79.8k 0.00% Unchanged
93 Quantbot Technologies LP 0.00% of their portfolio NEW YORK, NY 592592 $51.3k $51.3k 0.00% Reduced -477 -477
94 Johnson Financial Group, Inc. 0.00% of their portfolio RACINE, WI 560560 $48.7k $48.7k 0.00% Unchanged
95 Metropolitan Life Insurance Co/NY 0.00% of their portfolio New York, NY 513513 $44.5k $44.5k 0.00% Unchanged
96 AMALGAMATED BANK 0.00% of their portfolio NEW YORK, NY 317317 $27.0k $27.0k 0.00% Reduced -462 -462
97 NISA INVESTMENT ADVISORS, LLC 0.00% of their portfolio ST. LOUIS, MO 230230 $20.0k $20.0k 0.00% Unchanged
98 Ancora Advisors LLC 0.00% of their portfolio Cleveland, OH 174174 $15.1k $15.1k 0.00% Unchanged
99 Tower Research Capital LLC (TRC) 0.00% of their portfolio NEW YORK, NY 127127 $11.0k $11.0k 0.00% Reduced -2.7k -2,729
100 QUADRANT CAPITAL GROUP LLC 0.00% of their portfolio CINCINNATI, OH 4141 $3.6k $3.6k 0.00% Unchanged