BFC

Bank First Corp Cross-source read$155.08 0.74%
FinancialsCUSIP 06211J100· EOD Sep 8, 2026

Among active 13F managers last quarter, 8 opened and 12 added, while 13 reduced; the largest holder to move was Merit Financial Group, LLC (−1.5%). Over the last 180 days, 3 insiders bought and none sold, a net +$255K in open-market trades.

Tracked 13F holders
149
64 in Q2 2026 filings
13F value (tracked)
$582.0M
Smart-money readBullish
Net sellingNet buying
Funds · active managers, latest 13F
20 adding · 13 trimming
Insiders · Form 4 open-market, 180d
3 buying · 0 selling · +$255K
US House · STOCK Act, 180d
0 buying · 0 selling

Funds lean in and no leg opposes.

Price & smart-money activity

$155.08 0.74%5Y +127.3%
$59.63$85.76$111.89$138.01$164.1420212022202320242025202667568647106107515771041642811131017101717218122116281528222283022213
Hover for who · click for detailEnd-of-day closing prices52w $119.08 – $158.42

Who owns BFC?

149 tracked 13F filers · ranked by shares held

149 tracked 13F filers disclose a position in BFC as of the latest SEC 13F filings, a combined $582.0M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

#FundSharesPosition valueLast moveAs ofHistory
1BlackRock, Inc.821K
$121.9M
+7.8%
Added · +59K sh
Q2 2026
2Vanguard Capital Management LLC465K
$69.0M
−1.2%
Reduced · −6K sh
Q2 2026
3State Street Corp437K
$65.1M
+25%
Added · +89K sh
Q2 2026
4Geode Capital Management, LLC296K
$44.0M
+5.1%
Added · +14K sh
Q2 2026
5Merit Financial Group, LLC174K
$25.8M
−1.5%
Reduced · −3K sh
Q2 2026
6Dimensional Fund Advisors LP160K
$21.6M
+21%
Added · +28K sh
Q1 2026
7Vanguard Portfolio Management LLC147K
$21.7M
+7.8%
Added · +11K sh
Q2 2026
8Bank Of Montreal104K
$14.0M
~0%
Reduced · −2 sh
Q1 2026
9Northern Trust Corp98K
$13.3M
+14%
Added · +12K sh
Q1 2026
10Charles Schwab Investment Management Inc84K
$11.3M
+12%
Added · +9K sh
Q1 2026
11First Trust Advisors LP73K
$9.9M
+9.6%
Added · +6K sh
Q1 2026
12Vanguard Fiduciary Trust Co68K
$10.1M
+0.6%
Added · +413 sh
Q2 2026
13Creative Planning59K
$7.9M
~0%
Reduced · −6 sh
Q1 2026
14J.W. Cole Advisors, Inc.52K
$7.8M
Added
Added · +52K sh
Q2 2026
15Nicolet Bankshares Inc52K
$7.8M
~0%
Added · +15 sh
Q2 2026
16Stifel Financial Corp42K
$5.7M
−2.0%
Reduced · −856 sh
Q1 2026
17Bank of New York Mellon Corp42K
$5.6M
+3.5%
Added · +1K sh
Q1 2026
18Morgan Stanley38K
$5.1M
−25%
Reduced · −13K sh
Q1 2026
19Goldman Sachs Group Inc38K
$5.1M
−19%
Reduced · −9K sh
Q1 2026
20Prairie Advisory, LLC37K
$5.5M
New
+37K sh
Q2 2026
21Two Sigma Investments, LP36K
$4.8M
+78%
Added · +16K sh
Q1 2026
22Renaissance Technologies LLC34K
$4.6M
−36%
Reduced · −19K sh
Q1 2026
23American Century Companies Inc27K
$3.7M
−43%
Reduced · −21K sh
Q1 2026
24UBS Group AG23K
$3.1M
−41%
Reduced · −16K sh
Q1 2026
25Nuveen, LLC22K
$2.9M
+3.5%
Added · +738 sh
Q1 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Is BFC being bought or sold by institutions?

Last quarter, 8 funds opened a new position in BFC and 12 added to an existing one, while 13 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened
8
funds took a first position
Added
12
added to an existing position
Reduced
13
reduced, still holding
Biggest moves · ranked by size of the change, positions above a floor

Funds that own BFC also own

CompanyCo-held byTheir position there
Microsoft CorpMSFT75 funds$156.6B
JPMorgan Chase & CoJPM75 funds$38.0B
Apple IncAAPL74 funds$184.2B
Amazon.com IncAMZN74 funds$121.1B
Visa Inc-Class A SharesV74 funds$36.6B
Nvidia CorpNVDA73 funds$255.7B
Eli Lilly & CoLLY73 funds$54.3B
Costco Wholesale CorpCOST73 funds$24.0B
Meta Platforms Inc-Class AMETA72 funds$65.5B
Tesla IncTSLA72 funds$38.8B
Alphabet Inc-CL AGOOGL71 funds$109.9B
Broadcom IncAVGO71 funds$104.9B

Ranked by how many of BFC's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in BFC.

Insider activity (Form 4)

Full insider page →
Buys · 180d
$255K
3 insiders
Net · 180d
$255K
3 open-market transactions
DateInsiderRoleActionSharesValue
Aug 17, 2026Pearson Tracy CDirectorBuy (P)1K$161K
Apr 22, 2026Sprang Todd A.DirectorBuy (P)450$63K
Apr 21, 2026Stayer-Suprick Michael SDirectorBuy (P)225$32K
Feb 11, 2026Eldred Steven MDirectorSell (S)8K$1.2M
Feb 6, 2026Eldred Steven MDirectorSell (S)8K$1.2M
Jan 27, 2026Sprang Todd A.DirectorBuy (P)150$21K
Aug 19, 2025Stayer-Suprick Michael SDirectorBuy (P)410$50K
Mar 4, 2025McConeghy Daniel CDirectorBuy (P)380$40K
Feb 19, 2025Stayer-Suprick Michael SDirectorBuy (P)1K$102K
Dec 3, 2024Johnson Stephen EDirectorSell (S)2K$255K
Mar 15, 2024Bourbulas Mary KayDirectorBuy (P)
2 lots, same day
600$50K
Feb 6, 2024Maples Phillip RDirectorBuy (P)650$53K

One row per insider, day and transaction code; shares and value are summed across the lots. Every lot is on the full insider page and in the filing.

Do institutions, insiders and Congress agree?

Confluence: insiders and funds buying

Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.

SEC EDGAR 13F + Form 4 + US House STOCK Act{ }get_ticker_confluence · API & MCP

Signals by source

Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive

SourceBuyingSellingNet
13F funds
Top 100 holders by value, passive included; the hero counts active managers only
3932
Insiders
Form 4 open-market
30+$255K
US House
STOCK Act trades
00$0
Sector rotation
BFC is in Financials, which smart money is rotating OUT OF
$31.6B

Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.

Institutional ownership over time

64 tracked filers in Q2 2026 filingsstill filing
068135Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
tracked filers holding their reported valueQ2 2026 filings so far: $195.0M · 1 values withheld
Each bar counts tracked filers with a position in that quarter's filings, so the newest bar excludes filers still on an earlier quarter. Arkolith's tracked universe has grown over this window; part of any long-run rise is coverage, not new buyers.

Recent filings

15 most recent

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Connected entities for BFC

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Ask your agent what changed in BFC

This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/BFC/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for BFC.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for BFC. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.