Bank First Ownership | Who Owns Bank First?
Bank First Ownership Summary
Bank First is owned by 30.25% institutional investors, 10.03% insiders, and 59.72% retail investors. Blackrock is the largest institutional shareholder, holding 6.90% of BFC shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 2.84% of its assets in Bank First shares.
BFC Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Bank First | 30.25% | 10.03% | 59.72% |
| Sector | Financial Services Stocks | 86.48% | 14.02% | -0.50% |
| Industry | Regional Banks Stocks | 51.80% | 12.03% | 36.18% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock | 702.13K | 6.90% | $57.99M |
| Vanguard group | 477.37K | 4.69% | $39.43M |
| State street | 230.40K | 2.26% | $19.11M |
| Nicolet advisory services | 220.83K | 2.17% | $18.22M |
| Geode capital management | 214.28K | 2.11% | $17.70M |
| Merit financial group | 179.81K | 1.81% | $17.82M |
| Bank of montreal /can/ | 104.89K | 1.03% | $8.70M |
| Northern trust | 87.05K | 0.86% | $7.19M |
| Charles schwab investment management | 70.39K | 0.69% | $5.81M |
| Synovus financial | 60.12K | 0.59% | $4.96M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Nicolet advisory services | 220.83K | 1.75% | $18.22M |
| John w. rosenthal capital management | 10.40K | 0.95% | $1.03M |
| Merit financial group | 179.81K | 0.32% | $17.82M |
| Linden thomas advisory services | 17.85K | 0.22% | $1.77M |
| Nicolet bankshares | 8.91K | 0.18% | $736.21K |
| Thompson investment management | 7.10K | 0.10% | $703.64K |
| Financial planning & information services | 7.35K | 0.09% | $606.79K |
| F/m investments | 31.00K | 0.09% | $2.56M |
| Mcglone suttner wealth management | 4.88K | 0.08% | $483.06K |
| Synovus financial | 60.12K | 0.07% | $4.96M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Merit financial group | 179.81K | 0.32% | 84.52K |
| Blackrock | 702.13K | 0.00% | 35.57K |
| F/m investments | 31.00K | 0.09% | 31.00K |
| American century companies | 37.87K | 0.00% | 23.70K |
| Geode capital management | 214.28K | 0.00% | 13.22K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Associated banc-corp | - | - | -180.96K |
| Millennium management | 10.06K | 0.00% | -24.47K |
| Squarepoint ops | - | - | -13.17K |
| Bank of america corp /de/ | 6.95K | 0.00% | -12.52K |
| Raymond james & associates | - | - | -9.01K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| F/m investments | 31.00K | 0.09% | 31.00K | $2.56M |
| John w. rosenthal capital management | 10.40K | 0.95% | 10.40K | $1.03M |
| Corebridge financial | 5.27K | 0.00% | 5.27K | $435.50K |
| Mirae asset global etfs | 4.88K | 0.00% | 4.88K | $403.12K |
| Copeland capital management | 90.00 | 0.00% | 90.00 | $8.92K |
Sold Out
| Holder | Change |
|---|---|
| Signaturefd | -20.00 |
| Quarry lp | -45.00 |
| Metropolitan life insurance co/ny | -513.00 |
| Johnson financial group | -560.00 |
| Raymond james financial services advisors | -2.40K |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Sep 30, 2024 | 112 | 15.46% | 3,029,164 | 3.64% | 30 | 3.67% | 64 | 36.17% | 24 | -4.00% |
| Jun 30, 2024 | 96 | -6.80% | 2,922,765 | -5.37% | 28 | 3.12% | 46 | 17.95% | 25 | -21.88% |
| Mar 31, 2024 | 103 | -0.96% | 3,088,575 | 1.75% | 30 | 3.52% | 39 | -29.09% | 32 | 28.00% |
| Dec 31, 2023 | 104 | 25.30% | 3,035,434 | 5.98% | 29 | 3.82% | 55 | 71.88% | 25 | -13.79% |
| Sep 30, 2023 | 83 | 3.75% | 2,864,183 | 0.51% | 27 | 3.22% | 32 | -21.95% | 29 | 52.63% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Total Stock Mkt Idx Inv | 284.52K | 2.84% | 754.00 |
| iShares Russell 2000 ETF | 271.66K | 2.71% | -1.05K |
| Vanguard Institutional Extnd Mkt Idx Tr | 138.28K | 1.38% | 16.91K |
| Fidelity Small Cap Index | 99.77K | 1.00% | 414.00 |
| iShares Russell 2000 Value ETF | 93.52K | 0.93% | -2.60K |
| State St Russell Sm/Mid Cp® Indx NL Cl C | 58.57K | 0.58% | -1.00K |
| Fidelity Extended Market Index | 49.93K | 0.50% | -329.00 |
| Vanguard Russell 2000 ETF | 45.93K | 0.46% | -272.00 |
| Schwab US Small-Cap ETF™ | 43.92K | 0.44% | - |
| Avantis US Small Cap Value ETF | 34.42K | 0.34% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Dec 03, 2024 | Johnson Stephen E | - | Sell | $255.07K |
| Mar 15, 2024 | Bourbulas Mary Kay | - | Buy | $24.82K |
| Mar 15, 2024 | Bourbulas Mary Kay | - | Buy | $24.90K |
| Feb 06, 2024 | Maples Phillip R | - | Buy | $53.12K |
| Oct 26, 2023 | LeMahieu Kevin M. | Chief Financial Officer | Buy | $40.74K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2024 Q4 | - | 1 |
| 2024 Q3 | - | - |
| 2024 Q2 | - | - |
| 2024 Q1 | 3 | - |
| 2023 Q4 | 1 | - |
BFC Ownership FAQ
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