Position in BFC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$964,275
+$86,385 QoQ
Shares Held
6,500
0.0% QoQ
Ownership
0.059%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026MONETA GROUP INVESTMENT ADVISORS LLC holds $50,243,161 across 21 Banks - Regional names. BFC ranks #8 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FSUN |
Firstsun Capital Bancorp
|
333,000 | $12,913,740 | |
| 2 | CBSH |
Commerce Bancshares Inc /Mo/
|
219,551 | $12,679,070 | |
| 3 | EFSC |
Enterprise Financial Services Corp
|
99,578 | $6,560,198 | |
| 4 | USB |
US Bancorp De
|
80,933 | $4,888,353 | |
| 5 | FMBH |
First Mid Bancshares, Inc.
|
66,368 | $3,191,637 | |
| 6 | BUSE |
First Busey Corp /Nv/
|
64,389 | $1,899,475 | |
| 7 | HWBK |
Hawthorn Bancshares, Inc.
|
44,745 | $1,758,478 | |
| 8 | BFC |
Bank First Corp
This page
|
6,500 | $964,275 |
All Filings in BFC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $964,275 | 6,500 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $877,890 | 6,500 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $791,830 | 6,500 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $788,515 | 6,500 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $764,725 | 6,500 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $654,810 | 6,500 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $644,085 | 6,500 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $634,900 | 7,000 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $578,130 | 7,000 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $606,690 | 7,000 | Shares | Sole | 2024-08-13 | |
| 2023-12-31 | $606,620 | 7,000 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $540,050 | 7,000 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $582,400 | 7,000 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $515,060 | 7,000 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $755,183 | 8,136 | Shares | Sole | 2023-02-16 | |
| 2022-09-30 | $534,977 | 6,995 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $533,020 | 7,031 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $504,001 | 7,001 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $505,968 | 7,004 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $496,019 | 6,999 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $487,971 | 6,994 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $525,004 | 7,001 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $453,999 | 7,004 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $411,017 | 7,002 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $449,020 | 7,005 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $392,000 | 7,000 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||