Annex Advisory Services, LLC

Position in BFC — Bank First Corp

CIK 1542287 BROOKFIELD, WI

Position in BFC

as of Jun 30, 2026 · filed Jul 10, 2026 Compact

Position Value

$1,111,438

+$91,196 QoQ

Shares Held

7,492

-10.5% QoQ

Ownership

0.067%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

of 34 holders

Holding Since

Mar 2020

9 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Annex Advisory Services, LLC holds $5,300,594 across 4 Banks - Regional names. BFC ranks #3 (21.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	USB	US Bancorp De	36,218	$2,187,567
2	TCBX	Third Coast Bancshares, Inc.	43,273	$1,748,229
3	BFC	Bank First Corp This page	7,492	$1,111,438
4	PNC	Pnc Financial Services Group, Inc.	1,029	$253,360

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,111,438	7,492	-10.5%	Shares	Sole	2026-07-10
2025-12-31	$1,020,242	8,375	-35.0%	Shares	Sole	2026-01-26
2021-09-30	$913,656	12,892	-6.8%	Shares	Sole	2021-10-18
2021-06-30	$965,337	13,836	0.0%	Shares	Sole	2021-07-29
2021-03-31	$1,037,561	13,836	-1.9%	Shares	Sole	2021-04-22
2020-12-31	$913,897	14,099	-5.4%	Shares	Sole	2021-01-28
2020-09-30	$874,571	14,899	-3.2%	Shares	Sole	2020-10-23
2020-06-30	$987,075	15,399	0.0%	Shares	Sole	2020-07-21
2020-03-31	$862,344	15,399	—	Shares	Sole	2020-04-22
No filing history on record for this holder in this stock.