Position in BFC
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$25,819,722
+$1,950,975 QoQ
Shares Held
174,046
-1.5% QoQ
Ownership
1.56%
of shares outstanding
% of Portfolio
0.47%
of 13F equity value
Holder Rank
#1
of 34 holders
Holding Since
Dec 2022
14 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Merit Financial Group, LLC holds $115,541,771 across 71 Banks - Regional names. BFC ranks #1 (22.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BFC |
Bank First Corp
This page
|
174,046 | $25,819,722 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
74,463 | $18,334,277 | |
| 3 | NIC |
Nicolet Bankshares Inc
|
46,857 | $7,749,678 | |
| 4 | CFG |
Citizens Financial Group Inc/Ri
|
70,592 | $4,946,376 | |
| 5 | TFC |
Truist Financial Corp
|
98,933 | $4,928,837 | |
| 6 | USB |
US Bancorp De
|
76,242 | $4,605,014 | |
| 7 | KEY |
Keycorp /New/
|
118,987 | $2,742,645 | |
| 8 | AX |
Axos Financial, Inc.
|
24,147 | $2,351,674 |
All Filings in BFC
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $25,819,722 | 174,046 | Shares | Other | 2026-07-20 | |
| 2026-03-31 | $23,868,747 | 176,727 | Shares | Other | 2026-04-15 | |
| 2025-12-31 | $21,622,683 | 177,497 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $21,520,151 | 177,398 | Shares | Other | 2025-11-07 | |
| 2025-06-30 | $20,938,994 | 177,977 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $16,446,812 | 163,260 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $17,817,769 | 179,814 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $8,642,803 | 95,290 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $6,533,942 | 79,113 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $6,856,030 | 79,105 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $501,588 | 5,788 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $239,242 | 3,101 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $257,088 | 3,090 | Shares | Sole | 2023-08-01 | |
| 2022-12-31 | $238,918 | 2,574 | Shares | Sole | 2023-01-13 | |
| No filing history on record for this holder in this stock. | ||||||