Skip to main content

Shakespeare Wealth Management, LLC

Position in BFC — Bank First Corp

CIK 1658509 Pewaukee, WI

Position in BFC

as of Jun 30, 2026 · filed Jul 20, 2026
Position Value
$521,895
New position
Shares Held
3,518
first reported quarter
Ownership
0.032%
of shares outstanding
% of Portfolio
1.64%
of 13F equity value
Holder Rank
#16
of 34 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority Sole 0% Shared 0% None 100%

Position in Banks - Regional

Financial Services · as of Jun 30, 2026

Shakespeare Wealth Management, LLC holds $4,125,200 across 5 Banks - Regional names. BFC ranks #4 (12.7% of the industry book) .

# Ticker Company Shares Value (USD) Open
4 BFC
Bank First Corp
This page
3,518 $521,895

All Filings in BFC

Export CSV
1 filing row on record
Report Date Value (USD) Shares
2026-06-30 $521,895 3,518