Position in BFC
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$1,658,131
+$121,129 QoQ
Shares Held
12,277
-2.7% QoQ
Ownership
0.110%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2021
19 quarters on record
Voting authority
Sole 67%
Shared 0%
None 33%
Common Shares in BFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026IHT Wealth Management, LLC holds $6,923,362 across 11 Banks - Regional names. BFC ranks #1 (23.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BFC |
Bank First Corp
This page
|
12,277 | $1,658,131 | |
| 2 | UMBF |
Umb Financial Corp
|
8,379 | $945,067 | |
| 3 | USB |
US Bancorp De
|
16,445 | $855,304 | |
| 4 | PNC |
Pnc Financial Services Group, Inc.
|
3,780 | $786,580 | |
| 5 | TFC |
Truist Financial Corp
|
14,611 | $671,667 | |
| 6 | FITB |
Fifth Third Bancorp
|
10,803 | $501,907 | |
| 7 | MTB |
M&T Bank Corp
|
2,008 | $415,093 | |
| 8 | HBAN |
Huntington Bancshares Inc /Md/
|
21,986 | $344,080 |
All Filings in BFC
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,658,131 | 12,277 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,537,002 | 12,617 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,530,568 | 12,617 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,523,332 | 12,948 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,316,571 | 13,069 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,295,007 | 13,069 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,230,708 | 13,569 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,343,656 | 16,269 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,219,360 | 14,069 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,249,550 | 14,419 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,112,425 | 14,419 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,209,228 | 14,534 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $1,069,411 | 14,534 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,347,467 | 14,517 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $1,108,807 | 14,498 | Shares | Sole | 2022-11-22 | |
| 2022-06-30 | $1,098,411 | 14,489 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $615,658 | 8,552 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $617,796 | 8,552 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $606,080 | 8,552 | Shares | Sole | 2021-11-15 | |
| No filing history on record for this holder in this stock. | ||||||