Position in BFC
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$723,206
+$64,789 QoQ
Shares Held
4,875
0.0% QoQ
Ownership
0.044%
of shares outstanding
% of Portfolio
0.51%
of 13F equity value
Holder Rank
#11
of 34 holders
Holding Since
Dec 2022
15 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, 2026McGlone Suttner Wealth Management, Inc. holds $4,105,412 across 7 Banks - Regional names. BFC ranks #2 (17.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp De
|
18,618 | $1,124,527 | |
| 2 | BFC |
Bank First Corp
This page
|
4,875 | $723,206 | |
| 3 | NIC |
Nicolet Bankshares Inc
|
4,120 | $681,406 | |
| 4 | PNC |
Pnc Financial Services Group, Inc.
|
2,101 | $517,308 | |
| 5 | FITB |
Fifth Third Bancorp
|
9,152 | $515,898 | |
| 6 | CFG |
Citizens Financial Group Inc/Ri
|
4,153 | $291,000 | |
| 7 | ASB |
Associated Banc-Corp
|
8,192 | $252,067 |
All Filings in BFC
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $723,206 | 4,875 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $658,417 | 4,875 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $593,872 | 4,875 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $591,386 | 4,875 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $573,543 | 4,875 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $491,107 | 4,875 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $483,063 | 4,875 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $442,162 | 4,875 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $402,626 | 4,875 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $422,516 | 4,875 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $422,467 | 4,875 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $376,106 | 4,875 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $405,600 | 4,875 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $358,702 | 4,875 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $452,497 | 4,875 | Shares | Sole | 2023-02-09 | |
| No filing history on record for this holder in this stock. | ||||||