Position in BFC
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$682,410
New position
Shares Held
4,600
first reported quarter
Ownership
0.041%
of shares outstanding
% of Portfolio
0.78%
of 13F equity value
Holder Rank
#12
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, 2026FORM Wealth Advisors, LLC holds $682,410 across 1 Banks - Regional name. BFC ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BFC |
Bank First Corp
This page
|
4,600 | $682,410 |
All Filings in BFC
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $682,410 | 4,600 | Shares | Sole | 2026-07-10 | |
| No filing history on record for this holder in this stock. | ||||||