BFC β€” BANK FIRST CORP

Ownership history in TCFG WEALTH MANAGEMENT, LLC  Β·  6 quarters on record

AI Ownership Summary

TCFG WEALTH MANAGEMENT, LLC reported BANK FIRST CORP (BFC) in 6 quarterly 13F filings from 2024 Q3 through 2025 Q4. Peak portfolio weight reached 0.15% in 2024 Q4. The latest visible filing shows BFC at 0.09% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this BFC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was TCFG WEALTH MANAGEMENT, LLC's position in BANK FIRST CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

BFC was reported at 0.09% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.15% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How TCFG WEALTH MANAGEMENT, LLC held BFC β€” position size vs. price
% of Fund (quarterly)    BFC price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 1,982 -40 -2.0% 0.09% $241K 2026-02-14 (Est.) $145.45
2025 Q3 UNCHANGED 2,022 β€” 0% 0.10% $245K 2025-11-18 $120.01
2025 Q2 UNCHANGED 2,022 β€” 0% 0.11% $238K 2025-07-23 $130.87
2025 Q1 REDUCED 2,022 -1,000 -33.1% 0.10% $204K 2025-04-17 $101.62
2024 Q4 UNCHANGED 3,022 β€” 0% 0.15% $299K 2025-01-30 $96.89
2024 Q3 INITIATED 3,022 β€” β€” 0.14% $274K 2024-10-15 $86.42

FAQ About TCFG WEALTH MANAGEMENT, LLC and BFC

These are the practical questions this page is built to answer before you even open the full history table.

How long has TCFG WEALTH MANAGEMENT, LLC reported owning BFC?

TCFG WEALTH MANAGEMENT, LLC reported BFC across 6 quarterly 13F filings, from 2024 Q3 through 2025 Q4.

What was the largest reported BFC position in TCFG WEALTH MANAGEMENT, LLC's portfolio?

The largest reported portfolio weight for BFC was 0.15% in 2024 Q4.

What is the latest reported BFC position on this page?

The most recent filing on this page is 2025 Q4, when TCFG WEALTH MANAGEMENT, LLC reported 1,982 shares, equal to 0.09% of portfolio, with an estimated market value of $241K.

What does the chart on this BFC ownership page compare?

The chart compares TCFG WEALTH MANAGEMENT, LLC's quarterly BFC portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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