13FPulse
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BF

BFC BANK FIRST CORP

2026Q2 · CUSIP 06211J100 · Sector: Financials

Piling in

Net holder growth ranks near the top of the market

Funds that own it
164
Institutions that reported holding it to the SEC
Net increase in holders
+18
Last quarter 146 → now 164
How unusual is that
Top 20%
Stronger buying than 81% of US stocks
What the filings say, in one paragraph

164 funds held BFC at the end of 2026Q2, up 18 from the quarter before. That is stronger buying than 81.4% of US stocks — among the most piled-into names this quarter. On the business itself, the P/E is 19.5x, return on equity is 9.9%. BFC has had 2 buying rushes in its history. It sits in the Financials sector.

How many funds owned it, quarter by quarter

Bars = net change in institutional holders, positive (green) or negative (red). Line = total institutional holders.

2014Q3: holders=3 2014Q4: holders=3 2015Q1: holders=3 2015Q2: holders=3 2015Q3: holders=3 2015Q4: holders=3 2016Q1: holders=3 2016Q2: holders=3 2016Q3: holders=3 2016Q4: holders=3 2017Q1: holders=3 2017Q2: holders=3 2017Q3: holders=4 2017Q4: holders=4 2018Q1: holders=4 2018Q2: holders=4 2018Q3: holders=4 2018Q4: holders=20 2019Q1: holders=31 2019Q2: holders=45 2019Q3: holders=47 2019Q4: holders=52 2020Q1: holders=52 2020Q2: holders=56 2020Q3: holders=56 2020Q4: holders=56 2021Q1: holders=64 2021Q2: holders=59 2021Q3: holders=61 2021Q4: holders=64 2022Q1: holders=65 2022Q2: holders=71 2022Q3: holders=77 2022Q4: holders=85 2023Q1: holders=76 2023Q2: holders=80 2023Q3: holders=84 2023Q4: holders=105 2024Q1: holders=103 2024Q2: holders=96 2024Q3: holders=111 2024Q4: holders=117 2025Q1: holders=117 2025Q2: holders=115 2025Q3: holders=130 2025Q4: holders=143 2026Q1: holders=146 2026Q2: holders=164 -21 -10.5 +0 +10.5 +21 288173 14Q316Q117Q319Q120Q322Q123Q325Q126Q2 Net change in holders (bars) Total funds holding (line)

What happened after each past buying rush 2 times in its history

Quarter of the rush How unusual then Price, next 3 months Price, next 6 months
2026Q2 Top 20% — —
2019Q2 Top 10% — —

These are the raw price moves, not how much it beat the market by. Compare them against the market over the same months — in a strong bull market almost everything is up.

Show all the numbers (large funds, value held, options…) ▾
Of them, large funds
94
Change in large funds
+4
Total value they hold
$616M
Funds buying for the first time
36
Funds that sold out entirely
18
Price change that quarter
+5.0%
Funds holding puts (bearish)
0
Funds holding calls (bullish)
0

These are for people who want to dig. Skip them if they do not mean anything to you — the three numbers above are enough.

8,697 institutions have filed for this quarter. 13F permits late filing and a small number arrive in the weeks after the deadline, so the holder counts and changes below may tick up.

Fundamentals

PE (TTM)
19.5
EPS (TTM)
$7.69
EPS YoY
+11.0%
Revenue (TTM)
—
Revenue YoY
—
Net margin
—
ROE
9.9%
Debt ratio
86.2%
FCF (TTM)
$43M
Dividend (TTM)
$1.95
Quarterly Revenue & EPS
2021-09-30: EPS 1.46 2021-12-31: EPS 1.47 2022-03-31: EPS 1.34 2022-06-30: EPS 1.55 2022-09-30: EPS 1.26 2022-12-31: EPS 1.43 2023-03-31: EPS 1.09 2023-06-30: EPS 1.37 2023-09-30: EPS 1.43 2023-12-31: EPS 3.39 2024-03-31: EPS 1.51 2024-06-30: EPS 1.59 2024-09-30: EPS 1.65 2024-12-31: EPS 1.75 2025-03-31: EPS 1.82 2025-06-30: EPS 1.71 2025-09-30: EPS 1.83 2025-12-31: EPS 1.87 2026-03-31: EPS 1.78 2026-06-30: EPS 2.21 0.00 1.86 3.73 20212022202320242025202606/26 EPS

Quarterly figures, revenue up to 10 years back; EPS split-adjusted, early quarters hidden when not calibrable

P/E (TTM) over time
4Y median 14 9 15 22 20222023202420252026

P/E = close around day 47 after quarter-end ÷ TTM EPS then; this is a consistent valuation date, not the company’s actual filing date; loss quarters hidden

Quarterly free cash flow
-17M5M27M 2017201820192020202120222023202420252026
Latest quarter $-17M (2026-03-31)

FCF = operating cash flow − capex, computed from SEC XBRL; banks/insurers have no standard cash-flow structure and are hidden

As of 2026-06-30 · SEC filings (XBRL)

Email me the next update

2026 Q3 holdings are due 2026-11-16. We will email you when the refreshed lists are live.