AE Wealth Management’s Business First Bancshares BFST Stock Holding History

AE Wealth Management’s Portfolio BFST Stock Details BFST Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$237K	Buy	+7,706	New	+$218K	﹤0.01%	1622
2022 Q3	–	Sell	-15,295	Closed	-$326K	–	1757
2022 Q2	$326K	Hold	15,295	–	–	﹤0.01%	1404
2022 Q1	$372K	Hold	15,295	–	–	﹤0.01%	1340
2021 Q4	$433K	Sell	15,295 -1,755	-10%	-$47.5K	﹤0.01%	1302
2021 Q3	$399K	Hold	17,050	–	–	﹤0.01%	1264
2021 Q2	$391K	Buy	+17,050	New	+$404K	﹤0.01%	1227

Other funds holding BFST

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Jupiter Topco New York $245B AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

AE Wealth Management's BFST Position: Q2 2026 in Review

AE Wealth Management opened a new position in Business First Bancshares (BFST) in Q2 2026: 7,706 shares worth $237K. The stake represents ﹤0.01% of the portfolio and ranks #1622 among its holdings. This is a return to the name: AE Wealth Management previously reported a position in BFST as recently as Q2 2022.

AE Wealth Management first reported a position in BFST in Q2 2021 and has held it in 6 quarters since. The position peaked at $433K in Q4 2021. 173 funds tracked by Wall St. Rank hold BFST as of Q2 2026.

AE Wealth Management held 7,706 shares of Business First Bancshares worth $237K as of Q2 2026.
Business First Bancshares was a new AE Wealth Management position in Q2 2026.
Business First Bancshares made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1622 holding.
AE Wealth Management first reported a position in Business First Bancshares in Q2 2021 and has held it in 6 quarters since.
AE Wealth Management's Business First Bancshares position peaked at $433K in Q4 2021.
173 funds tracked by Wall St. Rank held Business First Bancshares as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.