Asset Planning Services Inc’s Business First Bancshares BFST Stock Holding History

Asset Planning Services Inc’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 Q3	$301K	Hold	10,000	–	–	0.12%	35
2026 Q2	$307K	Hold	10,000	–	–	0.13%	36
2026 Q1	$270K	Hold	10,000	–	–	0.12%	35
2025 Q4	$261K	Hold	10,000	–	–	0.12%	35
2025 Q3	$236K	Hold	10,000	–	–	0.1%	35
2025 Q2	$247K	Hold	10,000	–	–	0.11%	34
2025 Q1	$244K	Hold	10,000	–	–	0.12%	34
2024 Q4	$257K	Hold	10,000	–	–	0.13%	35
2024 Q3	$257K	Hold	10,000	–	–	0.13%	35
2024 Q2	$218K	Hold	10,000	–	–	0.12%	35
2024 Q1	$223K	Hold	10,000	–	–	0.12%	35
2023 Q4	$247K	Hold	10,000	–	–	0.15%	36
2023 Q3	$188K	Hold	10,000	–	–	0.12%	35
2023 Q2	$151K	Hold	10,000	–	–	0.09%	37
2023 Q1	$171K	Hold	10,000	–	–	0.11%	37
2022 Q4	$221K	Hold	10,000	–	–	0.14%	35
2022 Q3	$215K	Hold	10,000	–	–	0.15%	34
2022 Q2	$213K	Hold	10,000	–	–	0.14%	34
2022 Q1	$243K	Hold	10,000	–	–	0.14%	39
2021 Q4	$283K	Hold	10,000	–	–	0.15%	39
2021 Q3	$234K	Hold	10,000	–	–	0.14%	38
2021 Q2	$230K	Hold	10,000	–	–	0.13%	38
2021 Q1	$239K	Buy	+10,000	New	+$223K	0.14%	40

Other funds holding BFST

Polaris Capital Management Boston, Massachusetts $953M AUM 27.74% 1-Year Est. Return

Summit Financial Wealth Advisors Lafayette, Louisiana $807M AUM 19.93% 1-Year Est. Return

Smith Shellnut Wilson Ridgeland, Mississippi $262M AUM 21.99% 1-Year Est. Return

Montz Harcus Wealth Management New Orleans, Louisiana $285M AUM 16.11% 1-Year Est. Return

Womack Financial Dallas, Texas $152M AUM 18.25% 1-Year Est. Return

Meriwether Wealth & Planning Minden, Louisiana $222M AUM 15.77% 1-Year Est. Return

SummerHaven Investment Management Stamford, Connecticut $179M AUM 57.61% 1-Year Est. Return

Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return

Kings Path Partners Sugar Land, Texas $380M AUM 12.42% 1-Year Est. Return

Hartmann Taylor Wealth Management Dallas, Texas $178M AUM 10.08% 1-Year Est. Return

Asset Planning Services Inc's BFST Position: Q3 2026 in Review

Asset Planning Services Inc held its Business First Bancshares (BFST) position steady in Q3 2026 at 10,000 shares worth $301K. The position accounts for 0.12% of the portfolio, ranked #35.

Asset Planning Services Inc first reported a position in BFST in Q1 2021 and has held it in 23 quarters since. The position peaked at $307K in Q2 2026. 32 funds tracked by Wall St. Rank hold BFST as of Q3 2026.

Asset Planning Services Inc held 10,000 shares of Business First Bancshares worth $301K as of Q3 2026.
Asset Planning Services Inc left its Business First Bancshares share count unchanged in Q3 2026.
Business First Bancshares made up 0.12% of Asset Planning Services Inc's portfolio in Q3 2026, its #35 holding.
Asset Planning Services Inc first reported a position in Business First Bancshares in Q1 2021 and has held it in 23 quarters since.
Asset Planning Services Inc's Business First Bancshares position peaked at $307K in Q2 2026.
32 funds tracked by Wall St. Rank held Business First Bancshares as of Q3 2026.

Based on Asset Planning Services Inc's 13F filing for Q3 2026, filed 15 Oct 2026.