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 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

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 $3.37T AUM 44.26% 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

Asset Planning Services Inc's BFST Position: Q2 2026 in Review

Asset Planning Services Inc held its Business First Bancshares (BFST) position steady in Q2 2026 at 10,000 shares worth $307K. The position accounts for 0.13% of the portfolio, ranked #36.

Asset Planning Services Inc first reported a position in BFST in Q1 2021 and has held it in 22 quarters since. 174 funds tracked by Wall St. Rank hold BFST as of Q2 2026.

Asset Planning Services Inc held 10,000 shares of Business First Bancshares worth $307K as of Q2 2026.
Asset Planning Services Inc left its Business First Bancshares share count unchanged in Q2 2026.
Business First Bancshares made up 0.13% of Asset Planning Services Inc's portfolio in Q2 2026, its #36 holding.
Asset Planning Services Inc first reported a position in Business First Bancshares in Q1 2021 and has held it in 22 quarters since.
174 funds tracked by Wall St. Rank held Business First Bancshares as of Q2 2026.

Based on Asset Planning Services Inc's 13F filing for Q2 2026, filed 28 Jul 2026.