AAS
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Avantax Advisory Services’s Business First Bancshares BFST Stock Holding History

Avantax Advisory Services’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
2025
Q2 		– Sell
-9,285
Closed -$226K – 2366
2025
Q1 		$226K Hold
9,285
– – ﹤0.01% 2025
2024
Q4 		$239K Buy
9,285
+158
+2% +$4.24K ﹤0.01% 1943
2024
Q3 		$234K Buy
+9,127
New +$217K ﹤0.01% 1920
2024
Q2 		– Sell
-9,127
Closed -$203K – 2080
2024
Q1 		$203K Hold
9,127
– – ﹤0.01% 1533
2023
Q4 		$225K Buy
+9,127
New +$190K ﹤0.01% 1408
2023
Q1 		– Sell
-9,127
Closed -$202K – 1491
2022
Q4 		$202K Buy
+9,127
New +$209K ﹤0.01% 1310

Other funds holding BFST

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return

Avantax Advisory Services's BFST Position: Q2 2025 in Review

Avantax Advisory Services sold out of Business First Bancshares (BFST) in Q2 2025, closing a stake of 9,285 shares — an estimated $226K sold.

Avantax Advisory Services first reported a position in BFST in Q4 2022 and held it in 6 quarters. The position peaked at $239K in Q4 2024. 146 funds tracked by Wall St. Rank hold BFST as of Q2 2025.

  • Avantax Advisory Services reported no remaining Business First Bancshares position as of Q2 2025 after selling out during the quarter.
  • Avantax Advisory Services sold 9,285 Business First Bancshares shares in Q2 2025, an estimated $226K.
  • Avantax Advisory Services first reported a position in Business First Bancshares in Q4 2022 and held it in 6 quarters.
  • Avantax Advisory Services's Business First Bancshares position peaked at $239K in Q4 2024.
  • 146 funds tracked by Wall St. Rank held Business First Bancshares as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.