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

Axxcess 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
2024 Q4	–	Sell	-12,423	Closed	-$319K	–	859
2024 Q3	$319K	Hold	12,423	–	–	0.01%	674
2024 Q2	$270K	Hold	12,423	–	–	0.01%	689
2024 Q1	$277K	Hold	12,423	–	–	0.01%	695
2023 Q4	$306K	Hold	12,423	–	–	0.01%	638
2023 Q3	$233K	Hold	12,423	–	–	0.01%	677
2023 Q2	$187K	Hold	12,423	–	–	0.01%	558
2023 Q1	$213K	Hold	12,423	–	–	0.02%	574
2022 Q4	$275K	Hold	12,423	–	–	0.02%	468
2022 Q3	$267K	Hold	12,423	–	–	0.03%	426
2022 Q2	$265K	Hold	12,423	–	–	0.02%	431
2022 Q1	$302K	Sell	12,423 -10,300	-45%	-$274K	0.02%	472
2021 Q4	$643K	Buy	+22,723	New	+$614K	0.05%	308

Other funds holding BFST

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

BFC

Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Axxcess Wealth Management's BFST Position: Q4 2024 in Review

Axxcess Wealth Management sold out of Business First Bancshares (BFST) in Q4 2024, closing a stake of 12,423 shares — an estimated $319K sold.

Axxcess Wealth Management first reported a position in BFST in Q4 2021 and held it in 12 quarters. The position peaked at $643K in Q4 2021. 142 funds tracked by Wall St. Rank hold BFST as of Q4 2024.

Axxcess Wealth Management reported no remaining Business First Bancshares position as of Q4 2024 after selling out during the quarter.
Axxcess Wealth Management sold 12,423 Business First Bancshares shares in Q4 2024, an estimated $319K.
Axxcess Wealth Management first reported a position in Business First Bancshares in Q4 2021 and held it in 12 quarters.
Axxcess Wealth Management's Business First Bancshares position peaked at $643K in Q4 2021.
142 funds tracked by Wall St. Rank held Business First Bancshares as of Q4 2024.

Based on Axxcess Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.