Carson Wealth (CWM LLC)
BFST icon

Carson Wealth (CWM LLC)’s Business First Bancshares BFST Stock Holding History

Carson Wealth (CWM LLC)’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
Q1 		$120K Buy
4,453
+7
+0.2% +$192 ﹤0.01% 3103
2025
Q4 		$116K Buy
4,446
+1,188
+36% +$30K ﹤0.01% 2954
2025
Q3 		$77K Buy
3,258
+789
+32% +$19.5K ﹤0.01% 3176
2025
Q2 		$61K Buy
2,469
+1,520
+160% +$35.7K ﹤0.01% 3114
2025
Q1 		$23K Sell
949
-5,008
-84% -$129K ﹤0.01% 3552
2024
Q4 		$153K Buy
5,957
+5,075
+575% +$136K ﹤0.01% 2004
2024
Q3 		$23K Buy
882
+259
+42% +$6.15K ﹤0.01% 3262
2024
Q2 		$14K Buy
623
+341
+121% +$7.11K ﹤0.01% 3326
2024
Q1 		$6K Buy
282
+4
+1% +$90 ﹤0.01% 3557
2023
Q4 		$7K Hold
278
– – ﹤0.01% 3328
2023
Q3 		$5K Buy
278
+109
+64% +$2.04K ﹤0.01% 3421
2023
Q2 		$3K Buy
+169
New +$2.6K ﹤0.01% 3604
2023
Q1 		– Sell
-69
Closed -$2K – 4050
2022
Q4 		$2K Buy
+69
New +$1.58K ﹤0.01% 3504

Other funds holding BFST

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Carson Wealth (CWM LLC)'s BFST Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Business First Bancshares (BFST) stake by 0.16% in Q1 2026, buying an estimated $192 and bringing the position to 4,453 shares worth $120K. The position accounts for ﹤0.01% of the portfolio, ranked #3103.

Carson Wealth (CWM LLC) first reported a position in BFST in Q4 2022 and has held it in 13 quarters since. The position peaked at $153K in Q4 2024. 170 funds tracked by Wall St. Rank hold BFST as of Q1 2026.

  • Carson Wealth (CWM LLC) held 4,453 shares of Business First Bancshares worth $120K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 7 Business First Bancshares shares in Q1 2026, an estimated $192.
  • Business First Bancshares made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3103 holding.
  • Carson Wealth (CWM LLC) first reported a position in Business First Bancshares in Q4 2022 and has held it in 13 quarters since.
  • Carson Wealth (CWM LLC)'s Business First Bancshares position peaked at $153K in Q4 2024.
  • 170 funds tracked by Wall St. Rank held Business First Bancshares as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.