Creative Planning
BFST icon

Creative Planning’s Business First Bancshares BFST Stock Holding History

Creative Planning’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 		$2.67M Buy
86,946
+5,999
+7% +$170K ﹤0.01% 1871
2026
Q1 		$2.19M Buy
80,947
+12,022
+17% +$330K ﹤0.01% 1824
2025
Q4 		$1.8M Buy
68,925
+34,810
+102% +$880K ﹤0.01% 1807
2025
Q3 		$805K Buy
34,115
+7,437
+28% +$184K ﹤0.01% 2327
2025
Q2 		$658K Buy
26,678
+6,583
+33% +$155K ﹤0.01% 2225
2025
Q1 		$489K Buy
20,095
+1,755
+10% +$45.3K ﹤0.01% 2311
2024
Q4 		$471K Sell
18,340
-188
-1% -$5.05K ﹤0.01% 2279
2024
Q3 		$476K Buy
+18,528
New +$440K ﹤0.01% 2157

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
JT
Jupiter Topco New York $245B AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
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

Creative Planning's BFST Position: Q2 2026 in Review

Creative Planning increased its Business First Bancshares (BFST) stake by 7.4% in Q2 2026, buying an estimated $170K and bringing the position to 86,946 shares worth $2.67M. The position accounts for ﹤0.01% of the portfolio, ranked #1871.

Creative Planning first reported a position in BFST in Q3 2024 and has held it in 8 quarters since. 174 funds tracked by Wall St. Rank hold BFST as of Q2 2026.

  • Creative Planning held 86,946 shares of Business First Bancshares worth $2.67M as of Q2 2026.
  • Creative Planning bought 5,999 Business First Bancshares shares in Q2 2026, an estimated $170K.
  • Business First Bancshares made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1871 holding.
  • Creative Planning first reported a position in Business First Bancshares in Q3 2024 and has held it in 8 quarters since.
  • 174 funds tracked by Wall St. Rank held Business First Bancshares as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.