EverSource Wealth Advisors’s Business First Bancshares BFST Stock Holding History

EverSource Wealth Advisors’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	$3.87K	Sell	126 -9	-7%	-$254	﹤0.01%	3414
2026 Q1	$3.65K	Sell	135 -6	-4%	-$165	﹤0.01%	3407
2025 Q4	$3.69K	Sell	141 -40	-22%	-$1.01K	﹤0.01%	3243
2025 Q3	$4.27K	Sell	181 -1	-0.5%	-$25	﹤0.01%	3225
2025 Q2	$4.49K	Buy	182 +36	+25%	+$846	﹤0.01%	3205
2025 Q1	$3.56K	Sell	146 -12	-8%	-$309	﹤0.01%	2658
2024 Q4	$4.06K	Buy	158 +12	+8%	+$322	﹤0.01%	2440
2024 Q3	$3.75K	Hold	146	–	–	﹤0.01%	2339
2024 Q2	$3.71K	Hold	146	–	–	﹤0.01%	2323
2024 Q1	$2.95K	Hold	146	–	–	﹤0.01%	2258
2023 Q4	$3.6K	Hold	146	–	–	﹤0.01%	1987
2023 Q3	$2.74K	Hold	146	–	–	﹤0.01%	1917
2023 Q2	$2.2K	Buy	+146	New	+$2.25K	﹤0.01%	2000

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

EverSource Wealth Advisors's BFST Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Business First Bancshares (BFST) stake by 6.7% in Q2 2026, selling an estimated $254 and leaving 126 shares worth $3.87K. The position accounts for ﹤0.01% of the portfolio, ranked #3414.

EverSource Wealth Advisors first reported a position in BFST in Q2 2023 and has held it in 13 quarters since. The position peaked at $4.49K in Q2 2025. 174 funds tracked by Wall St. Rank hold BFST as of Q2 2026.

EverSource Wealth Advisors held 126 shares of Business First Bancshares worth $3.87K as of Q2 2026.
EverSource Wealth Advisors sold 9 Business First Bancshares shares in Q2 2026, an estimated $254.
Business First Bancshares made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3414 holding.
EverSource Wealth Advisors first reported a position in Business First Bancshares in Q2 2023 and has held it in 13 quarters since.
EverSource Wealth Advisors's Business First Bancshares position peaked at $4.49K in Q2 2025.
174 funds tracked by Wall St. Rank held Business First Bancshares as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.