Hartmann Taylor Wealth Management’s Business First Bancshares BFST Stock Holding History

Hartmann Taylor 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
2026 Q2	$500K	Hold	18,506	–	–	0.33%	39
2026 Q1	$500K	Sell	18,506 -10,000	-35%	-$275K	0.33%	39
2025 Q4	$745K	Hold	28,506	–	–	0.5%	32
2025 Q3	$673K	Hold	28,506	–	–	0.48%	30
2025 Q2	$703K	Sell	28,506 -5,000	-15%	-$118K	0.59%	30
2025 Q1	$816K	Buy	+33,506	New	+$864K	0.73%	26

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

Hartmann Taylor Wealth Management's BFST Position: Q2 2026 in Review

Hartmann Taylor Wealth Management held its Business First Bancshares (BFST) position steady in Q2 2026 at 18,506 shares worth $500K. The position accounts for 0.33% of the portfolio, ranked #39.

Hartmann Taylor Wealth Management first reported a position in BFST in Q1 2025 and has held it in 6 quarters since. The position peaked at $816K in Q1 2025. 174 funds tracked by Wall St. Rank hold BFST as of Q2 2026.

Hartmann Taylor Wealth Management held 18,506 shares of Business First Bancshares worth $500K as of Q2 2026.
Hartmann Taylor Wealth Management left its Business First Bancshares share count unchanged in Q2 2026.
Business First Bancshares made up 0.33% of Hartmann Taylor Wealth Management's portfolio in Q2 2026, its #39 holding.
Hartmann Taylor Wealth Management first reported a position in Business First Bancshares in Q1 2025 and has held it in 6 quarters since.
Hartmann Taylor Wealth Management's Business First Bancshares position peaked at $816K in Q1 2025.
174 funds tracked by Wall St. Rank held Business First Bancshares as of Q2 2026.

Based on Hartmann Taylor Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.