IWA
BFST icon

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

Icon 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
2025
Q4 		– Sell
-5,035
Closed -$119K – 407
2025
Q3 		$119K Buy
+5,035
New +$125K 0.01% 476

Other funds holding BFST

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
RIM
Ranger Investment Management Dallas, Texas $1.38B AUM 24.55% 1-Year Est. Return

Icon Wealth Advisors's BFST Position: Q4 2025 in Review

Icon Wealth Advisors sold out of Business First Bancshares (BFST) in Q4 2025, closing a stake of 5,035 shares — an estimated $119K sold.

Icon Wealth Advisors first reported a position in BFST in Q3 2025 and held it in 1 quarter. The position peaked at $119K in Q3 2025. 164 funds tracked by Wall St. Rank hold BFST as of Q4 2025.

  • Icon Wealth Advisors reported no remaining Business First Bancshares position as of Q4 2025 after selling out during the quarter.
  • Icon Wealth Advisors sold 5,035 Business First Bancshares shares in Q4 2025, an estimated $119K.
  • Icon Wealth Advisors first reported a position in Business First Bancshares in Q3 2025 and held it in 1 quarter.
  • Icon Wealth Advisors's Business First Bancshares position peaked at $119K in Q3 2025.
  • 164 funds tracked by Wall St. Rank held Business First Bancshares as of Q4 2025.

Based on Icon Wealth Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.