Meriwether Wealth & Planning’s Business First Bancshares BFST Stock Holding History

Meriwether Wealth & 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 Q3	$1.12M	Hold	37,186	–	–	0.51%	31
2026 Q2	$1.14M	Sell	37,186 -397	-1%	-$11.2K	0.57%	29
2026 Q1	$1.02M	Hold	37,583	–	–	0.56%	34
2025 Q4	$982K	Hold	37,583	–	–	0.55%	37
2025 Q3	$887K	Sell	37,583 -199	-0.5%	-$4.92K	0.51%	39
2025 Q2	$931K	Buy	37,782 +106	+0.3%	+$2.49K	0.58%	33
2025 Q1	$917K	Buy	37,676 +34	+0.1%	+$877	0.6%	38
2024 Q4	$967K	Buy	+37,642	New	+$1.01M	0.69%	32

Other funds holding BFST

Summit Financial Wealth Advisors Lafayette, Louisiana $807M AUM 19.93% 1-Year Est. Return

MHWM

Montz Harcus Wealth Management New Orleans, Louisiana $285M AUM 16.11% 1-Year Est. Return

Womack Financial Dallas, Texas $152M AUM 18.25% 1-Year Est. Return

SIM

SummerHaven Investment Management Stamford, Connecticut $179M AUM 57.61% 1-Year Est. Return

Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return

HTWM

Hartmann Taylor Wealth Management Dallas, Texas $178M AUM 10.08% 1-Year Est. Return

EGA

E&G Advisors Houston, Texas $519M AUM 22.41% 1-Year Est. Return

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

APSI

Asset Planning Services Inc Covington, Louisiana $245M AUM 22.51% 1-Year Est. Return

KLCM

KG&L Capital Management Saint Francisville, Louisiana $163M AUM 24.41% 1-Year Est. Return

Meriwether Wealth & Planning's BFST Position: Q3 2026 in Review

Meriwether Wealth & Planning held its Business First Bancshares (BFST) position steady in Q3 2026 at 37,186 shares worth $1.12M. The position accounts for 0.51% of the portfolio, ranked #31.

Meriwether Wealth & Planning first reported a position in BFST in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.14M in Q2 2026. 24 funds tracked by Wall St. Rank hold BFST as of Q3 2026.

Meriwether Wealth & Planning held 37,186 shares of Business First Bancshares worth $1.12M as of Q3 2026.
Meriwether Wealth & Planning left its Business First Bancshares share count unchanged in Q3 2026.
Business First Bancshares made up 0.51% of Meriwether Wealth & Planning's portfolio in Q3 2026, its #31 holding.
Meriwether Wealth & Planning first reported a position in Business First Bancshares in Q4 2024 and has held it in 8 quarters since.
Meriwether Wealth & Planning's Business First Bancshares position peaked at $1.14M in Q2 2026.
24 funds tracked by Wall St. Rank held Business First Bancshares as of Q3 2026.

Based on Meriwether Wealth & Planning's 13F filing for Q3 2026, filed 13 Oct 2026.