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 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

SFWA

Summit Financial Wealth Advisors Lafayette, Louisiana $782M AUM 24.35% 1-Year Est. Return

KPP

Kings Path Partners Sugar Land, Texas $376M AUM 19% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

CAL

Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Torren Management San Diego, California $197M AUM

TWD

True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return

Meriwether Wealth & Planning's BFST Position: Q2 2026 in Review

Meriwether Wealth & Planning reduced its Business First Bancshares (BFST) stake by 1.1% in Q2 2026, selling an estimated $11.2K and leaving 37,186 shares worth $1.14M. The position accounts for 0.57% of the portfolio, ranked #29.

Meriwether Wealth & Planning first reported a position in BFST in Q4 2024 and has held it in 7 quarters since. 12 funds tracked by Wall St. Rank hold BFST as of Q2 2026.

Meriwether Wealth & Planning held 37,186 shares of Business First Bancshares worth $1.14M as of Q2 2026.
Meriwether Wealth & Planning sold 397 Business First Bancshares shares in Q2 2026, an estimated $11.2K.
Business First Bancshares made up 0.57% of Meriwether Wealth & Planning's portfolio in Q2 2026, its #29 holding.
Meriwether Wealth & Planning first reported a position in Business First Bancshares in Q4 2024 and has held it in 7 quarters since.
12 funds tracked by Wall St. Rank held Business First Bancshares as of Q2 2026.

Based on Meriwether Wealth & Planning's 13F filing for Q2 2026, filed 8 Jul 2026.