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MGB Wealth Management’s Business First Bancshares BFST Stock Holding History

MGB 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
2025
Q3 		– Sell
-32,733
Closed -$807K – 315
2025
Q2 		$807K Hold
32,733
– – 0.27% 88
2025
Q1 		$797K Hold
32,733
– – 0.29% 89
2024
Q4 		$841K Buy
+32,733
New +$879K 0.26% 80

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
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
RA
Royce & Associates New York $10.1B AUM 42.88% 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

MGB Wealth Management's BFST Position: Q3 2025 in Review

MGB Wealth Management sold out of Business First Bancshares (BFST) in Q3 2025, closing a stake of 32,733 shares — an estimated $807K sold.

MGB Wealth Management first reported a position in BFST in Q4 2024 and held it in 3 quarters. The position peaked at $841K in Q4 2024. 156 funds tracked by Wall St. Rank hold BFST as of Q3 2025.

  • MGB Wealth Management reported no remaining Business First Bancshares position as of Q3 2025 after selling out during the quarter.
  • MGB Wealth Management sold 32,733 Business First Bancshares shares in Q3 2025, an estimated $807K.
  • MGB Wealth Management first reported a position in Business First Bancshares in Q4 2024 and held it in 3 quarters.
  • MGB Wealth Management's Business First Bancshares position peaked at $841K in Q4 2024.
  • 156 funds tracked by Wall St. Rank held Business First Bancshares as of Q3 2025.

Based on MGB Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.