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Montz Harcus Wealth Management’s Business First Bancshares BFST Stock Holding History

Montz Harcus 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 		$1.25M Buy
40,743
+213
+0.5% +$6.02K 0.45% 30
2026
Q1 		$1.1M Buy
40,530
+217
+0.5% +$5.96K 0.44% 29
2025
Q4 		$1.05M Buy
40,313
+228
+0.6% +$5.77K 0.43% 30
2025
Q3 		$946K Buy
40,085
+224
+0.6% +$5.54K 0.41% 31
2025
Q2 		$983K Buy
39,861
+239
+0.6% +$5.62K 0.47% 24
2025
Q1 		$965K Buy
39,622
+209
+0.5% +$5.39K 0.53% 24
2024
Q4 		$1.01M Buy
39,413
+195
+0.5% +$5.24K 0.57% 23
2024
Q3 		$1.01M Buy
39,218
+226
+0.6% +$5.37K 0.59% 23
2024
Q2 		$848K Buy
38,992
+254
+0.7% +$5.3K 0.55% 23
2024
Q1 		$863K Buy
38,738
+242
+0.6% +$5.42K 0.58% 23
2023
Q4 		$949K Buy
38,496
+262
+0.7% +$5.44K 0.72% 21
2023
Q3 		$717K Buy
38,234
+225
+0.6% +$4.2K 0.61% 22
2023
Q2 		$573K Buy
38,009
+308
+0.8% +$4.75K 0.47% 24
2023
Q1 		$646K Buy
37,701
+216
+0.6% +$4.3K 0.6% 23
2022
Q4 		$830K Buy
37,485
+196
+0.5% +$4.5K 0.82% 19
2022
Q3 		$803K Buy
37,289
+187
+0.5% +$4.27K 0.88% 17
2022
Q2 		$791K Buy
37,102
+202
+0.5% +$4.48K 0.83% 18
2022
Q1 		$898K Buy
36,900
+164
+0.4% +$4.37K 0.81% 20
2021
Q4 		$1.04M Buy
+36,736
New +$993K 0.91% 17

Other funds holding BFST

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Montz Harcus Wealth Management's BFST Position: Q2 2026 in Review

Montz Harcus Wealth Management increased its Business First Bancshares (BFST) stake by 0.53% in Q2 2026, buying an estimated $6.02K and bringing the position to 40,743 shares worth $1.25M. The position accounts for 0.45% of the portfolio, ranked #30.

Montz Harcus Wealth Management first reported a position in BFST in Q4 2021 and has held it in 19 quarters since. 174 funds tracked by Wall St. Rank hold BFST as of Q2 2026.

  • Montz Harcus Wealth Management held 40,743 shares of Business First Bancshares worth $1.25M as of Q2 2026.
  • Montz Harcus Wealth Management bought 213 Business First Bancshares shares in Q2 2026, an estimated $6.02K.
  • Business First Bancshares made up 0.45% of Montz Harcus Wealth Management's portfolio in Q2 2026, its #30 holding.
  • Montz Harcus Wealth Management first reported a position in Business First Bancshares in Q4 2021 and has held it in 19 quarters since.
  • 174 funds tracked by Wall St. Rank held Business First Bancshares as of Q2 2026.

Based on Montz Harcus Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.