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

Physician 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
2026
Q2 		– Sell
-30
Closed -$812 – 2345
2026
Q1 		$812 Buy
+30
New +$824 ﹤0.01% 1780

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

Physician Wealth Advisors's BFST Position: Q2 2026 in Review

Physician Wealth Advisors sold out of Business First Bancshares (BFST) in Q2 2026, closing a stake of 30 shares — an estimated $812 sold.

Physician Wealth Advisors first reported a position in BFST in Q1 2026 and held it in 1 quarter. The position peaked at $812 in Q1 2026. 174 funds tracked by Wall St. Rank hold BFST as of Q2 2026.

  • Physician Wealth Advisors reported no remaining Business First Bancshares position as of Q2 2026 after selling out during the quarter.
  • Physician Wealth Advisors sold 30 Business First Bancshares shares in Q2 2026, an estimated $812.
  • Physician Wealth Advisors first reported a position in Business First Bancshares in Q1 2026 and held it in 1 quarter.
  • Physician Wealth Advisors's Business First Bancshares position peaked at $812 in Q1 2026.
  • 174 funds tracked by Wall St. Rank held Business First Bancshares as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.