SFC
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Strategic Financial Concepts’s Business First Bancshares BFST Stock Holding History

Strategic Financial Concepts’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
2023
Q3 		– Sell
-10,726
Closed -$162K – 269
2023
Q2 		$162K Buy
+10,726
New +$165K 0.06% 241

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return
RIM
Ranger Investment Management Dallas, Texas $1.38B AUM 24.55% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return

Strategic Financial Concepts's BFST Position: Q3 2023 in Review

Strategic Financial Concepts sold out of Business First Bancshares (BFST) in Q3 2023, closing a stake of 10,726 shares — an estimated $162K sold.

Strategic Financial Concepts first reported a position in BFST in Q2 2023 and held it in 1 quarter. The position peaked at $162K in Q2 2023. 109 funds tracked by Wall St. Rank hold BFST as of Q3 2023.

  • Strategic Financial Concepts reported no remaining Business First Bancshares position as of Q3 2023 after selling out during the quarter.
  • Strategic Financial Concepts sold 10,726 Business First Bancshares shares in Q3 2023, an estimated $162K.
  • Strategic Financial Concepts first reported a position in Business First Bancshares in Q2 2023 and held it in 1 quarter.
  • Strategic Financial Concepts's Business First Bancshares position peaked at $162K in Q2 2023.
  • 109 funds tracked by Wall St. Rank held Business First Bancshares as of Q3 2023.

Based on Strategic Financial Concepts's 13F filing for Q3 2023, filed 8 Nov 2023.