Summit Financial Wealth Advisors’s Business First Bancshares BFST Stock Holding History

Summit Financial 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 Q3	$1.79M	Buy	59,487 +15	+0%	+$467	0.22%	61
2026 Q2	$1.83M	Buy	59,472 +23	+0%	+$650	0.23%	59
2026 Q1	$1.61M	Buy	+59,449	New	+$1.63M	0.23%	61
2022 Q2	–	Sell	-8,334	Closed	-$203K	–	136
2022 Q1	$203K	Hold	8,334	–	–	0.04%	122
2021 Q4	$237K	Buy	+8,334	New	+$225K	0.05%	120
2020 Q1	–	Sell	-8,334	Closed	-$205K	–	122
2019 Q4	$205K	Sell	8,334 -59,000	-88%	-$1.45M	0.05%	129
2019 Q3	$1.63M	Hold	67,334	–	–	0.4%	53
2019 Q2	$1.71M	Hold	67,334	–	–	0.42%	57
2019 Q1	$1.62M	Hold	67,334	–	–	0.43%	55
2018 Q4	$1.63M	Hold	67,334	–	–	0.53%	50
2018 Q3	$1.73M	Buy	+67,334	New	+$1.74M	0.52%	52

Other funds holding BFST

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Royce & Associates New York $11B AUM 39.4% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Ranger Investment Management Dallas, Texas $1.07B AUM 31.98% 1-Year Est. Return

Banc Funds Company Chicago, Illinois $630M AUM 18.94% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Polaris Capital Management Boston, Massachusetts $953M AUM 27.74% 1-Year Est. Return

Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return

Summit Financial Wealth Advisors's BFST Position: Q3 2026 in Review

Summit Financial Wealth Advisors increased its Business First Bancshares (BFST) stake by 0.03% in Q3 2026, buying an estimated $467 and bringing the position to 59,487 shares worth $1.79M. The position accounts for 0.22% of the portfolio, ranked #61.

Summit Financial Wealth Advisors first reported a position in BFST in Q3 2018 and has held it in 11 quarters since. The position peaked at $1.83M in Q2 2026. 84 funds tracked by Wall St. Rank hold BFST as of Q3 2026.

Summit Financial Wealth Advisors held 59,487 shares of Business First Bancshares worth $1.79M as of Q3 2026.
Summit Financial Wealth Advisors bought 15 Business First Bancshares shares in Q3 2026, an estimated $467.
Business First Bancshares made up 0.22% of Summit Financial Wealth Advisors's portfolio in Q3 2026, its #61 holding.
Summit Financial Wealth Advisors first reported a position in Business First Bancshares in Q3 2018 and has held it in 11 quarters since.
Summit Financial Wealth Advisors's Business First Bancshares position peaked at $1.83M in Q2 2026.
84 funds tracked by Wall St. Rank held Business First Bancshares as of Q3 2026.

Based on Summit Financial Wealth Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.