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 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

Meriwether Wealth & Planning Minden, Louisiana $202M AUM 22.64% 1-Year Est. Return

Kings Path Partners Sugar Land, Texas $376M AUM 19% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Torren Management San Diego, California $197M AUM

True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return