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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Jupiter Topco New York $245B AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Summit Financial Wealth Advisors's BFST Position: Q2 2026 in Review

Summit Financial Wealth Advisors increased its Business First Bancshares (BFST) stake by 0.04% in Q2 2026, buying an estimated $650 and bringing the position to 59,472 shares worth $1.83M. The position accounts for 0.23% of the portfolio, ranked #59.

Summit Financial Wealth Advisors first reported a position in BFST in Q3 2018 and has held it in 10 quarters since. 174 funds tracked by Wall St. Rank hold BFST as of Q2 2026.

Summit Financial Wealth Advisors held 59,472 shares of Business First Bancshares worth $1.83M as of Q2 2026.
Summit Financial Wealth Advisors bought 23 Business First Bancshares shares in Q2 2026, an estimated $650.
Business First Bancshares made up 0.23% of Summit Financial Wealth Advisors's portfolio in Q2 2026, its #59 holding.
Summit Financial Wealth Advisors first reported a position in Business First Bancshares in Q3 2018 and has held it in 10 quarters since.
174 funds tracked by Wall St. Rank held Business First Bancshares as of Q2 2026.

Based on Summit Financial Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.