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Summit Global Investments’s Business First Bancshares BFST Stock Holding History

Summit Global Investments’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
2025
Q2 		– Sell
-15,495
Closed -$377K – 466
2025
Q1 		$377K Sell
15,495
-298
-2% -$7.68K 0.03% 334
2024
Q4 		$406K Hold
15,793
– – 0.03% 400
2024
Q3 		$405K Buy
+15,793
New +$375K 0.03% 391

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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return

Summit Global Investments's BFST Position: Q2 2025 in Review

Summit Global Investments sold out of Business First Bancshares (BFST) in Q2 2025, closing a stake of 15,495 shares — an estimated $377K sold.

Summit Global Investments first reported a position in BFST in Q3 2024 and held it in 3 quarters. The position peaked at $406K in Q4 2024. 146 funds tracked by Wall St. Rank hold BFST as of Q2 2025.

  • Summit Global Investments reported no remaining Business First Bancshares position as of Q2 2025 after selling out during the quarter.
  • Summit Global Investments sold 15,495 Business First Bancshares shares in Q2 2025, an estimated $377K.
  • Summit Global Investments first reported a position in Business First Bancshares in Q3 2024 and held it in 3 quarters.
  • Summit Global Investments's Business First Bancshares position peaked at $406K in Q4 2024.
  • 146 funds tracked by Wall St. Rank held Business First Bancshares as of Q2 2025.

Based on Summit Global Investments's 13F filing for Q2 2025, filed 12 Aug 2025.