True Wealth Design’s Business First Bancshares BFST Stock Holding History

True Wealth Design’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	$1.81K	Sell	59 -7	-11%	-$198	﹤0.01%	1726
2026 Q1	$1.78K	Sell	66 -1	-1%	-$27	﹤0.01%	1598
2025 Q4	$1.75K	Buy	67 +1	+2%	+$25	﹤0.01%	1499
2025 Q3	$1.56K	Sell	66 -1	-1%	-$25	﹤0.01%	1569
2025 Q2	$1.65K	Buy	67 +58	+644%	+$1.36K	﹤0.01%	1257
2025 Q1	$220	Buy	+9	New	+$232	﹤0.01%	1912

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

True Wealth Design's BFST Position: Q2 2026 in Review

True Wealth Design reduced its Business First Bancshares (BFST) stake by 11% in Q2 2026, selling an estimated $198 and leaving 59 shares worth $1.81K. The position accounts for ﹤0.01% of the portfolio, ranked #1726.

True Wealth Design first reported a position in BFST in Q1 2025 and has held it in 6 quarters since. 174 funds tracked by Wall St. Rank hold BFST as of Q2 2026.

True Wealth Design held 59 shares of Business First Bancshares worth $1.81K as of Q2 2026.
True Wealth Design sold 7 Business First Bancshares shares in Q2 2026, an estimated $198.
Business First Bancshares made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1726 holding.
True Wealth Design first reported a position in Business First Bancshares in Q1 2025 and has held it in 6 quarters since.
174 funds tracked by Wall St. Rank held Business First Bancshares as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.