Y-Intercept (HK)’s Business First Bancshares BFST Stock Holding History

Y-Intercept (HK)’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	$599K	Buy	+19,479	New	+$550K	0.01%	1260
2026 Q1	–	Sell	-13,448	Closed	-$352K	–	1564
2025 Q4	$352K	Buy	13,448 +4,669	+53%	+$118K	0.01%	1333
2025 Q3	$207K	Buy	+8,779	New	+$217K	0.01%	1466

Other funds holding BFST

Summit Financial Wealth Advisors Lafayette, Louisiana $782M AUM 24.35% 1-Year Est. Return

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

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