Montz Harcus Wealth Management LLC
Position in BFST — Business First Bancshares, Inc.
CIK 1918613
New Orleans, LA
Position in BFST
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$1,252,032
+$156,101 QoQ
Shares Held
40,743
+0.5% QoQ
Ownership
0.125%
of shares outstanding
% of Portfolio
1.03%
of 13F equity value
Holder Rank
#53
of 173 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BFST Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Montz Harcus Wealth Management LLC holds $8,239,602 across 3 Banks - Regional names. BFST ranks #2 (15.2% of the industry book) .
All Filings in BFST
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,252,032 | 40,743 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $1,095,931 | 40,530 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $1,053,781 | 40,313 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $946,406 | 40,085 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $982,573 | 39,861 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $964,795 | 39,622 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $1,012,914 | 39,413 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $1,006,726 | 39,218 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $848,465 | 38,992 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $863,082 | 38,738 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $948,926 | 38,496 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $717,269 | 38,234 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $572,795 | 38,009 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $645,818 | 37,701 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $829,917 | 37,485 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $802,832 | 37,289 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $790,643 | 37,102 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $897,777 | 36,900 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $1,039,996 | 36,736 | Shares | Sole | 2022-03-24 | |
| No filing history on record for this holder in this stock. | ||||||