Sequoia Financial Advisors, LLC BFST β€” BUSINESS FIRST BANCSHARES IN

Ownership history in Sequoia Financial Advisors, LLC  Β·  2 quarters on record

AI Ownership Summary

Sequoia Financial Advisors, LLC reported BUSINESS FIRST BANCSHARES IN (BFST) in 2 quarterly 13F filings from 2024 Q2 through 2026 Q2. Peak portfolio weight reached 0.01% in 2024 Q2. The latest visible filing shows BFST at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this BFST ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Sequoia Financial Advisors, LLC's position in BUSINESS FIRST BANCSHARES IN, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

BFST was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Sequoia Financial Advisors, LLC held BFST β€” position size vs. price
% of Fund (quarterly)    BFST price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED β€” β€” β€” 10,422 -10,241 -49.6% 0.00% $320K 2026-07-17 $30.89
2024 Q2 INITIATED β€” β€” β€” 20,663 β€” β€” 0.01% $450K 2024-07-15 $22.25

FAQ About Sequoia Financial Advisors, LLC and BFST

These are the practical questions this page is built to answer before you even open the full history table.

How long has Sequoia Financial Advisors, LLC reported owning BFST?

Sequoia Financial Advisors, LLC reported BFST across 2 quarterly 13F filings, from 2024 Q2 through 2026 Q2.

What was the largest reported BFST position in Sequoia Financial Advisors, LLC's portfolio?

The largest reported portfolio weight for BFST was 0.01% in 2024 Q2.

What is the latest reported BFST position on this page?

The most recent filing on this page is 2026 Q2, when Sequoia Financial Advisors, LLC reported 10,422 shares, equal to 0.00% of portfolio, with an estimated market value of $320K.

What does the chart on this BFST ownership page compare?

The chart compares Sequoia Financial Advisors, LLC's quarterly BFST portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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