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Abound Wealth Management’s BancFirst BANF Stock Holding History

Abound Wealth Management’s Portfolio BANF Stock Details BANF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-4
Closed -$351 – 1302
2024
Q2 		$351 Sell
4
-1
-20% -$87 ﹤0.01% 921
2024
Q1 		$441 Hold
5
– – ﹤0.01% 936
2023
Q4 		$487 Sell
5
-1
-17% -$88 ﹤0.01% 926
2023
Q3 		$521 Hold
6
– – ﹤0.01% 800
2023
Q2 		$552 Buy
+6
New +$505 ﹤0.01% 815

Other funds holding BANF

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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
BTIM
BancFirst Trust & Investment Management Oklahoma City, Oklahoma $237M AUM 13.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Abound Wealth Management's BANF Position: Q3 2024 in Review

Abound Wealth Management sold out of BancFirst (BANF) in Q3 2024, closing a stake of 4 shares — an estimated $351 sold.

Abound Wealth Management first reported a position in BANF in Q2 2023 and held it in 5 quarters. The position peaked at $552 in Q2 2023. 223 funds tracked by Wall St. Rank hold BANF as of Q3 2024.

  • Abound Wealth Management reported no remaining BancFirst position as of Q3 2024 after selling out during the quarter.
  • Abound Wealth Management sold 4 BancFirst shares in Q3 2024, an estimated $351.
  • Abound Wealth Management first reported a position in BancFirst in Q2 2023 and held it in 5 quarters.
  • Abound Wealth Management's BancFirst position peaked at $552 in Q2 2023.
  • 223 funds tracked by Wall St. Rank held BancFirst as of Q3 2024.

Based on Abound Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.