Aquatic Capital Management’s BancFirst BANF Stock Holding History

Aquatic Capital 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
2026 Q2	$729K	Buy	+6,564	New	+$735K	0.03%	660
2026 Q1	–	Sell	-803	Closed	-$85.1K	–	1375
2025 Q4	$85.1K	Sell	803 -4,794	-86%	-$542K	﹤0.01%	1197
2025 Q3	$708K	Buy	5,597 +1,668	+42%	+$215K	0.01%	783
2025 Q2	$486K	Buy	+3,929	New	+$467K	0.01%	831
2024 Q2	–	Sell	-2,100	Closed	-$185K	–	1235
2024 Q1	$185K	Buy	+2,100	New	+$187K	0.01%	785
2023 Q1	–	Sell	-3,900	Closed	-$344K	–	1264
2022 Q4	$344K	Sell	3,900 -9,600	-71%	-$907K	0.03%	597
2022 Q3	$1.21M	Buy	+13,500	New	+$1.38M	0.12%	228

Other funds holding BANF

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

BTIM

BancFirst Trust & Investment Management Oklahoma City, Oklahoma $237M AUM 13.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Aquatic Capital Management's BANF Position: Q2 2026 in Review

Aquatic Capital Management opened a new position in BancFirst (BANF) in Q2 2026: 6,564 shares worth $729K. The stake represents 0.03% of the portfolio and ranks #660 among its holdings. This is a return to the name: Aquatic Capital Management previously reported a position in BANF as recently as Q4 2025.

Aquatic Capital Management first reported a position in BANF in Q3 2022 and has held it in 7 quarters since. The position peaked at $1.21M in Q3 2022. 275 funds tracked by Wall St. Rank hold BANF as of Q2 2026.

Aquatic Capital Management held 6,564 shares of BancFirst worth $729K as of Q2 2026.
BancFirst was a new Aquatic Capital Management position in Q2 2026.
BancFirst made up 0.03% of Aquatic Capital Management's portfolio in Q2 2026, its #660 holding.
Aquatic Capital Management first reported a position in BancFirst in Q3 2022 and has held it in 7 quarters since.
Aquatic Capital Management's BancFirst position peaked at $1.21M in Q3 2022.
275 funds tracked by Wall St. Rank held BancFirst as of Q2 2026.

Based on Aquatic Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.