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BancFirst Trust & Investment Management’s Avantis US Small Cap Value ETF AVUV Stock Holding History

BancFirst Trust & Investment Management’s Portfolio AVUV Stock Details AVUV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$541K Buy
4,341
+2,118
+95% +$253K 0.23% 31
2026
Q1 		$241K Buy
+2,223
New +$245K 0.11% 37

Other funds holding AVUV

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
MIAS
Mason Investment Advisory Services Reston, Virginia $2.63B AUM 41.49% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

BancFirst Trust & Investment Management's AVUV Position: Q2 2026 in Review

BancFirst Trust & Investment Management increased its Avantis US Small Cap Value ETF (AVUV) stake by 95% in Q2 2026, buying an estimated $253K and bringing the position to 4,341 shares worth $541K. The position accounts for 0.23% of the portfolio, ranked #31.

BancFirst Trust & Investment Management first reported a position in AVUV in Q1 2026 and has held it in 2 quarters since. 1,145 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

  • BancFirst Trust & Investment Management held 4,341 shares of Avantis US Small Cap Value ETF worth $541K as of Q2 2026.
  • BancFirst Trust & Investment Management bought 2,118 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $253K.
  • Avantis US Small Cap Value ETF made up 0.23% of BancFirst Trust & Investment Management's portfolio in Q2 2026, its #31 holding.
  • BancFirst Trust & Investment Management first reported a position in Avantis US Small Cap Value ETF in Q1 2026 and has held it in 2 quarters since.
  • 1,145 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on BancFirst Trust & Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.