Beacon Pointe Advisors’s BancFirst BANF Stock Holding History

Beacon Pointe Advisors’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
2023 Q1	–	Sell	-12,141	Closed	-$1.07M	–	1145
2022 Q4	$1.07M	Buy	12,141 +117	+1%	+$11.1K	0.02%	485
2022 Q3	$1.08M	Hold	12,024	–	–	0.02%	446
2022 Q2	$1.15M	Hold	12,024	–	–	0.02%	434
2022 Q1	$1M	Buy	+12,024	New	+$933K	0.01%	622
2021 Q4	–	Sell	-12,000	Closed	-$721K	–	929
2021 Q3	$721K	Hold	12,000	–	–	0.02%	460
2021 Q2	$749K	Buy	+12,000	New	+$827K	0.03%	385

Other funds holding BANF

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Beacon Pointe Advisors's BANF Position: Q1 2023 in Review

Beacon Pointe Advisors sold out of BancFirst (BANF) in Q1 2023, closing a stake of 12,141 shares — an estimated $1.07M sold.

Beacon Pointe Advisors first reported a position in BANF in Q2 2021 and held it in 6 quarters. The position peaked at $1.15M in Q2 2022. 185 funds tracked by Wall St. Rank hold BANF as of Q1 2023.

Beacon Pointe Advisors reported no remaining BancFirst position as of Q1 2023 after selling out during the quarter.
Beacon Pointe Advisors sold 12,141 BancFirst shares in Q1 2023, an estimated $1.07M.
Beacon Pointe Advisors first reported a position in BancFirst in Q2 2021 and held it in 6 quarters.
Beacon Pointe Advisors's BancFirst position peaked at $1.15M in Q2 2022.
185 funds tracked by Wall St. Rank held BancFirst as of Q1 2023.

Based on Beacon Pointe Advisors's 13F filing for Q1 2023, filed 12 May 2023.