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Berman Capital Advisors’s BancFirst BANF Stock Holding History

Berman Capital 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
2021
Q3 		$10K Sell
169
-276
-62% -$15.8K ﹤0.01% 1178
2021
Q2 		$27K Buy
445
+20
+5% +$1.38K ﹤0.01% 789
2021
Q1 		$30K Buy
+425
New +$28.1K 0.01% 654

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Berman Capital Advisors's BANF Position: Q3 2021 in Review

Berman Capital Advisors reduced its BancFirst (BANF) stake by 62% in Q3 2021, selling an estimated $15.8K and leaving 169 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #1178.

Berman Capital Advisors first reported a position in BANF in Q1 2021 and has held it in 3 quarters since. The position peaked at $30K in Q1 2021. 144 funds tracked by Wall St. Rank hold BANF as of Q3 2021.

  • Berman Capital Advisors held 169 shares of BancFirst worth $10K as of Q3 2021.
  • Berman Capital Advisors sold 276 BancFirst shares in Q3 2021, an estimated $15.8K.
  • BancFirst made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1178 holding.
  • Berman Capital Advisors first reported a position in BancFirst in Q1 2021 and has held it in 3 quarters since.
  • Berman Capital Advisors's BancFirst position peaked at $30K in Q1 2021.
  • 144 funds tracked by Wall St. Rank held BancFirst as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.