Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s BancFirst BANF Stock Holding History

Carson Wealth (CWM LLC)’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
Q1 		$46.7K Buy
430
+41
+11% +$4.56K ﹤0.01% 3871
2025
Q4 		$41K Sell
389
-203
-34% -$23K ﹤0.01% 3737
2025
Q3 		$75K Buy
592
+217
+58% +$28K ﹤0.01% 3197
2025
Q2 		$46K Buy
375
+22
+6% +$2.62K ﹤0.01% 3339
2025
Q1 		$39K Buy
353
+46
+15% +$5.33K ﹤0.01% 3177
2024
Q4 		$36K Buy
307
+29
+10% +$3.4K ﹤0.01% 3017
2024
Q3 		$29K Buy
278
+97
+54% +$9.85K ﹤0.01% 3105
2024
Q2 		$16K Buy
181
+106
+141% +$9.21K ﹤0.01% 3249
2024
Q1 		$7K Sell
75
-52
-41% -$4.63K ﹤0.01% 3489
2023
Q4 		$12K Buy
127
+15
+13% +$1.31K ﹤0.01% 3068
2023
Q3 		$10K Sell
112
-8
-7% -$756 ﹤0.01% 3116
2023
Q2 		$11K Hold
120
– – ﹤0.01% 3002
2023
Q1 		$10K Buy
120
+19
+19% +$1.64K ﹤0.01% 2926
2022
Q4 		$9K Buy
101
+7
+7% +$661 ﹤0.01% 2834
2022
Q3 		$8K Buy
94
+1
+1% +$102 ﹤0.01% 2795
2022
Q2 		$9K Sell
93
-38
-29% -$3.32K ﹤0.01% 2615
2022
Q1 		$11K Sell
131
-53
-29% -$4.11K ﹤0.01% 2400
2021
Q4 		$13K Buy
+184
New +$12.2K ﹤0.01% 2189
2021
Q2 		$1.89M Hold
30,210
– – 0.02% 440
2021
Q1 		$1.89M Hold
30,210
– – 0.02% 440
2020
Q4 		$1.89M Hold
30,210
– – 0.02% 440
2020
Q3 		$1.89M Hold
30,210
– – 0.02% 440
2020
Q2 		$1.89M Hold
30,210
– – 0.02% 440
2020
Q1 		$1.89M Hold
30,210
– – 0.02% 440
2019
Q4 		$1.89M Hold
30,210
– – 0.02% 440
2019
Q3 		$1.89M Hold
30,210
– – 0.02% 440
2019
Q2 		$1.89M Hold
30,210
– – 0.02% 440
2019
Q1 		$1.89M Buy
30,210
+30,193
+177,606% +$1.64M 0.02% 440
2018
Q4 		$1K Hold
17
– – ﹤0.01% 1839
2018
Q3 		$1K Hold
17
– – ﹤0.01% 1616
2018
Q2 		$1K Buy
+17
New +$996 ﹤0.01% 1478

Other funds holding BANF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
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
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Carson Wealth (CWM LLC)'s BANF Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its BancFirst (BANF) stake by 11% in Q1 2026, buying an estimated $4.56K and bringing the position to 430 shares worth $46.7K. The position accounts for ﹤0.01% of the portfolio, ranked #3871.

Carson Wealth (CWM LLC) first reported a position in BANF in Q2 2018 and has held it in 31 quarters since. The position peaked at $1.89M in Q2 2021. 245 funds tracked by Wall St. Rank hold BANF as of Q1 2026.

  • Carson Wealth (CWM LLC) held 430 shares of BancFirst worth $46.7K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 41 BancFirst shares in Q1 2026, an estimated $4.56K.
  • BancFirst made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3871 holding.
  • Carson Wealth (CWM LLC) first reported a position in BancFirst in Q2 2018 and has held it in 31 quarters since.
  • Carson Wealth (CWM LLC)'s BancFirst position peaked at $1.89M in Q2 2021.
  • 245 funds tracked by Wall St. Rank held BancFirst as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.