CWM
BANF icon

Castle Wealth Management’s BancFirst BANF Stock Holding History

Castle Wealth 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
2022
Q4 		– Sell
-381
Closed -$34K – 157
2022
Q3 		$34K Hold
381
– – 0.02% 260
2022
Q2 		$37K Buy
+381
New +$33.3K 0.02% 249

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
Kayne Anderson Rudnick Investment Management
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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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 $187B AUM 18.48% 1-Year Est. Return

Castle Wealth Management's BANF Position: Q4 2022 in Review

Castle Wealth Management sold out of BancFirst (BANF) in Q4 2022, closing a stake of 381 shares — an estimated $34K sold.

Castle Wealth Management first reported a position in BANF in Q2 2022 and held it in 2 quarters. The position peaked at $37K in Q2 2022. 197 funds tracked by Wall St. Rank hold BANF as of Q4 2022.

  • Castle Wealth Management reported no remaining BancFirst position as of Q4 2022 after selling out during the quarter.
  • Castle Wealth Management sold 381 BancFirst shares in Q4 2022, an estimated $34K.
  • Castle Wealth Management first reported a position in BancFirst in Q2 2022 and held it in 2 quarters.
  • Castle Wealth Management's BancFirst position peaked at $37K in Q2 2022.
  • 197 funds tracked by Wall St. Rank held BancFirst as of Q4 2022.

Based on Castle Wealth Management's 13F filing for Q4 2022, filed 9 Feb 2023.