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Cherry Tree Wealth Management’s BancFirst BANF Stock Holding History

Cherry Tree 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
2025
Q2 		– Sell
-18
Closed -$1.98K – 619
2025
Q1 		$1.98K Buy
+18
New +$2.09K ﹤0.01% 634

Other funds holding BANF

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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 $1.61T AUM 30.72% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cherry Tree Wealth Management's BANF Position: Q2 2025 in Review

Cherry Tree Wealth Management sold out of BancFirst (BANF) in Q2 2025, closing a stake of 18 shares — an estimated $1.98K sold.

Cherry Tree Wealth Management first reported a position in BANF in Q1 2025 and held it in 1 quarter. The position peaked at $1.98K in Q1 2025. 258 funds tracked by Wall St. Rank hold BANF as of Q2 2025.

  • Cherry Tree Wealth Management reported no remaining BancFirst position as of Q2 2025 after selling out during the quarter.
  • Cherry Tree Wealth Management sold 18 BancFirst shares in Q2 2025, an estimated $1.98K.
  • Cherry Tree Wealth Management first reported a position in BancFirst in Q1 2025 and held it in 1 quarter.
  • Cherry Tree Wealth Management's BancFirst position peaked at $1.98K in Q1 2025.
  • 258 funds tracked by Wall St. Rank held BancFirst as of Q2 2025.

Based on Cherry Tree Wealth Management's 13F filing for Q2 2025, filed 5 Aug 2025.