Creative Planning’s BancFirst BANF Stock Holding History

Creative Planning’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	$1.33M	Sell	12,275 -504	-4%	-$56K	﹤0.01%	2231
2025 Q4	$1.35M	Sell	12,779 -5,174	-29%	-$585K	﹤0.01%	2043
2025 Q3	$2.27M	Buy	17,953 +2,830	+19%	+$366K	﹤0.01%	1449
2025 Q2	$1.87M	Sell	15,123 -37	-0.2%	-$4.4K	﹤0.01%	1381
2025 Q1	$1.67M	Buy	15,160 +2,564	+20%	+$297K	﹤0.01%	1321
2024 Q4	$1.48M	Buy	12,596 +1,767	+16%	+$207K	﹤0.01%	1344
2024 Q3	$1.14M	Buy	10,829 +1,619	+18%	+$164K	﹤0.01%	1421
2024 Q2	$808K	Buy	9,210 +2,979	+48%	+$259K	﹤0.01%	1571
2024 Q1	$549K	Buy	6,231 +348	+6%	+$31K	﹤0.01%	1795
2023 Q4	$573K	Buy	5,883 +1,153	+24%	+$101K	﹤0.01%	1613
2023 Q3	$410K	Sell	4,730 -251	-5%	-$23.7K	﹤0.01%	1699
2023 Q2	$458K	Buy	4,981 +2,390	+92%	+$201K	﹤0.01%	1610
2023 Q1	$215K	Sell	2,591 -189	-7%	-$16.3K	﹤0.01%	2072
2022 Q4	$245K	Sell	2,780 -757	-21%	-$71.5K	﹤0.01%	1871
2022 Q3	$316K	Buy	3,537 +1,027	+41%	+$105K	﹤0.01%	1621
2022 Q2	$240K	Buy	2,510 +79	+3%	+$6.89K	﹤0.01%	1765
2022 Q1	$202K	Sell	2,431 -1,480	-38%	-$115K	﹤0.01%	1888
2021 Q4	$276K	Hold	3,911	–	–	﹤0.01%	1677
2021 Q3	$235K	Hold	3,911	–	–	﹤0.01%	1753
2021 Q2	$244K	Sell	3,911 -533	-12%	-$36.7K	﹤0.01%	1680
2021 Q1	$314K	Sell	4,444 -1,997	-31%	-$132K	﹤0.01%	1774
2020 Q4	$378K	Buy	6,441 +4	+0.1%	+$205	﹤0.01%	1472
2020 Q3	$263K	Buy	6,437 +5	+0.1%	+$211	﹤0.01%	1504
2020 Q2	$261K	Buy	+6,432	New	+$236K	﹤0.01%	1389
2020 Q1	–	Sell	-5,911	Closed	-$369K	–	1883
2019 Q4	$369K	Sell	5,911 -2,000	-25%	-$118K	﹤0.01%	1278
2019 Q3	$438K	Hold	7,911	–	–	﹤0.01%	1141
2019 Q2	$440K	Sell	7,911 -2,000	-20%	-$111K	﹤0.01%	1154
2019 Q1	$517K	Buy	+9,911	New	+$537K	﹤0.01%	1008
2018 Q3	–	Sell	-9,693	Closed	-$574K	–	2081
2018 Q2	$574K	Buy	9,693 +43	+0.4%	+$2.52K	﹤0.01%	999
2018 Q1	$512K	Buy	9,650 +28	+0.3%	+$1.53K	﹤0.01%	1069
2017 Q4	$492K	Buy	9,622 +49	+0.5%	+$2.71K	﹤0.01%	1073
2017 Q3	$543K	Buy	9,573 +99	+1%	+$5.09K	﹤0.01%	1006
2017 Q2	$458K	Hold	9,474	–	–	﹤0.01%	1061
2017 Q1	$426K	Buy	9,474 +62	+0.7%	+$2.9K	﹤0.01%	1071
2016 Q4	$438K	Buy	9,412 +64	+0.7%	+$2.57K	﹤0.01%	989
2016 Q3	$339K	Buy	9,348 +66	+0.7%	+$2.2K	﹤0.01%	1113
2016 Q2	$280K	Buy	9,282 +66	+0.7%	+$2K	﹤0.01%	1087
2016 Q1	$263K	Buy	9,216 +164	+2%	+$4.6K	﹤0.01%	1079
2015 Q4	$265K	Buy	9,052 +52	+0.6%	+$1.61K	﹤0.01%	1054
2015 Q3	$284K	Buy	+9,000	New	+$283K	﹤0.01%	999
2015 Q2	–	Sell	-8,794	Closed	-$268K	–	1260
2015 Q1	$268K	Buy	8,794 +96	+1%	+$2.86K	﹤0.01%	1052
2014 Q4	$276K	Buy	8,698 +4,244	+95%	+$137K	﹤0.01%	979
2014 Q3	$139K	Buy	4,454 +104	+2%	+$3.25K	﹤0.01%	1265
2014 Q2	$135K	Buy	4,350 +82	+2%	+$2.43K	﹤0.01%	1245
2014 Q1	$121K	Buy	+4,268	New	+$117K	﹤0.01%	1274

Other funds holding BANF

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

BTIM

BancFirst Trust & Investment Management Oklahoma City, Oklahoma $226M AUM 19.42% 1-Year Est. Return

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

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

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

Creative Planning's BANF Position: Q1 2026 in Review

Creative Planning reduced its BancFirst (BANF) stake by 3.9% in Q1 2026, selling an estimated $56K and leaving 12,275 shares worth $1.33M. The position accounts for ﹤0.01% of the portfolio, ranked #2231.

Creative Planning first reported a position in BANF in Q1 2014 and has held it in 45 quarters since. The position peaked at $2.27M in Q3 2025. 245 funds tracked by Wall St. Rank hold BANF as of Q1 2026.

Creative Planning held 12,275 shares of BancFirst worth $1.33M as of Q1 2026.
Creative Planning sold 504 BancFirst shares in Q1 2026, an estimated $56K.
BancFirst made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #2231 holding.
Creative Planning first reported a position in BancFirst in Q1 2014 and has held it in 45 quarters since.
Creative Planning's BancFirst position peaked at $2.27M in Q3 2025.
245 funds tracked by Wall St. Rank held BancFirst as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.