Curated Wealth Partners’s BancFirst BANF Stock Holding History

Curated Wealth Partners’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 Q2	$76.9K	Buy	22,741 +18,380	+421%	+$2.06M	0.01%	637
2026 Q1	$473K	Sell	4,361 -96	-2%	-$10.7K	0.06%	113
2025 Q4	$473K	Buy	4,457 +1,043	+31%	+$118K	0.05%	121
2025 Q3	$432K	Buy	3,414 +981	+40%	+$127K	0.05%	103
2025 Q2	$301K	Hold	2,433	–	–	0.04%	124
2025 Q1	$267K	Hold	2,433	–	–	0.03%	128
2024 Q4	$285K	Hold	2,433	–	–	0.03%	121
2024 Q3	$256K	Hold	2,433	–	–	0.03%	119
2024 Q2	$213K	Buy	+2,433	New	+$211K	0.03%	127
2024 Q1	–	Sell	-3,259	Closed	-$290K	–	163
2023 Q4	$317K	Hold	3,259	–	–	0.05%	112
2023 Q3	$283K	Hold	3,259	–	–	0.05%	109
2023 Q2	$300K	Hold	3,259	–	–	0.06%	101
2023 Q1	$271K	Hold	3,259	–	–	0.06%	104
2022 Q4	$287K	Sell	3,259 -1,835	-36%	-$173K	0.07%	98
2022 Q3	$456K	Hold	5,094	–	–	0.13%	64
2022 Q2	$486K	Buy	+5,094	New	+$445K	0.14%	64

Other funds holding BANF

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return

JCFM

JBR Co Financial Management Ardmore, Oklahoma $274M AUM 32.15% 1-Year Est. Return

MPPW

Mitchell & Pahl Private Wealth Oklahoma City, Oklahoma $272M AUM 29.72% 1-Year Est. Return

ICP

Impact Capital Partners Greenwood Village, Colorado $367M AUM 28.36% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

RIA

Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return

Curated Wealth Partners's BANF Position: Q2 2026 in Review

Curated Wealth Partners increased its BancFirst (BANF) stake by 421% in Q2 2026, buying an estimated $2.06M and bringing the position to 22,741 shares worth $76.9K. The position accounts for 0.01% of the portfolio, ranked #637.

Curated Wealth Partners first reported a position in BANF in Q2 2022 and has held it in 16 quarters since. The position peaked at $486K in Q2 2022. 24 funds tracked by Wall St. Rank hold BANF as of Q2 2026.

Curated Wealth Partners held 22,741 shares of BancFirst worth $76.9K as of Q2 2026.
Curated Wealth Partners bought 18,380 BancFirst shares in Q2 2026, an estimated $2.06M.
BancFirst made up 0.01% of Curated Wealth Partners's portfolio in Q2 2026, its #637 holding.
Curated Wealth Partners first reported a position in BancFirst in Q2 2022 and has held it in 16 quarters since.
Curated Wealth Partners's BancFirst position peaked at $486K in Q2 2022.
24 funds tracked by Wall St. Rank held BancFirst as of Q2 2026.

Based on Curated Wealth Partners's 13F filing for Q2 2026, filed 13 Jul 2026.