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	$448K	Sell	4,035 -326	-7%	-$36.5K	0.05%	122
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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Curated Wealth Partners reduced its BancFirst (BANF) stake by 7.5% in Q2 2026, selling an estimated $36.5K and leaving 4,035 shares worth $448K. The position accounts for 0.05% of the portfolio, ranked #122.

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. 275 funds tracked by Wall St. Rank hold BANF as of Q2 2026.

Curated Wealth Partners held 4,035 shares of BancFirst worth $448K as of Q2 2026.
Curated Wealth Partners sold 326 BancFirst shares in Q2 2026, an estimated $36.5K.
BancFirst made up 0.05% of Curated Wealth Partners's portfolio in Q2 2026, its #122 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.
275 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.