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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
2024
Q2 		– Sell
-3,027
Closed -$266K – 158
2024
Q1 		$266K Buy
+3,027
New +$270K 0.04% 124

Other funds holding BANF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
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
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Wells Fargo
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.