Dark Forest Capital Management’s BancFirst BANF Stock Holding History

Dark Forest Capital 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
2026 Q2	$2.76M	Buy	+24,843	New	+$2.78M	0.18%	181
2026 Q1	–	Sell	-28,926	Closed	-$3.07M	–	810
2025 Q4	$3.07M	Buy	28,926 +6,251	+28%	+$707K	0.14%	223
2025 Q3	$2.87M	Buy	22,675 +1,654	+8%	+$214K	0.11%	314
2025 Q2	$2.6M	Buy	+21,021	New	+$2.5M	0.1%	336
2025 Q1	–	Sell	-7,584	Closed	-$889K	–	1226
2024 Q4	$889K	Buy	+7,584	New	+$889K	0.13%	201

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

Dark Forest Capital Management's BANF Position: Q2 2026 in Review

Dark Forest Capital Management opened a new position in BancFirst (BANF) in Q2 2026: 24,843 shares worth $2.76M. The stake represents 0.18% of the portfolio and ranks #181 among its holdings. This is a return to the name: Dark Forest Capital Management previously reported a position in BANF as recently as Q4 2025.

Dark Forest Capital Management first reported a position in BANF in Q4 2024 and has held it in 5 quarters since. The position peaked at $3.07M in Q4 2025. 275 funds tracked by Wall St. Rank hold BANF as of Q2 2026.

Dark Forest Capital Management held 24,843 shares of BancFirst worth $2.76M as of Q2 2026.
BancFirst was a new Dark Forest Capital Management position in Q2 2026.
BancFirst made up 0.18% of Dark Forest Capital Management's portfolio in Q2 2026, its #181 holding.
Dark Forest Capital Management first reported a position in BancFirst in Q4 2024 and has held it in 5 quarters since.
Dark Forest Capital Management's BancFirst position peaked at $3.07M in Q4 2025.
275 funds tracked by Wall St. Rank held BancFirst as of Q2 2026.

Based on Dark Forest Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.