Denali Advisors’s BancFirst BANF Stock Holding History

Denali Advisors’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	$336K	Hold	3,100	–	–	0.04%	265
2025 Q4	$329K	Sell	3,100 -7,800	-72%	-$882K	0.04%	281
2025 Q3	$1.38M	Sell	10,900 -28,422	-72%	-$3.67M	0.16%	137
2025 Q2	$4.86M	Buy	39,322 +601	+2%	+$71.5K	0.51%	70
2025 Q1	$4.25M	Buy	38,721 +13,921	+56%	+$1.61M	0.48%	71
2024 Q4	$2.91M	Buy	24,800 +9,100	+58%	+$1.07M	0.3%	101
2024 Q3	$1.65M	Buy	+15,700	New	+$1.59M	0.18%	137
2022 Q3	–	Sell	-2,400	Closed	-$230K	–	360
2022 Q2	$230K	Sell	2,400 -34,000	-93%	-$2.97M	0.1%	146
2022 Q1	$3.03M	Buy	36,400 +10,900	+43%	+$846K	1.17%	35
2021 Q4	$1.8M	Buy	25,500 +17,100	+204%	+$1.13M	0.67%	55
2021 Q3	$505K	Buy	+8,400	New	+$480K	0.21%	114
2021 Q2	–	Sell	-4,000	Closed	-$283K	–	277
2021 Q1	$283K	Sell	4,000 -30,700	-88%	-$2.03M	0.09%	157
2020 Q4	$2.04M	Sell	34,700 -37,900	-52%	-$1.95M	0.35%	99
2020 Q3	$2.96M	Hold	72,600	–	–	0.59%	54
2020 Q2	$2.94M	Buy	72,600 +35,300	+95%	+$1.3M	0.57%	54
2020 Q1	$1.25M	Hold	37,300	–	–	0.27%	95
2019 Q4	$2.33M	Hold	37,300	–	–	0.33%	81
2019 Q3	$2.07M	Buy	37,300 +22,100	+145%	+$1.23M	0.29%	91
2019 Q2	$846K	Buy	15,200 +10,119	+199%	+$562K	0.13%	113
2019 Q1	$265K	Buy	5,081 +5,011	+7,159%	+$271K	0.04%	117
2018 Q4	$3K	Hold	70	–	–	﹤0.01%	167
2018 Q3	$4K	Hold	70	–	–	﹤0.01%	153
2018 Q2	$4K	Hold	70	–	–	﹤0.01%	169
2018 Q1	$4K	Hold	70	–	–	﹤0.01%	159
2017 Q4	$4K	Hold	70	–	–	﹤0.01%	163
2017 Q3	$4K	Sell	70 -14	-17%	-$719	﹤0.01%	152
2017 Q2	$4K	Hold	84	–	–	﹤0.01%	147
2017 Q1	$4K	Sell	84 -22	-21%	-$1.03K	﹤0.01%	142
2016 Q4	$5K	Hold	106	–	–	﹤0.01%	138
2016 Q3	$4K	Hold	106	–	–	﹤0.01%	149
2016 Q2	$3K	Hold	106	–	–	﹤0.01%	153
2016 Q1	$3K	Hold	106	–	–	﹤0.01%	157
2015 Q4	$3K	Hold	106	–	–	﹤0.01%	155
2015 Q3	$3K	Hold	106	–	–	﹤0.01%	156
2015 Q2	$3K	Hold	106	–	–	﹤0.01%	176
2015 Q1	$3K	Hold	106	–	–	﹤0.01%	167
2014 Q4	$3K	Hold	106	–	–	﹤0.01%	152
2014 Q3	$3K	Hold	106	–	–	﹤0.01%	139
2014 Q2	$3K	Hold	106	–	–	﹤0.01%	162
2014 Q1	$3K	Buy	106 +34	+47%	+$935	﹤0.01%	174
2013 Q4	$2K	Buy	72 +56	+350%	+$1.55K	﹤0.01%	204
2013 Q3	$0	Hold	16	–	–	﹤0.01%	205
2013 Q2	$0	Buy	+16	New	+$343	﹤0.01%	206

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

Denali Advisors's BANF Position: Q1 2026 in Review

Denali Advisors held its BancFirst (BANF) position steady in Q1 2026 at 3,100 shares worth $336K. The position accounts for 0.04% of the portfolio, ranked #265.

Denali Advisors first reported a position in BANF in Q2 2013 and has held it in 43 quarters since. The position peaked at $4.86M in Q2 2025. 245 funds tracked by Wall St. Rank hold BANF as of Q1 2026.

Denali Advisors held 3,100 shares of BancFirst worth $336K as of Q1 2026.
Denali Advisors left its BancFirst share count unchanged in Q1 2026.
BancFirst made up 0.04% of Denali Advisors's portfolio in Q1 2026, its #265 holding.
Denali Advisors first reported a position in BancFirst in Q2 2013 and has held it in 43 quarters since.
Denali Advisors's BancFirst position peaked at $4.86M in Q2 2025.
245 funds tracked by Wall St. Rank held BancFirst as of Q1 2026.

Based on Denali Advisors's 13F filing for Q1 2026, filed 8 May 2026.