EverSource Wealth Advisors’s BancFirst BANF Stock Holding History

EverSource Wealth 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 Q2	$12.7K	Sell	114 -55	-33%	-$6.16K	﹤0.01%	2756
2026 Q1	$18.3K	Sell	169 -325	-66%	-$36.1K	﹤0.01%	2558
2025 Q4	$52.4K	Sell	494 -13	-3%	-$1.47K	﹤0.01%	1717
2025 Q3	$64.1K	Buy	507 +105	+26%	+$13.6K	﹤0.01%	1527
2025 Q2	$49.7K	Buy	402 +364	+958%	+$43.3K	﹤0.01%	1623
2025 Q1	$4.17K	Buy	38 +12	+46%	+$1.39K	﹤0.01%	2583
2024 Q4	$3.05K	Buy	26 +6	+30%	+$704	﹤0.01%	2551
2024 Q3	$2.1K	Hold	20	–	–	﹤0.01%	2531
2024 Q2	$2.15K	Hold	20	–	–	﹤0.01%	2528
2024 Q1	$1.78K	Hold	20	–	–	﹤0.01%	2423
2023 Q4	$1.95K	Hold	20	–	–	﹤0.01%	2176
2023 Q3	$1.74K	Hold	20	–	–	﹤0.01%	2052
2023 Q2	$1.84K	Hold	20	–	–	﹤0.01%	2047
2023 Q1	$1.66K	Sell	20 -62	-76%	-$5.34K	﹤0.01%	1989
2022 Q4	$7.23K	Hold	82	–	–	﹤0.01%	1460
2022 Q3	$8K	Hold	82	–	–	﹤0.01%	1186
2022 Q2	$8K	Hold	82	–	–	﹤0.01%	1094
2022 Q1	$7K	Hold	82	–	–	﹤0.01%	1121
2021 Q4	$6K	Buy	+82	New	+$5.42K	﹤0.01%	1163

Other funds holding BANF

BTIM

BancFirst Trust & Investment Management Oklahoma City, Oklahoma $237M AUM 13.19% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

YIH

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

RHCA

Rosenthal Henry Capital Advisors Mishawaka, Indiana $114M AUM 23.19% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

EverSource Wealth Advisors's BANF Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its BancFirst (BANF) stake by 33% in Q2 2026, selling an estimated $6.16K and leaving 114 shares worth $12.7K. The position accounts for ﹤0.01% of the portfolio, ranked #2756.

EverSource Wealth Advisors first reported a position in BANF in Q4 2021 and has held it in 19 quarters since. The position peaked at $64.1K in Q3 2025. 91 funds tracked by Wall St. Rank hold BANF as of Q2 2026.

EverSource Wealth Advisors held 114 shares of BancFirst worth $12.7K as of Q2 2026.
EverSource Wealth Advisors sold 55 BancFirst shares in Q2 2026, an estimated $6.16K.
BancFirst made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2756 holding.
EverSource Wealth Advisors first reported a position in BancFirst in Q4 2021 and has held it in 19 quarters since.
EverSource Wealth Advisors's BancFirst position peaked at $64.1K in Q3 2025.
91 funds tracked by Wall St. Rank held BancFirst as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.