Fuller & Thaler Asset Management’s BancFirst BANF Stock Holding History

Fuller & Thaler Asset 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	$31.3M	Buy	281,297 +11,359	+4%	+$1.27M	0.09%	263
2026 Q1	$29.3M	Sell	269,938 -432	-0.2%	-$48K	0.1%	249
2025 Q4	$28.7M	Sell	270,370 -647	-0.2%	-$73.2K	0.1%	248
2025 Q3	$34.3M	Sell	271,017 -256	-0.1%	-$33.1K	0.12%	230
2025 Q2	$33.5M	Sell	271,273 -263	-0.1%	-$31.3K	0.12%	223
2025 Q1	$29.8M	Buy	271,536 +269	+0.1%	+$31.2K	0.12%	232
2024 Q4	$31.8M	Sell	271,267 -2,754	-1%	-$323K	0.12%	232
2024 Q3	$28.8M	Sell	274,021 -242	-0.1%	-$24.6K	0.11%	236
2024 Q2	$24.1M	Buy	274,263 +26,297	+11%	+$2.28M	0.1%	241
2024 Q1	$21.8M	Buy	247,966 +414	+0.2%	+$36.9K	0.1%	230
2023 Q4	$24.1M	Buy	247,552 +810	+0.3%	+$71K	0.12%	183
2023 Q3	$21.4M	Buy	246,742 +25,541	+12%	+$2.41M	0.12%	178
2023 Q2	$20.4M	Buy	+221,201	New	+$18.6M	0.12%	182
2018 Q3	–	Sell	-1,900	Closed	-$112K	–	484
2018 Q2	$112K	Hold	1,900	–	–	﹤0.01%	491
2018 Q1	$101K	Buy	+1,900	New	+$104K	﹤0.01%	508

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

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

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

Fuller & Thaler Asset Management's BANF Position: Q2 2026 in Review

Fuller & Thaler Asset Management increased its BancFirst (BANF) stake by 4.2% in Q2 2026, buying an estimated $1.27M and bringing the position to 281,297 shares worth $31.3M. The position accounts for 0.09% of the portfolio, ranked #263.

Fuller & Thaler Asset Management first reported a position in BANF in Q1 2018 and has held it in 15 quarters since. The position peaked at $34.3M in Q3 2025. 274 funds tracked by Wall St. Rank hold BANF as of Q2 2026.

Fuller & Thaler Asset Management held 281,297 shares of BancFirst worth $31.3M as of Q2 2026.
Fuller & Thaler Asset Management bought 11,359 BancFirst shares in Q2 2026, an estimated $1.27M.
BancFirst made up 0.09% of Fuller & Thaler Asset Management's portfolio in Q2 2026, its #263 holding.
Fuller & Thaler Asset Management first reported a position in BancFirst in Q1 2018 and has held it in 15 quarters since.
Fuller & Thaler Asset Management's BancFirst position peaked at $34.3M in Q3 2025.
274 funds tracked by Wall St. Rank held BancFirst as of Q2 2026.

Based on Fuller & Thaler Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.