Geneos Wealth Management’s BancFirst BANF Stock Holding History

Geneos Wealth 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	$177K	Sell	1,594 -1,928	-55%	-$216K	﹤0.01%	1035
2026 Q1	$382K	Hold	3,522	–	–	0.01%	775
2025 Q4	$373K	Hold	3,522	–	–	0.01%	746
2025 Q3	$445K	Sell	3,522 -2	-0.1%	-$258	0.01%	684
2025 Q2	$436K	Hold	3,524	–	–	0.01%	751
2025 Q1	$387K	Buy	3,524 +2	+0.1%	+$232	0.01%	707
2024 Q4	$413K	Hold	3,522	–	–	0.01%	632
2024 Q3	$371K	Buy	3,522 +1,928	+121%	+$196K	0.01%	621
2024 Q2	$140K	Hold	1,594	–	–	0.01%	789
2024 Q1	$140K	Hold	1,594	–	–	0.01%	781
2023 Q4	$155K	Hold	1,594	–	–	0.01%	733
2023 Q3	$138K	Hold	1,594	–	–	0.01%	777
2023 Q2	$147K	Hold	1,594	–	–	0.01%	761
2023 Q1	$132K	Hold	1,594	–	–	0.01%	759
2022 Q4	$141K	Hold	1,594	–	–	0.01%	739
2022 Q3	$142K	Hold	1,594	–	–	0.01%	701
2022 Q2	$156K	Hold	1,594	–	–	0.01%	839
2022 Q1	$132K	Hold	1,594	–	–	0.01%	972
2021 Q4	$112K	Hold	1,594	–	–	﹤0.01%	1118
2021 Q3	$98K	Hold	1,594	–	–	﹤0.01%	1179
2021 Q2	$97K	Hold	1,594	–	–	﹤0.01%	1171
2021 Q1	$110K	Hold	1,594	–	–	﹤0.01%	1260
2020 Q4	$116K	Hold	1,594	–	–	﹤0.01%	1071
2020 Q3	$64K	Hold	1,594	–	–	﹤0.01%	1136
2020 Q2	$59K	Hold	1,594	–	–	﹤0.01%	1146
2020 Q1	$53K	Hold	1,594	–	–	﹤0.01%	1085
2019 Q4	$100K	Hold	1,594	–	–	0.01%	950
2019 Q3	$88K	Hold	1,594	–	–	0.01%	941
2019 Q2	$88K	Hold	1,594	–	–	0.01%	951
2019 Q1	$83K	Hold	1,594	–	–	0.01%	929
2018 Q4	$79K	Hold	1,594	–	–	0.01%	908
2018 Q3	$95K	Buy	+1,594	New	+$99.5K	0.01%	900

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

Geneos Wealth Management's BANF Position: Q2 2026 in Review

Geneos Wealth Management reduced its BancFirst (BANF) stake by 55% in Q2 2026, selling an estimated $216K and leaving 1,594 shares worth $177K. The position accounts for ﹤0.01% of the portfolio, ranked #1035.

Geneos Wealth Management first reported a position in BANF in Q3 2018 and has held it in 32 quarters since. The position peaked at $445K in Q3 2025. 275 funds tracked by Wall St. Rank hold BANF as of Q2 2026.

Geneos Wealth Management held 1,594 shares of BancFirst worth $177K as of Q2 2026.
Geneos Wealth Management sold 1,928 BancFirst shares in Q2 2026, an estimated $216K.
BancFirst made up ﹤0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #1035 holding.
Geneos Wealth Management first reported a position in BancFirst in Q3 2018 and has held it in 32 quarters since.
Geneos Wealth Management's BancFirst position peaked at $445K in Q3 2025.
275 funds tracked by Wall St. Rank held BancFirst as of Q2 2026.

Based on Geneos Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.