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 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	Sell	3,524 -3,526	-50%	-$419K	0.01%	751
2025 Q1	$775K	Buy	7,050 +3,528	+100%	+$409K	0.01%	753
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 $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

Geneos Wealth Management's BANF Position: Q1 2026 in Review

Geneos Wealth Management held its BancFirst (BANF) position steady in Q1 2026 at 3,522 shares worth $382K. The position accounts for 0.01% of the portfolio, ranked #775.

Geneos Wealth Management first reported a position in BANF in Q3 2018 and has held it in 31 quarters since. The position peaked at $775K in Q1 2025. 245 funds tracked by Wall St. Rank hold BANF as of Q1 2026.

Geneos Wealth Management held 3,522 shares of BancFirst worth $382K as of Q1 2026.
Geneos Wealth Management left its BancFirst share count unchanged in Q1 2026.
BancFirst made up 0.01% of Geneos Wealth Management's portfolio in Q1 2026, its #775 holding.
Geneos Wealth Management first reported a position in BancFirst in Q3 2018 and has held it in 31 quarters since.
Geneos Wealth Management's BancFirst position peaked at $775K in Q1 2025.
245 funds tracked by Wall St. Rank held BancFirst as of Q1 2026.

Based on Geneos Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.