Hodges Capital Management’s BancFirst BANF Stock Holding History

Hodges Capital 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
2025 Q4	–	Sell	-41,500	Closed	-$5.25M	–	201
2025 Q3	$5.25M	Buy	41,500 +3,300	+9%	+$426K	0.45%	72
2025 Q2	$4.72M	Buy	38,200 +1,000	+3%	+$119K	0.45%	70
2025 Q1	$4.09M	Sell	37,200 -35,800	-49%	-$4.15M	0.41%	80
2024 Q4	$8.55M	Buy	73,000 +32,800	+82%	+$3.85M	0.51%	65
2024 Q3	$4.23M	Hold	40,200	–	–	0.27%	104
2024 Q2	$3.53M	Hold	40,200	–	–	0.24%	116
2024 Q1	$3.54M	Sell	40,200 -18,000	-31%	-$1.6M	0.22%	119
2023 Q4	$5.66M	Buy	58,200 +31,300	+116%	+$2.74M	0.3%	93
2023 Q3	$2.33M	Sell	26,900 -10,000	-27%	-$945K	0.28%	97
2023 Q2	$4.32M	Buy	36,900 +8,059	+28%	+$678K	0.25%	103
2023 Q1	$2.94M	Sell	28,841 -5,559	-16%	-$479K	0.24%	107
2022 Q4	$3.03M	Buy	34,400 +30,400	+760%	+$2.87M	0.26%	101
2022 Q3	$358K	Sell	4,000 -4,000	-50%	-$410K	0.06%	168
2022 Q2	$766K	Hold	8,000	–	–	0.08%	147
2022 Q1	$666K	Hold	8,000	–	–	0.05%	173
2021 Q4	$564K	Hold	8,000	–	–	0.04%	189
2021 Q3	$480K	Buy	8,000 +4,000	+100%	+$229K	0.04%	190
2021 Q2	$250K	Hold	4,000	–	–	0.03%	217
2021 Q1	$283K	Sell	4,000 -1,000	-20%	-$66.2K	0.04%	191
2020 Q4	$294K	Hold	5,000	–	–	0.05%	182
2020 Q3	$204K	Buy	+5,000	New	+$211K	0.04%	190

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Hodges Capital Management's BANF Position: Q4 2025 in Review

Hodges Capital Management sold out of BancFirst (BANF) in Q4 2025, closing a stake of 41,500 shares — an estimated $5.25M sold.

Hodges Capital Management first reported a position in BANF in Q3 2020 and held it in 21 quarters. The position peaked at $8.55M in Q4 2024. 257 funds tracked by Wall St. Rank hold BANF as of Q4 2025.

Hodges Capital Management reported no remaining BancFirst position as of Q4 2025 after selling out during the quarter.
Hodges Capital Management sold 41,500 BancFirst shares in Q4 2025, an estimated $5.25M.
Hodges Capital Management first reported a position in BancFirst in Q3 2020 and held it in 21 quarters.
Hodges Capital Management's BancFirst position peaked at $8.55M in Q4 2024.
257 funds tracked by Wall St. Rank held BancFirst as of Q4 2025.

Based on Hodges Capital Management's 13F filing for Q4 2025, filed 11 Feb 2026.