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Integrated Wealth Concepts’s BancFirst BANF Stock Holding History

Integrated Wealth Concepts’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 		$171K Sell
1,539
-1,374
-47% -$154K ﹤0.01% 2440
2026
Q1 		$316K Buy
+2,913
New +$324K ﹤0.01% 1825
2025
Q4 		– Sell
-2,553
Closed -$323K – 1649
2025
Q3 		$323K Buy
+2,553
New +$330K ﹤0.01% 1587

Other funds holding BANF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
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
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Integrated Wealth Concepts's BANF Position: Q2 2026 in Review

Integrated Wealth Concepts reduced its BancFirst (BANF) stake by 47% in Q2 2026, selling an estimated $154K and leaving 1,539 shares worth $171K. The position accounts for ﹤0.01% of the portfolio, ranked #2440.

Integrated Wealth Concepts first reported a position in BANF in Q3 2025 and has held it in 3 quarters since. The position peaked at $323K in Q3 2025. 275 funds tracked by Wall St. Rank hold BANF as of Q2 2026.

  • Integrated Wealth Concepts held 1,539 shares of BancFirst worth $171K as of Q2 2026.
  • Integrated Wealth Concepts sold 1,374 BancFirst shares in Q2 2026, an estimated $154K.
  • BancFirst made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #2440 holding.
  • Integrated Wealth Concepts first reported a position in BancFirst in Q3 2025 and has held it in 3 quarters since.
  • Integrated Wealth Concepts's BancFirst position peaked at $323K in Q3 2025.
  • 275 funds tracked by Wall St. Rank held BancFirst as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.