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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
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 $5.72T AUM 30.48% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
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
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
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Integrated Wealth Concepts's BANF Position: Q1 2026 in Review

Integrated Wealth Concepts opened a new position in BancFirst (BANF) in Q1 2026: 2,913 shares worth $316K. The stake represents ﹤0.01% of the portfolio and ranks #1825 among its holdings. This is a return to the name: Integrated Wealth Concepts previously reported a position in BANF as recently as Q3 2025.

Integrated Wealth Concepts first reported a position in BANF in Q3 2025 and has held it in 2 quarters since. The position peaked at $323K in Q3 2025. 245 funds tracked by Wall St. Rank hold BANF as of Q1 2026.

  • Integrated Wealth Concepts held 2,913 shares of BancFirst worth $316K as of Q1 2026.
  • BancFirst was a new Integrated Wealth Concepts position in Q1 2026.
  • BancFirst made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #1825 holding.
  • Integrated Wealth Concepts first reported a position in BancFirst in Q3 2025 and has held it in 2 quarters since.
  • Integrated Wealth Concepts's BancFirst position peaked at $323K in Q3 2025.
  • 245 funds tracked by Wall St. Rank held BancFirst as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.