JBR Co Financial Management’s BancFirst BANF Stock Holding History

JBR Co Financial 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	$697K	Sell	6,273 -3,795	-38%	-$425K	0.25%	73
2026 Q1	$1.07M	Hold	10,068	–	–	0.45%	51
2025 Q4	$1.07M	Sell	10,068 -5	-0%	-$566	0.45%	51
2025 Q3	$1.27M	Hold	10,073	–	–	0.54%	45
2025 Q2	$1.25M	Buy	10,073 +911	+10%	+$108K	0.61%	42
2025 Q1	$1.01M	Sell	9,162 -248	-3%	-$28.8K	0.59%	46
2024 Q4	$1.1M	Sell	9,410 -18	-0.2%	-$2.11K	0.67%	38
2024 Q3	$992K	Hold	9,428	–	–	0.65%	40
2024 Q2	$827K	Hold	9,428	–	–	0.58%	42
2024 Q1	$830K	Buy	9,428 +7,021	+292%	+$625K	0.66%	38
2023 Q4	$234K	Buy	+2,407	New	+$211K	0.22%	76

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

JBR Co Financial Management's BANF Position: Q2 2026 in Review

JBR Co Financial Management reduced its BancFirst (BANF) stake by 38% in Q2 2026, selling an estimated $425K and leaving 6,273 shares worth $697K. The position accounts for 0.25% of the portfolio, ranked #73.

JBR Co Financial Management first reported a position in BANF in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.27M in Q3 2025. 275 funds tracked by Wall St. Rank hold BANF as of Q2 2026.

JBR Co Financial Management held 6,273 shares of BancFirst worth $697K as of Q2 2026.
JBR Co Financial Management sold 3,795 BancFirst shares in Q2 2026, an estimated $425K.
BancFirst made up 0.25% of JBR Co Financial Management's portfolio in Q2 2026, its #73 holding.
JBR Co Financial Management first reported a position in BancFirst in Q4 2023 and has held it in 11 quarters since.
JBR Co Financial Management's BancFirst position peaked at $1.27M in Q3 2025.
275 funds tracked by Wall St. Rank held BancFirst as of Q2 2026.

Based on JBR Co Financial Management's 13F filing for Q2 2026, filed 9 Jul 2026.