Jeff Yass’s BancFirst BANF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $693K | Sell |
6,235
-10,285
| -62% | -$1.15M | ﹤0.01% | 9125 |
|
|
2026
Q1 | $1.79M | Buy |
16,520
+4,476
| +37% | +$497K | ﹤0.01% | 6423 |
|
|
2025
Q4 | $1.28M | Buy |
12,044
+1,301
| +12% | +$147K | ﹤0.01% | 6617 |
|
|
2025
Q3 | $1.36M | Sell |
10,743
-23,310
| -68% | -$3.01M | ﹤0.01% | 6623 |
|
|
2025
Q2 | $4.21M | Sell |
34,053
-112
| -0.3% | -$13.3K | ﹤0.01% | 4303 |
|
|
2025
Q1 | $3.75M | Buy |
34,165
+24,254
| +245% | +$2.81M | ﹤0.01% | 4206 |
|
|
2024
Q4 | $1.16M | Buy |
9,911
+5,523
| +126% | +$648K | ﹤0.01% | 6589 |
|
|
2024
Q3 | $462K | Sell |
4,388
-5,335
| -55% | -$542K | ﹤0.01% | 8649 |
|
|
2024
Q2 | $853K | Buy |
9,723
+3,818
| +65% | +$332K | ﹤0.01% | 6961 |
|
|
2024
Q1 | $520K | Sell |
5,905
-6,623
| -53% | -$590K | ﹤0.01% | 8408 |
|
|
2023
Q4 | $1.22M | Sell |
12,528
-16,353
| -57% | -$1.43M | ﹤0.01% | 6499 |
|
|
2023
Q3 | $2.5M | Buy |
28,881
+6,326
| +28% | +$598K | ﹤0.01% | 4700 |
|
|
2023
Q2 | $2.08M | Sell |
22,555
-17,935
| -44% | -$1.51M | ﹤0.01% | 5082 |
|
|
2023
Q1 | $3.36M | Buy |
40,490
+26,036
| +180% | +$2.24M | ﹤0.01% | 4093 |
|
|
2022
Q4 | $1.27M | Buy |
14,454
+4,088
| +39% | +$386K | ﹤0.01% | 5650 |
|
|
2022
Q3 | $927K | Sell |
10,366
-15,555
| -60% | -$1.59M | ﹤0.01% | 6821 |
|
|
2022
Q2 | $2.48M | Buy |
+25,921
| New | +$2.26M | ﹤0.01% | 4448 |
|
|
2021
Q3 | – | Sell |
-14,501
| Closed | -$829K | – | 12722 |
|
|
2021
Q2 | $905K | Sell |
14,501
-27,721
| -66% | -$1.91M | ﹤0.01% | 8039 |
|
|
2021
Q1 | $2.98M | Buy |
42,222
+36,132
| +593% | +$2.39M | ﹤0.01% | 4974 |
|
|
2020
Q4 | $357K | Buy |
+6,090
| New | +$313K | ﹤0.01% | 8932 |
|
|
2020
Q3 | – | Sell |
-26,170
| Closed | -$1.06M | – | 10527 |
|
|
2020
Q2 | $1.06M | Buy |
+26,170
| New | +$960K | ﹤0.01% | 5784 |
|
|
2019
Q4 | – | Sell |
-8,519
| Closed | -$472K | – | 9696 |
|
|
2019
Q3 | $472K | Sell |
8,519
-1,017
| -11% | -$56.5K | ﹤0.01% | 7424 |
|
|
2019
Q2 | $531K | Buy |
+9,536
| New | +$529K | ﹤0.01% | 7133 |
|
|
2019
Q1 | – | Sell |
-6,019
| Closed | -$300K | – | 8806 |
|
|
2018
Q4 | $300K | Buy |
+6,019
| New | +$335K | ﹤0.01% | 6997 |
|
|
2017
Q3 | – | Sell |
-46,846
| Closed | -$2.26M | – | 8795 |
|
|
2017
Q2 | $2.26M | Buy |
46,846
+25,938
| +124% | +$1.23M | ﹤0.01% | 3701 |
|
|
2017
Q1 | $940K | Sell |
20,908
-1,728
| -8% | -$80.8K | ﹤0.01% | 5249 |
|
|
2016
Q4 | $1.05M | Buy |
+22,636
| New | +$910K | ﹤0.01% | 5426 |
|
Other funds holding BANF
BTIM
Jeff Yass's BANF Position: Q2 2026 in Review
Jeff Yass reduced its BancFirst (BANF) stake by 62% in Q2 2026, selling an estimated $1.15M and leaving 6,235 shares worth $693K. The position accounts for ﹤0.01% of the portfolio, ranked #9125.
Jeff Yass first reported a position in BANF in Q4 2016 and has held it in 27 quarters since. The position peaked at $4.21M in Q2 2025. 273 funds tracked by Wall St. Rank hold BANF as of Q2 2026.
- Jeff Yass held 6,235 shares of BancFirst worth $693K as of Q2 2026.
- Jeff Yass sold 10,285 BancFirst shares in Q2 2026, an estimated $1.15M.
- BancFirst made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #9125 holding.
- Jeff Yass first reported a position in BancFirst in Q4 2016 and has held it in 27 quarters since.
- Jeff Yass's BancFirst position peaked at $4.21M in Q2 2025.
- 273 funds tracked by Wall St. Rank held BancFirst as of Q2 2026.
Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.