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JP Morgan Private Wealth Advisors’s BancFirst BANF Stock Holding History

JP Morgan Private Wealth Advisors’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
2023
Q3 		$271K Sell
3,123
-66
-2% -$6.24K ﹤0.01% 1523
2023
Q2 		$293K Sell
3,189
-272
-8% -$22.9K ﹤0.01% 1249
2023
Q1 		$288K Buy
3,461
+168
+5% +$14.5K ﹤0.01% 1694
2022
Q4 		$290K Buy
3,293
+526
+19% +$49.7K ﹤0.01% 1673
2022
Q3 		$248K Buy
+2,767
New +$284K ﹤0.01% 1732

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 $34B AUM 6.31% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BTIM
BancFirst Trust & Investment Management Oklahoma City, Oklahoma $237M AUM 13.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JP Morgan Private Wealth Advisors's BANF Position: Q3 2023 in Review

JP Morgan Private Wealth Advisors reduced its BancFirst (BANF) stake by 2.1% in Q3 2023, selling an estimated $6.24K and leaving 3,123 shares worth $271K. The position accounts for ﹤0.01% of the portfolio, ranked #1523.

JP Morgan Private Wealth Advisors first reported a position in BANF in Q3 2022 and has held it in 5 quarters since. The position peaked at $293K in Q2 2023. 189 funds tracked by Wall St. Rank hold BANF as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 3,123 shares of BancFirst worth $271K as of Q3 2023.
  • JP Morgan Private Wealth Advisors sold 66 BancFirst shares in Q3 2023, an estimated $6.24K.
  • BancFirst made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1523 holding.
  • JP Morgan Private Wealth Advisors first reported a position in BancFirst in Q3 2022 and has held it in 5 quarters since.
  • JP Morgan Private Wealth Advisors's BancFirst position peaked at $293K in Q2 2023.
  • 189 funds tracked by Wall St. Rank held BancFirst as of Q3 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.