KWM
BANF icon

Kolinsky Wealth Management’s BancFirst BANF Stock Holding History

Kolinsky Wealth 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
2024
Q4 		$234K Hold
1,997
– – 0.14% 147
2024
Q3 		$210K Buy
+1,997
New +$203K 0.14% 157
2022
Q4 		– Sell
-2,795
Closed -$250K – 129
2022
Q3 		$250K Buy
2,795
+13
+0.5% +$1.33K 0.31% 85
2022
Q2 		$266K Buy
+2,782
New +$243K 0.31% 83

Other funds holding BANF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
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
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
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Kolinsky Wealth Management's BANF Position: Q4 2024 in Review

Kolinsky Wealth Management held its BancFirst (BANF) position steady in Q4 2024 at 1,997 shares worth $234K. The position accounts for 0.14% of the portfolio, ranked #147.

Kolinsky Wealth Management first reported a position in BANF in Q2 2022 and has held it in 4 quarters since. The position peaked at $266K in Q2 2022. 246 funds tracked by Wall St. Rank hold BANF as of Q4 2024.

  • Kolinsky Wealth Management held 1,997 shares of BancFirst worth $234K as of Q4 2024.
  • Kolinsky Wealth Management left its BancFirst share count unchanged in Q4 2024.
  • BancFirst made up 0.14% of Kolinsky Wealth Management's portfolio in Q4 2024, its #147 holding.
  • Kolinsky Wealth Management first reported a position in BancFirst in Q2 2022 and has held it in 4 quarters since.
  • Kolinsky Wealth Management's BancFirst position peaked at $266K in Q2 2022.
  • 246 funds tracked by Wall St. Rank held BancFirst as of Q4 2024.

Based on Kolinsky Wealth Management's 13F filing for Q4 2024, filed 18 Feb 2025.