NewEdge Wealth’s BancFirst BANF Stock Holding History

NewEdge Wealth’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	$1.81M	Sell	16,708 -1,878	-10%	-$209K	0.02%	458
2025 Q4	$1.97M	Sell	18,586 -1,046	-5%	-$118K	0.02%	450
2025 Q3	$2.17M	Buy	19,632 +4,812	+32%	+$622K	0.03%	379
2025 Q2	$1.78M	Sell	14,820 -1,042	-7%	-$124K	0.03%	407
2025 Q1	$1.74M	Sell	15,862 -681	-4%	-$79K	0.03%	377
2024 Q4	$1.94M	Sell	16,543 -3,327	-17%	-$390K	0.03%	364
2024 Q3	$2.09M	Buy	19,870 +3,293	+20%	+$334K	0.04%	336
2024 Q2	$1.45M	Sell	16,577 -11	-0.1%	-$956	0.03%	363
2024 Q1	$1.52M	Buy	16,588 +1,582	+11%	+$141K	0.03%	363
2023 Q4	$1.46M	Sell	15,006 -1,949	-11%	-$171K	0.04%	341
2023 Q3	$1.47M	Sell	16,955 -128	-0.7%	-$12.1K	0.05%	305
2023 Q2	$1.57M	Sell	17,083 -74	-0.4%	-$6.22K	0.05%	292
2023 Q1	$1.43M	Buy	17,157 +3,070	+22%	+$265K	0.05%	274
2022 Q4	$1.24M	Sell	14,087 -9,958	-41%	-$941K	0.05%	268
2022 Q3	$2.15M	Buy	24,045 +2,168	+10%	+$222K	0.1%	180
2022 Q2	$2.09M	Buy	+21,877	New	+$1.91M	0.1%	185

Other funds holding BANF

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

NewEdge Wealth's BANF Position: Q1 2026 in Review

NewEdge Wealth reduced its BancFirst (BANF) stake by 10% in Q1 2026, selling an estimated $209K and leaving 16,708 shares worth $1.81M. The position accounts for 0.02% of the portfolio, ranked #458.

NewEdge Wealth first reported a position in BANF in Q2 2022 and has held it in 16 quarters since. The position peaked at $2.17M in Q3 2025. 245 funds tracked by Wall St. Rank hold BANF as of Q1 2026.

NewEdge Wealth held 16,708 shares of BancFirst worth $1.81M as of Q1 2026.
NewEdge Wealth sold 1,878 BancFirst shares in Q1 2026, an estimated $209K.
BancFirst made up 0.02% of NewEdge Wealth's portfolio in Q1 2026, its #458 holding.
NewEdge Wealth first reported a position in BancFirst in Q2 2022 and has held it in 16 quarters since.
NewEdge Wealth's BancFirst position peaked at $2.17M in Q3 2025.
245 funds tracked by Wall St. Rank held BancFirst as of Q1 2026.

Based on NewEdge Wealth's 13F filing for Q1 2026, filed 13 May 2026.