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Physician Wealth Advisors’s BancFirst BANF Stock Holding History

Physician 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
2025
Q4 		– Sell
-5
Closed -$633 – 2046
2025
Q3 		$633 Hold
5
– – ﹤0.01% 1756
2025
Q2 		$619 Buy
+5
New +$595 ﹤0.01% 1653

Other funds holding BANF

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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 $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Physician Wealth Advisors's BANF Position: Q4 2025 in Review

Physician Wealth Advisors sold out of BancFirst (BANF) in Q4 2025, closing a stake of 5 shares — an estimated $633 sold.

Physician Wealth Advisors first reported a position in BANF in Q2 2025 and held it in 2 quarters. The position peaked at $633 in Q3 2025. 257 funds tracked by Wall St. Rank hold BANF as of Q4 2025.

  • Physician Wealth Advisors reported no remaining BancFirst position as of Q4 2025 after selling out during the quarter.
  • Physician Wealth Advisors sold 5 BancFirst shares in Q4 2025, an estimated $633.
  • Physician Wealth Advisors first reported a position in BancFirst in Q2 2025 and held it in 2 quarters.
  • Physician Wealth Advisors's BancFirst position peaked at $633 in Q3 2025.
  • 257 funds tracked by Wall St. Rank held BancFirst as of Q4 2025.

Based on Physician Wealth Advisors's 13F filing for Q4 2025, filed 29 Jan 2026.