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Pinnacle Wealth Planning Services’s BancFirst BANF Stock Holding History

Pinnacle Wealth Planning Services’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 		$13K Sell
120
-371
-76% -$41.2K ﹤0.01% 1898
2025
Q4 		$52.1K Buy
+491
New +$55.6K 0.01% 1171
2021
Q1 		– Sell
-30
Closed -$2K – 500
2020
Q4 		$2K Buy
+30
New +$1.54K ﹤0.01% 1903

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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
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
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Pinnacle Wealth Planning Services's BANF Position: Q1 2026 in Review

Pinnacle Wealth Planning Services reduced its BancFirst (BANF) stake by 76% in Q1 2026, selling an estimated $41.2K and leaving 120 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #1898.

Pinnacle Wealth Planning Services first reported a position in BANF in Q4 2020 and has held it in 3 quarters since. The position peaked at $52.1K in Q4 2025. 245 funds tracked by Wall St. Rank hold BANF as of Q1 2026.

  • Pinnacle Wealth Planning Services held 120 shares of BancFirst worth $13K as of Q1 2026.
  • Pinnacle Wealth Planning Services sold 371 BancFirst shares in Q1 2026, an estimated $41.2K.
  • BancFirst made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #1898 holding.
  • Pinnacle Wealth Planning Services first reported a position in BancFirst in Q4 2020 and has held it in 3 quarters since.
  • Pinnacle Wealth Planning Services's BancFirst position peaked at $52.1K in Q4 2025.
  • 245 funds tracked by Wall St. Rank held BancFirst as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.