Plan Group Financial’s BancFirst BANF Stock Holding History

Plan Group Financial’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 Q2	$805K	Hold	7,244	–	–	0.17%	104
2026 Q1	$786K	Hold	7,244	–	–	0.18%	104
2025 Q4	$768K	Buy	+7,244	New	+$820K	0.2%	98
2023 Q3	–	Sell	-2,500	Closed	-$230K	–	74
2023 Q2	$230K	Buy	+2,500	New	+$210K	0.19%	60

Other funds holding BANF

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

BTIM

BancFirst Trust & Investment Management Oklahoma City, Oklahoma $237M AUM 13.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Plan Group Financial's BANF Position: Q2 2026 in Review

Plan Group Financial held its BancFirst (BANF) position steady in Q2 2026 at 7,244 shares worth $805K. The position accounts for 0.17% of the portfolio, ranked #104.

Plan Group Financial first reported a position in BANF in Q2 2023 and has held it in 4 quarters since. 275 funds tracked by Wall St. Rank hold BANF as of Q2 2026.

Plan Group Financial held 7,244 shares of BancFirst worth $805K as of Q2 2026.
Plan Group Financial left its BancFirst share count unchanged in Q2 2026.
BancFirst made up 0.17% of Plan Group Financial's portfolio in Q2 2026, its #104 holding.
Plan Group Financial first reported a position in BancFirst in Q2 2023 and has held it in 4 quarters since.
275 funds tracked by Wall St. Rank held BancFirst as of Q2 2026.

Based on Plan Group Financial's 13F filing for Q2 2026, filed 3 Aug 2026.