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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
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
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

Plan Group Financial's BANF Position: Q1 2026 in Review

Plan Group Financial held its BancFirst (BANF) position steady in Q1 2026 at 7,244 shares worth $786K. The position accounts for 0.18% of the portfolio, ranked #104.

Plan Group Financial first reported a position in BANF in Q2 2023 and has held it in 3 quarters since. 245 funds tracked by Wall St. Rank hold BANF as of Q1 2026.

  • Plan Group Financial held 7,244 shares of BancFirst worth $786K as of Q1 2026.
  • Plan Group Financial left its BancFirst share count unchanged in Q1 2026.
  • BancFirst made up 0.18% of Plan Group Financial's portfolio in Q1 2026, its #104 holding.
  • Plan Group Financial first reported a position in BancFirst in Q2 2023 and has held it in 3 quarters since.
  • 245 funds tracked by Wall St. Rank held BancFirst as of Q1 2026.

Based on Plan Group Financial's 13F filing for Q1 2026, filed 13 Apr 2026.