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Root Financial Partners’s BancFirst BANF Stock Holding History

Root Financial Partners’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 		– Sell
-130
Closed -$14.1K – 680
2026
Q1 		$14.1K Buy
130
+30
+30% +$3.33K ﹤0.01% 1520
2025
Q4 		$10.6K Sell
100
-13
-12% -$1.47K ﹤0.01% 1469
2025
Q3 		$14.3K Buy
+113
New +$14.6K ﹤0.01% 1282

Other funds holding BANF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
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
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Root Financial Partners's BANF Position: Q2 2026 in Review

Root Financial Partners sold out of BancFirst (BANF) in Q2 2026, closing a stake of 130 shares — an estimated $14.1K sold.

Root Financial Partners first reported a position in BANF in Q3 2025 and held it in 3 quarters. The position peaked at $14.3K in Q3 2025. 275 funds tracked by Wall St. Rank hold BANF as of Q2 2026.

  • Root Financial Partners reported no remaining BancFirst position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 130 BancFirst shares in Q2 2026, an estimated $14.1K.
  • Root Financial Partners first reported a position in BancFirst in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's BancFirst position peaked at $14.3K in Q3 2025.
  • 275 funds tracked by Wall St. Rank held BancFirst as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.