Root Financial Partners
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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
Q3 		$15.7K Buy
+149
New +$16.8K ﹤0.01% 1687
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

Atria Investments
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Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
LFGO
Legacy Financial Group (Oklahoma) Tulsa, Oklahoma $444M AUM 14.45% 1-Year Est. Return
JCFM
JBR Co Financial Management Ardmore, Oklahoma $261M AUM 21.54% 1-Year Est. Return
Inspire Investing
Inspire Investing Meridian, Idaho $2.37B AUM 29.82% 1-Year Est. Return
Mitchell & Pahl Private Wealth
Mitchell & Pahl Private Wealth Oklahoma City, Oklahoma $277M AUM 23.93% 1-Year Est. Return
Amalgamated Bank
Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return
Impact Capital Partners
Impact Capital Partners Greenwood Village, Colorado $365M AUM 22.31% 1-Year Est. Return
Yousif Capital Management
Yousif Capital Management Bloomfield Hills, Michigan $8.87B AUM 34.1% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Root Financial Partners's BANF Position: Q3 2026 in Review

Root Financial Partners opened a new position in BancFirst (BANF) in Q3 2026: 149 shares worth $15.7K. The stake represents ﹤0.01% of the portfolio and ranks #1687 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in BANF as recently as Q1 2026.

Root Financial Partners first reported a position in BANF in Q3 2025 and has held it in 4 quarters since. 45 funds tracked by Wall St. Rank hold BANF as of Q3 2026.

  • Root Financial Partners held 149 shares of BancFirst worth $15.7K as of Q3 2026.
  • BancFirst was a new Root Financial Partners position in Q3 2026.
  • BancFirst made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1687 holding.
  • Root Financial Partners first reported a position in BancFirst in Q3 2025 and has held it in 4 quarters since.
  • 45 funds tracked by Wall St. Rank held BancFirst as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.