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True Wealth Design’s BancFirst BANF Stock Holding History

True Wealth Design’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
-5
Closed -$543 – 2676
2026
Q1 		$543 Sell
5
-3
-38% -$333 ﹤0.01% 2022
2025
Q4 		$849 Sell
8
-3
-27% -$339 ﹤0.01% 1771
2025
Q3 		$1.39K Hold
11
– – ﹤0.01% 1627
2025
Q2 		$1.36K Hold
11
– – ﹤0.01% 1339
2025
Q1 		$1.21K Buy
+11
New +$1.28K ﹤0.01% 1197

Other funds holding BANF

YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
JCFM
JBR Co Financial Management Ardmore, Oklahoma $274M AUM 32.15% 1-Year Est. Return
MPPW
Mitchell & Pahl Private Wealth Oklahoma City, Oklahoma $272M AUM 29.72% 1-Year Est. Return
ICP
Impact Capital Partners Greenwood Village, Colorado $367M AUM 28.36% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
RIA
Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return

True Wealth Design's BANF Position: Q2 2026 in Review

True Wealth Design sold out of BancFirst (BANF) in Q2 2026, closing a stake of 5 shares — an estimated $543 sold.

True Wealth Design first reported a position in BANF in Q1 2025 and held it in 5 quarters. The position peaked at $1.39K in Q3 2025. 24 funds tracked by Wall St. Rank hold BANF as of Q2 2026.

  • True Wealth Design reported no remaining BancFirst position as of Q2 2026 after selling out during the quarter.
  • True Wealth Design sold 5 BancFirst shares in Q2 2026, an estimated $543.
  • True Wealth Design first reported a position in BancFirst in Q1 2025 and held it in 5 quarters.
  • True Wealth Design's BancFirst position peaked at $1.39K in Q3 2025.
  • 24 funds tracked by Wall St. Rank held BancFirst as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.