StockDriftsStockDriftsTop 50 BancFirst Trust & Investment Management Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BANF | BANCFIRST CORP | 42.44% | 896.0K | $100.6M | +2.75%(+23.98K) | $79.95(+40.36%) | 2026-06-30 | |
| XOM | EXXON MOBIL CORP | 18.92% | 329.6K | $44.8M | +0.13%(+433) | $76.81(+107.99%) | 2026-06-30 | |
| VBR | VANGUARD INDEX FDS | 6.43% | 62.8K | $15.2M | -4.65%(-3.06K) | $172.65(+44.89%) | 2026-06-30 | |
| BND | VANGUARD BD INDEX FDS | 4.93% | 158.6K | $11.7M | +0.00%(+0) | $71.24(+1.48%) | 2026-06-30 | |
| VOO | VANGUARD INDEX FDS | 4.55% | 15.9K | $10.8M | -11.23%(-2.00K) | $401.87(+76.93%) | 2026-06-30 | |
| BSV | VANGUARD BD INDEX FDS | 2.69% | 81.8K | $6.4M | +12.79%(+9.27K) | $78.43(-1.17%) | 2026-06-30 | |
| LEVI | LEVI STRAUSS & CO NEW | 1.71% | 165.1K | $4.0M | +0.00%(+0) | $24.73(-5.06%) | 2026-06-30 | |
| VEA | VANGUARD TAX-MANAGED FDS | 1.65% | 55.1K | $3.9M | +6.29%(+3.26K) | $47.56(+53.45%) | 2026-06-30 | |
| VTI | VANGUARD INDEX FDS | 1.43% | 9.2K | $3.4M | -10.75%(-1.11K) | $267.74(+42.69%) | 2026-06-30 | |
| BIV | VANGUARD BD INDEX FDS | 1.24% | 38.3K | $2.9M | +12.21%(+4.16K) | $82.61(-8.57%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (18 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +10.93% | +36.50% | — | — | +67.77% |
| Top 20 Holdings Unweighted | +8.99% | +29.46% | — | — | +21.71% |
BancFirst Trust & Investment Management reports $237.01M in US-listed equity holdings across 65 positions in its most recent 13F filing. Its largest disclosed positions are BANF (42.4%), XOM (18.9%) and VBR (6.4%). The top 20 holdings account for 92.41% of reported assets. Its disclosed equity book has returned +36.50% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from BancFirst Trust & Investment Management’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1914099). View BancFirst Trust & Investment Management’s 13F filings on SEC