Banc First Trust & Investment Management has filed its 13F form on July 01, 2025 for Q2 2025 where it was disclosed a total value porftolio of $213 Million distributed in 55 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Bancfirst Corp with a value of $109M, Exxon Mobil Corp with a value of $35.4M, Vanguard Small Cap Value ETF with a value of $12.3M, Vanguard Bd Index Fd Inc Total with a value of $11.6M, and Vanguard Index Fds S&P 500 ETF with a value of $10.7M.

Examining the 13F form we can see an increase of $54.6M in the current position value, from $158M to 213M.

Banc First Trust & Investment Management is based out at Oklahoma City, OK

Below you can find more details about Banc First Trust & Investment Management portfolio as well as his latest detailed transactions.

Portfolio value $213 Million
Financial Services: $109 Million
ETFs: $54.3 Million
Energy: $39.3 Million
Consumer Cyclical: $3.78 Million
Industrials: $1.75 Million
Utilities: $1.63 Million
Technology: $1.58 Million
Consumer Defensive: $697,000
Other: $533,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 55
  • Current Value $213 Million
  • Prior Value $158 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 01, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 6 stocks
  • Additional Purchases 6 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 14 stocks
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