Bancfirst Corp: which funds bought and sold

Institutions that bought and sold Bancfirst shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 141 institutions that filed 13F reports for both quarters added to or opened positions in Bancfirst, and 99 cut or closed them. Together they added a net 167K shares, +1.0% on what they held at the start of the quarter. Active managers and hedge funds on our list were net sellers of 218K shares (−5.9%); index fund managers were net buyers of 104K shares (+1.3%). 42 opened a new position and 16 sold out entirely.

Bought, Q2 2026 141 institutions, 42 of them new holders Sold, Q2 2026 99 institutions, 16 of them sold out

Net change, all compared +167K shares (+1.0%)

Net change, active managers −218K shares (−5.9%), 21 bought, 14 sold

Buyers versus sellers

institutions compared, 283

141 bought 43 99 sold

Active managers and hedge funds 21 bought · 14 sold · −218K

Index fund managers 6 bought · 6 sold · +104K

Other institutions 114 bought · 79 sold · +281K

Biggest buyers

by change in shares held

Biggest buyers
Institution	Change in shares	Shares June 30, 2026	Value
State Street Corp Index funds	+137K +10.3%	1.5M	$163M
Blackrock, Inc. Index funds	+112K +3.6%	3.2M	$356M
Massachusetts Financial Services Co Active manager	+57K +27.8%	263K	$29.2M
Dimensional Fund Advisors LP	+48K +5.5%	917K	$102M
Geode Capital Management, LLC Index funds	+44K +8.3%	577K	$64.2M
Y-Intercept (Hong Kong) Ltd	+33K New position	33K	$3.7M
Morgan Stanley	+30K +14.2%	241K	$26.8M
Xtx Topco Ltd	+30K New position	30K	$3.3M
Citadel Advisors LLC Hedge fund	+25K +55.9%	70K	$7.8M
Dark Forest Capital Management LP	+25K New position	25K	$2.8M
Bancfirst Trust & Investment Management	+24K +2.8%	896K	$101M
Charles Schwab Investment Management Inc Index funds	+24K +11.6%	228K	$25.4M
Edgestream Partners, L.P. Hedge fund	+20K +63.5%	53K	$5.8M
Numerai Gp LLC	+19K +58.0%	51K	$5.7M
Sei Investments Co	+18K +39.7%	62K	$6.9M
Northern Trust Corp Index funds	+16K +6.3%	261K	$29M
Triton Financial Group Inc	+15K New position	15K	$1.7M
Quantinno Capital Management LP	+14K +58.1%	37K	$4.1M
Schonfeld Strategic Advisors LLC Hedge fund	+13K +151.2%	22K	$2.5M
Exoduspoint Capital Management, LP Hedge fund	+13K +48.6%	38K	$4.3M

Biggest buyers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Massachusetts Financial Services Co Active manager	+57K +27.8%	263K	$29.2M
Citadel Advisors LLC Hedge fund	+25K +55.9%	70K	$7.8M
Edgestream Partners, L.P. Hedge fund	+20K +63.5%	53K	$5.8M
Schonfeld Strategic Advisors LLC Hedge fund	+13K +151.2%	22K	$2.5M
Exoduspoint Capital Management, LP Hedge fund	+13K +48.6%	38K	$4.3M
Magnetar Financial LLC Hedge fund	+11K New position	11K	$1.2M
Two Sigma Investments, LP Hedge fund	+10K +182.8%	16K	$1.8M
AQR Capital Management LLC Hedge fund	+9,190 +66.8%	23K	$2.5M
Quantbot Technologies LP Hedge fund	+8,866 New position	8,866	$985,279
Point72 Asset Management, L.P. Hedge fund	+8,665 +54.2%	25K	$2.7M

Biggest sellers

by change in shares held

Biggest sellers
Institution	Change in shares	Shares June 30, 2026	Value
Kayne Anderson Rudnick Investment Management LLC Active manager	−200K −7.7%	2.4M	$266M
American Century Companies Inc Active manager	−166K −76.7%	50K	$5.6M
Vanguard Capital Management LLC Index funds	−111K −10.3%	973K	$108M
Vanguard Portfolio Management LLC Index funds	−106K −6.9%	1.4M	$160M
FMR LLC Active manager	−36K −75.4%	12K	$1.3M
Voloridge Investment Management, LLC Hedge fund	−18K −53.0%	16K	$1.7M
Goldman Sachs Group Inc	−15K −13.3%	98K	$10.9M
Raymond James Financial Inc	−11K −8.3%	122K	$13.6M
Susquehanna International Group, LLP	−10K −62.3%	6,235	$692,896
Vanguard Fiduciary Trust Co Index funds	−6,794 −4.6%	140K	$15.5M
Bank Of America Corp	−6,072 −5.8%	99K	$11M
Susquehanna Portfolio Strategies, LLC	−5,349 Sold out	0	—
Stifel Financial Corp	−5,119 −23.2%	17K	$1.9M
SG Americas Securities, LLC	−4,994 −33.9%	9,721	$1.1M
Gsa Capital Partners LLP	−4,607 Sold out	0	—
Lazard Asset Management LLC Active manager	−4,462 −38.3%	7,181	$798,025
UBS Am, A Distinct Business Unit Of UBS Asset Management Americas LLC	−4,266 −10.4%	37K	$4.1M
Barclays PLC	−4,231 −39.8%	6,396	$710,788
Invesco Ltd.	−4,165 −5.1%	77K	$8.6M
Rhumbline Advisers Index funds	−4,045 −6.7%	56K	$6.2M

Biggest sellers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Kayne Anderson Rudnick Investment Management LLC Active manager	−200K −7.7%	2.4M	$266M
American Century Companies Inc Active manager	−166K −76.7%	50K	$5.6M
FMR LLC Active manager	−36K −75.4%	12K	$1.3M
Voloridge Investment Management, LLC Hedge fund	−18K −53.0%	16K	$1.7M
Lazard Asset Management LLC Active manager	−4,462 −38.3%	7,181	$798,025
Freestone Grove Partners LP Hedge fund	−2,967 −38.5%	4,745	$527,312
Verition Fund Management LLC Hedge fund	−2,903 Sold out	0	—
Squarepoint Ops LLC Hedge fund	−1,753 −19.6%	7,184	$798,358
Millennium Management LLC Hedge fund	−1,326 −1.6%	80K	$8.9M
Champlain Investment Partners, LLC Active manager	−1,028 −0.5%	222K	$24.7M

New positions

largest by value

Institution	Shares	Value June 30, 2026
Y-Intercept (Hong Kong) Ltd	33K	$3.7M
Xtx Topco Ltd	30K	$3.3M
Dark Forest Capital Management LP	25K	$2.8M
Triton Financial Group Inc	15K	$1.7M
Magnetar Financial LLCHedge fund	11K	$1.2M
Quantbot Technologies LPHedge fund	8,866	$985,279
D. E. Shaw & Co., Inc.Hedge fund	7,901	$878,038
Renaissance Technologies LLCHedge fund	6,688	$743,237
Aquatic Capital Management LLC	6,564	$729,457
Onedigital Investment Advisors LLC	6,307	$700,897

Sold out

largest by value

Institution	Shares	Value March 31, 2026
Susquehanna Portfolio Strategies, LLC	5,349	$580,367
Gsa Capital Partners LLP	4,607	$500,000
Jefferies Financial Group Inc.	3,099	$336,242
Verition Fund Management LLCHedge fund	2,903	$314,976
Ghp Investment Advisors, Inc.	374	$40,579
Ifp Advisors, Inc	321	$34,828
Advisory Services Network, LLC	275	$29,838
Root Financial Partners, LLC	130	$14,105
Atlantic Union Bankshares Corp	79	$8,572
Twin Peaks Wealth Advisors, LLC	42	$4,557

Who holds the shares

13F holdings at June 30, 2026

Institutions reporting: 271
Ten largest holders: 72.4%
Index fund managers: 48.8%
Active managers and hedge funds: 20.3%

Buying and selling by type of institution, March 31, 2026 to June 30, 2026
Type	Bought	Sold	New	Sold out	Net change in shares	Net %
Active managers and hedge funds	21	14	9	1	−218K	−5.9%
Index fund managers	6	6	1	0	+104K	+1.3%
Other institutions	114	79	32	15	+281K	+5.9%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

What these filings can and cannot tell you

Form 13F lists the long positions in US-listed shares held by investment managers with more than $100 million in such holdings. Managers file it up to 45 days after each quarter ends, so this page shows what funds held at the end of each quarter, not what they are doing now: a position may have changed since. Short positions, most derivatives and smaller managers are not included, and a cut can mean a fund lost clients or rebalanced rather than a view on Bancfirst.

Only managers that filed a holdings report for both quarters are compared (283 here). 7 other holders are left out: first-time or late filers, firms that changed their SEC registration, and filings that withheld positions under confidential treatment, any of which would otherwise look like a new position or a sale. Figures are as reported by each manager in the SEC's quarterly 13F data sets; option positions are excluded.

← Back to Bancfirst Corp · Insiders · Politicians