Arvest Bank Trust Division
Arvest Bank Trust Division is the trust and wealth management division of Arvest Bank, headquartered in Dewey, Oklahoma. It provides trust, estate, and asset management services as part of Arvest Bank’s broader wealth management offering. The firm is registered with the SEC (CIK: 0001625959) and manages over $1.7 billion in assets. As a division of Arvest Bank, which was founded in 1961, it serves individuals, families, and institutions across the Arvest regional footprint, mainly in the Midwest and South Central United States. The parent company employs thousands, while the employee count for the trust division is not separately disclosed.
Investment Strategy
Arvest Bank Trust Division offers a diversified investment approach centered around trust, estate, and wealth management services. Its portfolio holds a mix of exchange-traded funds, equities, and fixed income, with significant allocations to broad-market ETFs and blue-chip stocks. The division emphasizes prudent, client-focused investing designed to preserve and grow wealth over the long term, balancing growth and income based on client objectives. Professional trust officers and portfolio managers provide personalized service tailored to the unique needs of each client.
Top Holdings
Equity Positions (159)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MDY | SPDR S&P MIDCAP 400 ETF TR | 7.66% | $131.4M | 231,924 | $569.65 | $566.48 | +$8.1M |
E EFA | ISHARES TR | 7.24% | $124.1M | 1,387,916 | $83.63 | $89.39 | +$8.7M |
I IVV | ISHARES TR | 5.82% | $99.8M | 160,788 | $576.82 | $620.90 | +$8.2M |
I IWM | ISHARES TR | 3.78% | $64.8M | 300,518 | $220.79 | $215.79 | +$6.0M |
V VEA | VANGUARD TAX-MANAGED FDS | 3.78% | $64.8M | 1,137,410 | $52.66 | $57.01 | +$6.5M |