Bancfirst Trust & Investment Management
BancFirst Trust & Investment Management is a trust and investment management firm headquartered in Oklahoma City, Oklahoma. It operates as a division of BancFirst, a regional bank holding company. The firm provides investment management, fiduciary, and trust services to individual and institutional clients primarily in Oklahoma. Its regulatory filings date back to 2021, and it acts as an institutional manager for 13F filings. BancFirst Trust & Investment Management typically serves high net worth individuals, families, endowments, foundations, and corporate clients seeking portfolio management and trust administration. Specific employee count cannot be confirmed but is likely integrated within BancFirst Corporation's overall workforce.
Investment Strategy
BancFirst Trust & Investment Management adopts a diversified investment approach, managing portfolios with a mix of equities, fixed income, and ETF holdings. Its portfolios are concentrated in large-cap stocks (such as Exxon Mobil and BancFirst Corporation), broad market ETFs, and select fixed income securities. The firm periodically rebalances positions, adds new holdings, and reduces exposure in others as part of its active portfolio management. It strives for balanced growth, income generation, and risk management aligned to client needs, frequently holding diversified ETF positions alongside direct equity investments to capture market returns while managing downside risk.
Top Holdings
Equity Positions (40)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
B BANF | BANCFIRST CORP | 43.06% | $113.2M | 886,571 | $84.43 | $126.45 | +$3.3M |
X XOM | EXXON MOBIL CORP | 14.30% | $37.6M | 329,251 | $107.81 | $112.75 | +$1.7M |
W WMT | WALMART INC | 12.80% | $33.7M | 326,622 | $102.28 | $103.06 | +$33.2M |
V VBR | VANGUARD INDEX FDS | 5.21% | $13.7M | 65,865 | $174.85 | $208.71 | +$1.4M |
B BND | VANGUARD BD INDEX FDS | 4.49% | $11.8M | 158,620 | $69.78 | $74.37 | +$168.1K |