BANFNasdaqNational Commercial BanksFiscal year ends December 31Also trades as BANFP
BANCFIRST CORP /OK/
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 7, 2026
$108.01−1.02 (-0.94%)
Close on Oct 19, 2026
- Market cap
- $3.68B
- P/E (TTM)
- 14.6
- Dividend yield
- 1.76%
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
17M
Shares held, 13F filers
Institutional holders
274
48 new, 16 sold out
Net institutional buying
0M
In Q2 2026
Insider trades, 12 months
0 buys · 16 sales
Net sold $26.45M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| BlackRock, Inc. | 3,170,197 | 9.60% | 13G (passive) amendment | Dec 31, 2024 |
| Kayne Anderson Rudnick Investment Management, LLC | 2,537,991 | 7.60% | 13G (passive) amendment | Jun 30, 2025 |
| S) Investors Trust Company | 2,055,973 | 6.20% | 13G (passive) amendment | Dec 31, 2023 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of BANF | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 3,203,944 | – | $356.05M | +112,335 | 0.01% |
| Kayne Anderson Rudnick Investment Management LLC | 2,390,554 | – | $265.66M | −199,535 | 0.83% |
| State Street Corp | 1,462,013 | – | $163.18M | +136,522 | 0.00% |
| Vanguard Portfolio Management LLC | 1,437,508 | – | $159.75M | −105,941 | 0.01% |
| Vanguard Capital Management LLC | 973,155 | – | $108.15M | −111,285 | 0.00% |
| Dimensional Fund Advisors LP | 917,104 | – | $101.92M | +47,559 | 0.02% |
| BancFirst Trust & Investment Management | 895,974 | – | $100.59M | +23,984 | 42.44% |
| Geode Capital Management, LLC | 577,235 | – | $64.16M | +44,101 | 0.00% |
| Fuller & Thaler Asset Management, Inc. | 281,297 | – | $31.26M | +11,359 | 0.09% |
| Wells Fargo & Company/Mn | 267,137 | – | $29.69M | −1,640 | 0.00% |
| Massachusetts Financial Services Co /Ma/ | 262,582 | – | $29.18M | +57,102 | 0.01% |
| Northern Trust Corp | 261,182 | – | $29.03M | +15,528 | 0.00% |
| Norges Bank | 254,828 | – | $28.32M | New | 0.00% |
| Morgan Stanley | 241,466 | – | $26.83M | +30,019 | 0.00% |
| Charles Schwab Investment Management Inc | 228,190 | – | $25.36M | +23,793 | 0.00% |
| Champlain Investment Partners, LLC | 222,347 | – | $24.71M | −1,028 | 0.63% |
| Bank of New York Mellon Corp | 161,253 | – | $17.92M | +5,364 | 0.00% |
| Vanguard Fiduciary Trust Co | 139,791 | – | $15.53M | −6,794 | 0.00% |
| Raymond James Financial Inc | 122,043 | – | $13.56M | −11,008 | 0.00% |
| Principal Financial Group Inc | 100,745 | – | $11.20M | −882 | 0.01% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|
| Q2 2026 | 274 | 17M | 48 / 99 | 83 / 16 | 1M | 1M |
| Q1 2026 | 245 | 17M | 29 / 83 | 90 / 38 | 3M | 1M |
| Q4 2025 | 258 | 17M | 34 / 77 | 101 / 38 | 1M | 1M |
| Q3 2025 | 265 | 17M | 29 / 108 | 82 / 18 | 1M | 1M |
| Q2 2025 | 258 | 17M | 36 / 90 | 87 / 17 | 1M | 1M |
| Q1 2025 | 240 | 16M | 29 / 79 | 83 / 30 | 1M | 1M |
| Q4 2024 | 246 | 16M | 42 / 89 | 65 / 14 | 1M | 1M |
| Q3 2024 | 223 | 17M | 32 / 91 | 53 / 24 | 5M | 0M |
| Q2 2024 | 219 | 15M | 43 / 66 | 67 / 20 | 1M | 1M |
| Q1 2024 | 198 | 15M | 30 / 55 | 77 / 14 | 1M | 0M |
| Q4 2023 | 183 | 15M | 25 / 66 | 56 / 28 | 1M | 0M |
| Q3 2023 | 189 | 15M | 32 / 54 | 66 / 12 | 1M | 1M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of BANF | Value | % of fund | As of |
|---|---|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 1,254,025 | – | $139.36M | 0.13% | Jun 30, 2026 |
| Vanguard Total Stock Market Index Fund | 697,168 | – | $77.48M | 0.00% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 557,092 | – | $61.91M | 0.07% | Jun 30, 2026 |
| Vanguard Small-Cap Index Fund | 500,366 | – | $55.61M | 0.03% | Jun 30, 2026 |
| Virtus KAR Small-Cap Core Fund | 432,309 | – | $48.04M | 2.62% | Jun 30, 2026 |
| Vanguard Small-Cap Value Index Fund | 317,157 | – | $35.25M | 0.05% | Jun 30, 2026 |
| Fullerthaler Behavioral Small Cap Equity | 269,477 | – | $29.95M | 0.24% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 239,267 | – | $26.59M | 0.03% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund | 236,951 | – | $26.73M | 0.08% | Jul 31, 2026 |
| State Street(R) SPDR(R) S&P(R) Dividend ETF | 203,254 | – | $22.59M | 0.11% | Jun 30, 2026 |
| State Street(R) SPDR(R) S&P(R) Regional Banking ETF | 202,108 | – | $22.46M | 0.47% | Jun 30, 2026 |
| iShares Russell 2000 Value ETF | 193,368 | – | $21.49M | 0.15% | Jun 30, 2026 |
| State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF | 191,544 | – | $21.29M | 0.13% | Jun 30, 2026 |
| U.S. Micro Cap Portfolio | 186,286 | – | $21.02M | 0.27% | Jul 31, 2026 |
| U.S. Small Cap Portfolio | 148,327 | – | $16.73M | 0.08% | Jul 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | Latest filing |
|---|---|---|---|
| David R. Harlow | Cheif Executive Officer, Director | 17,187 | Apr 3, 2026 |
| Darryl Schmidt | Executive Vice President, Director | 56,815 | Apr 3, 2026 |
| Joe Goyne | Director | 6,243 | Apr 2, 2025 |
| Jason A. Carroll | Chief Risk Officer | 342 | Apr 20, 2026 |
| Hannah Andrus | Executive Vice President | 934 | Apr 20, 2026 |
| Kelly Foster | Senior Vice President | 7,610 | Apr 3, 2026 |
| Scott Copeland | Executive Vice President | 14,072 | Apr 3, 2026 |
| Dara Wanzer | Executive Vice President | 870 | Apr 3, 2026 |
| John K. Slay JR | Chief Credit Officer | 6,580 | Apr 3, 2026 |
| Dennis Jay Hannah | Executive Vice President | 1,758 | Apr 3, 2026 |
| Kimberly Kay Ingram | Director | 500 | Aug 31, 2026 |
| David E. Rainbolt | Director, 10% owner | 4,050,777 | Aug 13, 2026 |
| Thomas Howard McCasland III | – | 104,970 | Feb 26, 2026 |
| William Scott Martin | – | 211,999 | Dec 19, 2025 |
| F. Ford Drummond | – | 5,000 | Aug 14, 2025 |
| Leslie Jeannine Rainbolt | Director, 10% owner | 4,910,000 | Oct 29, 2024 |
| Dennis L. Brand | – | 39,697 | Apr 3, 2026 |
| Roy C. Ferguson | – | 73,719 | Apr 3, 2026 |
| Randy Foraker | – | 21,584 | Mar 2, 2026 |
| Bank Partners LP BF | 10% owner | 4,040,777 | Feb 3, 2026 |
| Street Banking Partners LP Main | 10% owner | 4,910,000 | Oct 29, 2024 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Kimberly Kay Ingram Director | Aug 30, 2026 | Option exercise | +500 | $110.55 | $55.28K | 500 |
| David E. Rainbolt Director, 10% owner | Aug 13, 2026 | Sale | −8,506 | $115.00 | $978.19K | 0 |
| David E. Rainbolt Director, 10% owner | Aug 6, 2026 | Sale | −3,000 | $115.00 | $345.00K | 8,506 |
| David E. Rainbolt Director, 10% owner | Aug 5, 2026 | Sale | −2,000 | $115.03 | $230.06K | 11,506 |
| David E. Rainbolt Director, 10% owner | Aug 4, 2026 | Sale | −17,830 | $115.06 | $2.05M | 13,506 |
| David E. Rainbolt Director, 10% owner | Aug 3, 2026 | Sale | −11,497 | $115.09 | $1.32M | 31,336 |
| David E. Rainbolt Director, 10% owner | Jul 29, 2026 | Sale | −12,718 | $115.05 | $1.46M | 42,833 |
| David E. Rainbolt Director, 10% owner | Jul 28, 2026 | Sale | −81,492 | $116.71 | $9.51M | 55,551 |
| David E. Rainbolt Director, 10% owner | Jul 27, 2026 | Sale | −29,740 | $116.49 | $3.46M | 137,043 |
| David E. Rainbolt Director, 10% owner | May 7, 2026 | Sale | −9,001 | $115.11 | $1.04M | 166,783 |
| David E. Rainbolt Director, 10% owner | May 6, 2026 | Sale | −6,219 | $115.07 | $715.62K | 175,784 |
| David E. Rainbolt Director, 10% owner | Apr 29, 2026 | Sale | −1 | $115.00 | $115 | 182,003 |
| David E. Rainbolt Director, 10% owner | Apr 28, 2026 | Sale | −24,614 | $115.55 | $2.84M | 182,004 |
| David E. Rainbolt Director, 10% owner | Apr 27, 2026 | Sale | −205 | $115.01 | $23.58K | 206,618 |
| David E. Rainbolt Director, 10% owner | Apr 24, 2026 | Sale | −650 | $115.02 | $74.76K | 206,823 |
| David E. Rainbolt Director, 10% owner | Apr 23, 2026 | Sale | −17,527 | $115.53 | $2.02M | 207,473 |
| Jason A. Carroll Chief Risk Officer | Apr 20, 2026 | Option exercise | +200 | – | – | 200 |
| Hannah Andrus Executive Vice President | Apr 17, 2026 | Option exercise | +800 | – | – | 800 |
| Dara Wanzer Executive Vice President | Apr 3, 2026 | Discretionary | +42 | – | – | 870 |
| Scott Copeland Executive Vice President | Apr 3, 2026 | Discretionary | +89 | – | – | 14,072 |
| Dennis Jay Hannah Executive Vice President | Apr 3, 2026 | Discretionary | +58 | – | – | 194 |
| Jason A. Carroll Chief Risk Officer | Apr 3, 2026 | Discretionary | +45 | – | – | 142 |
| Kelly Foster Senior Vice President | Apr 3, 2026 | Discretionary | +61 | – | – | 5,110 |
| Roy C. Ferguson – | Apr 3, 2026 | Discretionary | +105 | – | – | 26,423 |
| Dennis L. Brand – | Apr 3, 2026 | Discretionary | +62 | – | – | 6,697 |
| Hannah Andrus Executive Vice President | Apr 3, 2026 | Discretionary | +58 | – | – | 134 |
| Darryl Schmidt Executive Vice President, Director | Apr 3, 2026 | Discretionary | +76 | – | – | 8,221 |
| John K. Slay JR Chief Credit Officer | Apr 3, 2026 | Discretionary | +68 | – | – | 4,659 |
| David R. Harlow Cheif Executive Officer, Director | Apr 3, 2026 | Discretionary | +80 | – | – | 10,187 |
| Thomas Howard McCasland III – | Feb 26, 2026 | Other | −85,006 | – | – | 0 |
| Randy Foraker Executive Vice President | Feb 10, 2026 | Option exercise | +3,000 | $20.83 | $62.49K | 3,000 |
| Randy Foraker Executive Vice President | Feb 10, 2026 | Sale | −3,000 | $119.91 | $359.73K | 0 |
| David E. Rainbolt Director, 10% owner | Feb 3, 2026 | Gift | +225,000 | – | – | 225,000 |
| David E. Rainbolt Director, 10% owner | Feb 3, 2026 | Gift | −225,000 | – | – | 73,395 |
| David E. Rainbolt Director, 10% owner | Feb 3, 2026 | Other | +188 | – | – | 188 |
| David E. Rainbolt Director, 10% owner | Feb 3, 2026 | Other | −188 | – | – | 0 |
| David E. Rainbolt Director, 10% owner | Jan 30, 2026 | Other | +225,000 | – | – | 298,395 |
| David E. Rainbolt Director, 10% owner | Jan 30, 2026 | Other | −269,223 | – | – | 4,040,777 |
| David E. Rainbolt Director, 10% owner | Jan 30, 2026 | Other | +38,085 | – | – | 38,085 |
| Bank Partners LP BF 10% owner | Jan 30, 2026 | Other | −269,223 | – | – | 4,040,777 |
| Dennis Jay Hannah Executive Vice President | Jan 7, 2026 | Discretionary | +70 | – | – | 136 |
| Hannah Andrus Executive Vice President | Jan 7, 2026 | Discretionary | +40 | – | – | 76 |
| Dara Wanzer Executive Vice President | Jan 7, 2026 | Discretionary | +57 | – | – | 828 |
| David E. Rainbolt Director, 10% owner | Jan 7, 2026 | Discretionary | +188 | – | – | 188 |
| John K. Slay JR Chief Credit Officer | Jan 6, 2026 | Discretionary | +1 | – | – | 4,591 |
| Kelly Foster Senior Vice President | Jan 6, 2026 | Discretionary | +120 | – | – | 5,049 |
| Scott Copeland Executive Vice President | Jan 6, 2026 | Discretionary | +243 | – | – | 13,983 |
| Randy Foraker Executive Vice President | Jan 6, 2026 | Discretionary | +265 | – | – | 18,114 |
| Roy C. Ferguson Executive | Jan 6, 2026 | Discretionary | +321 | – | – | 26,318 |
| Dennis L. Brand Executive Vice President | Jan 6, 2026 | Discretionary | +80 | – | – | 6,635 |
| Darryl Schmidt Executive Vice President, Director | Jan 6, 2026 | Discretionary | +170 | – | – | 8,145 |
| David R. Harlow Cheif Executive Officer, Director | Jan 6, 2026 | Discretionary | +189 | – | – | 10,107 |
| William Scott Martin – | Dec 18, 2025 | Gift | −5,000 | – | – | 209,499 |
| Darryl Schmidt Executive Vice President, Director | Dec 9, 2025 | Gift | −600 | – | – | 42,964 |
| Darryl Schmidt Executive Vice President, Director | Dec 9, 2025 | Gift | +200 | – | – | 487 |
| F. Ford Drummond – | Aug 13, 2025 | Option exercise | +5,000 | $20.83 | $104.15K | 5,000 |
| F. Ford Drummond – | Aug 13, 2025 | Sale | −5,000 | $126.29 | $631.45K | 0 |
| F. Ford Drummond – | May 28, 2025 | Option exercise | +5,000 | $20.83 | $104.15K | 5,000 |
| F. Ford Drummond – | May 28, 2025 | Sale | −5,000 | $124.12 | $620.60K | 0 |
| Randy Foraker Executive Vice President | May 21, 2025 | Sale | −4,000 | $126.61 | $506.44K | 0 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Kelly Foster Officer | Sep 14, 2026 | 2,500 | $280.00K | Sep 14, 2026 | Option Exercise |
| David E. Rainbolt Director, 10% Stockholder | Jul 27, 2026 | 166,783 | $19.34M | Jul 27, 2026 | Shares gifted to David and Kim Rainbolt Foundation |
| David E. Rainbolt Director, 10% Stockholder | Apr 17, 2026 | 225,000 | $27.00M | Apr 20, 2026 | Shares gifted to David and Kim Rainbolt Foundation |
| Randy Foraker Officer | Feb 9, 2026 | 3,000 | $360.00K | Feb 9, 2026 | Option Exercise |
| F. Ford Drummond Director | Aug 13, 2025 | 5,000 | $630.80K | Aug 13, 2025 | Option Exercise |
| F. Ford Drummond Director | May 28, 2025 | 5,000 | $625.30K | May 28, 2025 | Option Exercise |
| Randy Foraker Officer | May 21, 2025 | 4,000 | $512.00K | May 21, 2025 | Option Excercise |
| William Scott Martin Director | Feb 12, 2025 | 32,595 | $3.93M | Feb 12, 2025 | Shares are the result of a Merger /Acquisition between BancFirst Corp with First Wagoner Corp |
| Darryl Schmidt Officer, Director | Feb 11, 2025 | 5,000 | $610.32K | Feb 11, 2025 | stock option |
| F. Ford Drummond Director | Feb 5, 2025 | 5,000 | $602.45K | Feb 5, 2025 | Stock Option Exercise |
| F. Ford Drummond Director | Jan 29, 2025 | 5,000 | $587.90K | Jan 29, 2025 | Stock Option Exercise |
| Dennis L. Brand Officer | Dec 12, 2024 | 4,000 | $514.56K | Dec 12, 2024 | Open Market Purchase |
| William Scott Martin Director | Nov 12, 2024 | 100,000 | $12.47M | Nov 12, 2024 | shares are the result of a Merger / Acquisition between BancFirst Corp with First Wagoner Corp. |
| Dennis Jay Hannah Officer | Nov 8, 2024 | 10,543 | $1.33M | Nov 6, 2024 | Acquired over 30 years of employment from BancFirst ESOP program |
| William Scott Martin Director | Oct 28, 2024 | 20,000 | $2.21M | Oct 28, 2024 | shares are the result of a Merger / Acquisition between BancFirst Corp with First Wagoner Corp. |