13F
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Arvest Bank Trust Division

13F equity value
$1.8B
Positions
221
Top 10 concentration
42.7%
Quarters / total new picks
20 / 173
13F equity value over time
$0M$923M$2B20172018201920202021202420252026

"13F equity value" = market value of this filer's US-listed long equity positions only. It excludes cash, bonds, non-US and short positions, so it understates a fund's true assets under management — often by a lot.

Not significant Verdict

13F holdings are disclosed ~45 days after quarter-end, and they never reveal when within the quarter a fund actually bought. So any 13F-based summary is structurally late and blurred — this applies to every fund, including this one.

We backtested copying it anyway. Buying this fund's new positions the day each filing went public, over 20 quarters, returned +2.7% per quarter — versus +3.6% per quarter from simply owning every 13F stock. It beat that baseline in only 50.0% of quarters (excess t = -1.38, not statistically significant). Its filings tell you what it bought — not what you should buy.

Avg 2Q excess
-3.5%
t-stat
-1.38
Quarterly win rate
50%
Annualized excess
-3.7%
$1 → follow vs universe
$1.57 vs $1.85
Cumulative return: $1 invested in new picks vs universe
1.00 20180331: universe 1.04120180630: universe 0.95920180930: universe 1.00320181231: universe 0.99220190331: universe 0.97520190630: universe 1.04820190930: universe 1.12720191231: universe 0.90920200331: universe 1.09620200630: universe 1.21120200930: universe 1.48520201231: universe 1.55320210331: universe 1.56620210630: universe 1.69220210930: universe 1.51920241231: universe 1.41720250331: universe 1.54520250630: universe 1.59420250930: universe 1.79220251231: universe 1.854 20180331: follow 1.06320180630: follow 0.91120180930: follow 0.96120181231: follow 1.05220190331: follow 1.03720190630: follow 1.11920190930: follow 1.20020191231: follow 0.96120200331: follow 1.19020200630: follow 1.22220200930: follow 1.34720201231: follow 1.34720210331: follow 1.40020210630: follow 1.38720210930: follow 1.45320241231: follow 1.43720250331: follow 1.49320250630: follow 1.49120250930: follow 1.45320251231: follow 1.567 0.84 1.42 2.00 201820192020202120242025 Follow Universe

Quarterly compounding, invested quarters only · entry 47 days after quarter-end (when 13F data becomes public)

Listed as facts. See the verdict above before treating this as signal.

Top 20 holdings of 221 · 2026 Q1

Ticker Value Weight QoQ
MDY $140M
7.6%
HOLD
EFA $126M
6.9%
TRIM
IVV $95M
5.2%
TRIM
VEA $86M
4.7%
ADD
WMT $73M
4.0%
ADD
IWM $68M
3.7%
TRIM
SPY $51M
2.8%
HOLD
GEM $49M
2.7%
HOLD
AAPL $47M
2.6%
ADD
NVDA $46M
2.5%
ADD
TPYP $45M
2.5%
TRIM
EIPI $41M
2.2%
ADD
MSFT $40M
2.2%
ADD
GOOGL $36M
1.9%
TRIM
RSP $35M
1.9%
HOLD
SPYM $31M
1.7%
ADD
AMZN $29M
1.6%
ADD
SCZ $25M
1.3%
HOLD
VWO $22M
1.2%
HOLD
FLJP $18M
1.0%
HOLD

QoQ vs previous quarter's share count · NEW = new position · ADD/TRIM = ±2% shares · HOLD = unchanged.

Listed as facts. See the verdict above before treating this as signal.

New positions in 2026 Q1

ARESBKNGDXCMIEMGIGVIWXIWYKEYSKRNTAPREGNSCHCUBERVONGVONVXEL

Method & Limitations

Method: a "new position" = held this quarter, absent last quarter (options excluded; stocks with <50 prior holders excluded to filter spin-off artifacts). Entry 47 days after quarter-end — the first day the public could act on the filing. Benchmark = equal-weighted universe of all 13F-held stocks. Limitations: quarterly snapshots can't see intra-quarter trades; survivorship bias — funds that shut down are absent, which flatters the sample. Statistics, not advice.