13FPulse
BA

BANF BANCFIRST CORP

2026Q2 · CUSIP 05945F103 · Sector: Financials

Piling in

Net holder growth ranks near the top of the market

Funds that own it
269
Institutions that reported holding it to the SEC
Net increase in holders
+26
Last quarter 243 → now 269
How unusual is that
Top 20%
Stronger buying than 87% of US stocks
What the filings say, in one paragraph

269 funds held BANF at the end of 2026Q2, up 26 from the quarter before. That is stronger buying than 87.4% of US stocks — among the most piled-into names this quarter. On the business itself, the P/E is 15.0x, return on equity is 12.9%. BANF has had 7 buying rushes in its history, and the price moved -4.9% on average over the six months after (that is the raw price move, not how much it beat the market by). It sits in the Financials sector.

How many funds owned it, quarter by quarter

Bars = net change in institutional holders, positive (green) or negative (red). Line = total institutional holders.

2013Q3: holders=85 2013Q4: holders=83 2014Q1: holders=95 2014Q2: holders=94 2014Q3: holders=90 2014Q4: holders=88 2015Q1: holders=86 2015Q2: holders=87 2015Q3: holders=90 2015Q4: holders=88 2016Q1: holders=93 2016Q2: holders=96 2016Q3: holders=100 2016Q4: holders=111 2017Q1: holders=103 2017Q2: holders=100 2017Q3: holders=107 2017Q4: holders=102 2018Q1: holders=118 2018Q2: holders=115 2018Q3: holders=117 2018Q4: holders=123 2019Q1: holders=117 2019Q2: holders=120 2019Q3: holders=120 2019Q4: holders=117 2020Q1: holders=113 2020Q2: holders=127 2020Q3: holders=134 2020Q4: holders=134 2021Q1: holders=135 2021Q2: holders=143 2021Q3: holders=143 2021Q4: holders=148 2022Q1: holders=157 2022Q2: holders=172 2022Q3: holders=202 2022Q4: holders=196 2023Q1: holders=184 2023Q2: holders=170 2023Q3: holders=187 2023Q4: holders=183 2024Q1: holders=196 2024Q2: holders=219 2024Q3: holders=222 2024Q4: holders=247 2025Q1: holders=236 2025Q2: holders=257 2025Q3: holders=265 2025Q4: holders=258 2026Q1: holders=243 2026Q2: holders=269 -30 -15 +0 +15 +30 74179283 13Q315Q116Q318Q119Q321Q122Q324Q125Q326Q2 Net change in holders (bars) Total funds holding (line)

What happened after each past buying rush 7 times in its history

Quarter of the rush How unusual then Price, next 3 months Price, next 6 months
2026Q2 Top 20%
2025Q2 Top 20% -10.7% -6.0%
2024Q2 Top 20% +20.5% +17.7%
2023Q3 Top 20% +3.4% +5.9%
2022Q3 Top 5% -10.5% -18.4%
2022Q2 Top 10% -13.5% -23.2%
2018Q1 Top 20% +7.1% -5.2%

These are the raw price moves, not how much it beat the market by. Compare them against the market over the same months — in a strong bull market almost everything is up.

Show all the numbers (large funds, value held, options…) ▾
Of them, large funds
142
Change in large funds
+13
Total value they hold
$1.9B
Funds buying for the first time
47
Funds that sold out entirely
21
Price change that quarter
+3.6%
Funds holding puts (bearish)
1
Funds holding calls (bullish)
1

These are for people who want to dig. Skip them if they do not mean anything to you — the three numbers above are enough.

8,697 institutions have filed for this quarter. 13F permits late filing and a small number arrive in the weeks after the deadline, so the holder counts and changes below may tick up.

Fundamentals

PE (TTM)
15.0
EPS (TTM)
$7.41
EPS YoY
+6.8%
Revenue (TTM)
Revenue YoY
Net margin
ROE
12.9%
Debt ratio
87.0%
FCF (TTM)
$245M
Dividend (TTM)
$1.96
Quarterly Revenue & EPS
2021-09-30: EPS 1.16 2021-12-31: EPS 1.15 2022-03-31: EPS 1.08 2022-06-30: EPS 1.34 2022-09-30: EPS 1.65 2022-12-31: EPS 1.70 2023-03-31: EPS 1.72 2023-06-30: EPS 1.64 2023-09-30: EPS 1.52 2023-12-31: EPS 1.46 2024-03-31: EPS 1.50 2024-06-30: EPS 1.51 2024-09-30: EPS 1.75 2024-12-31: EPS 1.68 2025-03-31: EPS 1.66 2025-06-30: EPS 1.85 2025-09-30: EPS 1.85 2025-12-31: EPS 1.75 2026-03-31: EPS 1.85 2026-06-30: EPS 1.96 0.00 1.08 2.16 20212022202320242025202606/26 EPS

Quarterly figures, revenue up to 10 years back; EPS split-adjusted, early quarters hidden when not calibrable

P/E (TTM) over time
4Y median 16 11 17 24 20222023202420252026

P/E = close around day 47 after quarter-end ÷ TTM EPS then; this is a consistent valuation date, not the company’s actual filing date; loss quarters hidden

Quarterly free cash flow
0K47M94M 20162017201820192020202120222023202420252026
Latest quarter $65M (2026-03-31)

FCF = operating cash flow − capex, computed from SEC XBRL; banks/insurers have no standard cash-flow structure and are hidden

As of 2026-06-30 · SEC filings (XBRL)

Email me the next update

2026 Q3 holdings are due 2026-11-16. We will email you when the refreshed lists are live.