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Scott Johnson

@Arvest Bank Trust Division

Latest period2024 - Q3ReportedManaged Assets$1.735BTotal holdings172
Assets growth rate-2.67%Assets growth rate (2-Q avg)-2.21%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Arvest Bank Trust Division's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 172 positions.

Assets under management

The assets under management (AUM) of Arvest Bank Trust Division over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 1.735B in assets, with a quarterly growth rate of -2.67% and a 2-quarter average growth rate of -2.21%. The portfolio is managed by Scott Johnson, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
MDYSpdr S&p Midcap 400 Etf Tr
Recent Activity
Decreased -20.18%
7.9%
$137.029M
240,545 shares@ $569.66 avg price
EFAIshares Tr
Recent Activity
Decreased -43.72%
6.88%
$119.22M
1.426M shares@ $83.63 avg price
IVVIshares Tr
Recent Activity
Decreased -8.13%
5.88%
$102.003M
176,837 shares@ $576.82 avg price
IWMIshares Tr
Recent Activity
Decreased -0.77%
4.03%
$69.884M
316,375 shares@ $220.89 avg price
VEAVanguard Tax-managed Fds
Recent Activity
Increased 924.92%
3.4%
$58.899M
1.115M shares@ $52.81 avg price
IVWIshares Tr
Recent Activity
Decreased -36.22%
3.29%
$56.971M
594,994 shares@ $95.75 avg price
SPYSpdr S&p 500 Etf Tr
Recent Activity
Decreased -33%
3.15%
$54.542M
95,060 shares@ $573.76 avg price
EMRZXVaneck Fds
Recent Activity
Increased 86.96%
2.81%
$48.617M
3.04M shares@ $16.0 avg price
GEMGoldman Sachs Etf Tr
Recent Activity
Increased 33.72%
2.47%
$42.728M
1.217M shares@ $35.11 avg price
TPYPManaged Portfolio Series
Recent Activity
Decreased -24.69%
2.45%
$42.419M
1.352M shares@ $31.38 avg price