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Jason T DeBerry

@Bancfirst Trust & Investment Management

Latest period2024 - Q4ReportedManaged Assets$223.616MTotal holdings55
Assets growth rate-25.18%Assets growth rate (2-Q avg)7.03%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Bancfirst Trust & Investment Management's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 55 positions.

Assets under management

The assets under management (AUM) of Bancfirst Trust & Investment Management 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 - Q4, they manage 223.616M in assets, with a quarterly growth rate of -25.18% and a 2-quarter average growth rate of 7.03%. The portfolio is managed by Jason T DeBerry, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
OKEOneok Inc New
Recent Activity
Increased 2.46%
1.16%
$2.583M
25,631 shares@ $100.79 avg price
BIVVanguard Bd Index Fds Intermed Term
Recent Activity
Increased 1.82%
1%
$2.219M
29,648 shares@ $74.83 avg price
0553⤦Bfc Cap Tr Ii
Recent Activity
0.7%
$1.548M
60,339 shares@ $25.66 avg price
CVXChevron Corp New
Recent Activity
Decreased -0.24%
0.6%
$1.331M
9,304 shares@ $143.08 avg price
JPSTJ P Morgan Exchange Traded F
Recent Activity
0.55%
$1.216M
24,034 shares@ $50.58 avg price
SPYSpdr S&p 500 Etf Tr
Recent Activity
Decreased -4.99%
0.51%
$1.119M
1,901 shares@ $588.43 avg price
SDSTStardust Pwr Inc Com
Recent Activity
0.47%
$1.038M
230,112 shares@ $4.51 avg price
MSFTMicrosoft Corp
Recent Activity
Decreased -10.18%
0.4%
$880,891
2,073 shares@ $424.94 avg price
WMTWalmart Inc Com
Recent Activity
Increased 15.47%
0.37%
$811,597
8,961 shares@ $90.57 avg price
PRUPrudential Finl Inc
Recent Activity
Decreased -0.45%
0.35%
$778,844
6,592 shares@ $118.15 avg price