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
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
IWFIshares Tr
| 0.22% | $488,266 1,205 shares@ $405.2 avg price | Decreased -6.94% |
PFEPfizer Inc
| 0.22% | $474,978 17,978 shares@ $26.42 avg price | Decreased -0.51% |
EPDEnterprise Prods Partners L
| 0.21% | $453,336 14,530 shares@ $31.2 avg price | |
VUGVanguard Index Fds Growth Etf
| 0.2% | $438,627 1,059 shares@ $414.19 avg price | |
MCDMcdonalds Corp
| 0.17% | $373,501 1,289 shares@ $289.77 avg price | Decreased -10.85% |
TSLATesla Inc Com
| 0.17% | $372,747 893 shares@ $417.41 avg price | |
KOCoca Cola Co
| 0.17% | $362,022 5,836 shares@ $62.04 avg price | Increased 0.87% |
AMGNAmgen Inc
| 0.16% | $353,166 1,362 shares@ $259.3 avg price | |
TYTri Contl Corp Com
| 0.16% | $349,970 11,061 shares@ $31.64 avg price | |
LLYEli Lilly & Co
| 0.15% | $334,298 432 shares@ $773.84 avg price |