test

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