Institutional Fund
Arvest Bank Trust Division
Dewey, OKCIK 16259595 filings on record
Portfolio Value
$1.84B
Q1 2026
Holdings
221
Reported positions
New Buys
25
Opened this quarter
QoQ Change
-0.4%
from $1.85B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Spdr S&P Midcap 400 ETF Tr7.6%
- Ishares Tr6.9%
- Ishares Tr5.2%
- Vanguard Tax-Managed Fds4.7%
- Walmart Inc4.0%
- Ishares Tr3.7%
- Other68.0%
Portfolio Holdings
221 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Spdr S&P Midcap 400 ETF Tr | 227.6K | $140.38M | 7.6% | −4.3K | Reduced |
| 2 | Ishares Tr | 1.30M | $126.36M | 6.9% | −32.9K | Reduced |
| 3 | Ishares Tr | 145.8K | $95.26M | 5.2% | −5.7K | Reduced |
| 4 | Vanguard Tax-Managed Fds | 1.34M | $86.10M | 4.7% | +154.2K | Added |
| 5 | Walmart Inc | 590.6K | $73.40M | 4.0% | +137.4K | Added |
| 6 | Ishares Tr | 274.8K | $68.14M | 3.7% | −7.7K | Reduced |
| 7 | Spdr S&P 500 ETF Tr | 78.0K | $50.75M | 2.8% | +65 | Added |
| 8 | New World Fd Inc New | 540.0K | $49.57M | 2.7% | +224 | Added |
| 9 | Goldman Sachs ETF Tr | 1.13M | $49.00M | 2.7% | −9.1K | Reduced |
| 10 | Apple Inc | 185.6K | $47.09M | 2.6% | +11.5K | Added |
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