§ 13F · FUND PROFILE
Arvest Bank Trust Division.
Institutional filer · behavioral pattern: Dealer / Bank. Summary pending.
AUM · $1.8B (13F)Positions · 285Turnover · — · Q1Filed · May 13, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$31M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | MDY | STATE STR SPDR S&P MIDCAP 40 | 227K | $140M | 7.6% | −2% |
| 2 | EFA | ISHARES TR | 1.30M | $126M | 6.8% | −2% |
| 3 | IVV | ISHARES TR | 145K | $95M | 5.2% | −4% |
| 4 | VEA | VANGUARD TAX-MANAGED FDS | 1.34M | $86M | 4.6% | +13% |
| 5 | WMT | WALMART INC | 591K | $73M | 4.0% | +30% |
| 6 | IWM | ISHARES TR | 274K | $68M | 3.7% | −3% |
| 7 | SPY | STATE STR SPDR S&P 500 ETF T | 78K | $50M | 2.7% | ±0% |
| 8 | RNWGX | NEW WORLD FD INC NEW | 537K | $49M | 2.7% | ±0% |
| 9 | GEM | GOLDMAN SACHS ETF TR | 1.13M | $49M | 2.6% | −1% |
| 10 | AAPL | APPLE INC | 185K | $47M | 2.5% | +7% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE ARVEST SIGNAL
AC read
Arvest Bank Trust Division is a Dealer / Bank fund managing $1.8 billion in assets. The fund runs a broad portfolio of 285 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed