Kayne Anderson Discloses 2.54M Shares of BancFirst, 7.6% Ownership

Rhea-AI Filing Summary

Kayne Anderson Rudnick Investment Management, LLC reports beneficial ownership of 2,537,991 BancFirst ordinary shares, representing 7.6% of the class. This filing discloses the holder's split of voting and disposition authority: sole voting power of 1,729,140, shared voting power of 560,809, sole dispositive power of 1,977,182, and shared dispositive power of 560,809.

The filer is identified as an investment adviser (IA) and certifies the shares are held in the ordinary course of business and not for the purpose of changing or influencing control of the issuer.

Positive

• Beneficial ownership disclosed: 2,537,991 shares, representing 7.6% of the class
• Detailed voting/dispositive breakdown provided: sole and shared voting and disposition figures are specified
• Filer classified as an investment adviser (IA), with a certification that holdings are in the ordinary course of business

Negative

• No acquisition timeline or trading history is provided, limiting insight into when or how the position was built
• No information on underlying accounts or client-level holders beyond the reporting entity (Item 6 marked Not Applicable)

Insights

Financial Analyst

TL;DR: Passive 7.6% stake disclosed with clear voting/dispositive breakdown; sizeable but non-controlling position.

The filing shows Kayne Anderson Rudnick holds 2,537,991 shares or 7.6% of BancFirst ordinary shares, with majority of voting power held singly and a substantial portion held jointly. Classification as an investment adviser and the certification that the position is held in the ordinary course indicates a passive reporting posture under Schedule 13G/A. For investors, this is material disclosure of a >5% holder but contains no indications of an active campaign to influence control.

Corporate Governance Expert

TL;DR: Ownership exceeds the 5% reporting threshold; disclosure increases transparency but does not signal an intent to seek control.

The schedule provides a granular breakdown of voting and dispositive powers, which aids governance transparency. The filer’s certification explicitly states the position was not acquired to change or influence control, consistent with a passive 13G posture. While the stake is large enough to merit attention from governance stakeholders, the filing contains no plans, arrangements, or group affiliations that would indicate activist intent.

SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

SCHEDULE 13G

UNDER THE SECURITIES EXCHANGE ACT OF 1934

(Amendment No. 3)

BancFirst Corp

(Name of Issuer)

BancFirst Ord Shs

(Title of Class of Securities)

05945F103

(CUSIP Number)

06/30/2025

(Date of Event Which Requires Filing of this Statement)

Check the appropriate box to designate the rule pursuant to which this Schedule is filed:

Rule 13d-1(b)

Rule 13d-1(c)

Rule 13d-1(d)

SCHEDULE 13G

CUSIP No. 05945F103

1

Names of Reporting Persons

Kayne Anderson Rudnick Investment Management, LLC

2

Check the appropriate box if a member of a Group (see instructions)

(a)
(b)

3

Sec Use Only

4

Citizenship or Place of Organization

CALIFORNIA

Number of Shares Beneficially Owned by Each Reporting Person With:

5	Sole Voting Power 1,729,140.00
6	Shared Voting Power 560,809.00
7	Sole Dispositive Power 1,977,182.00
8	Shared Dispositive Power 560,809.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

2,537,991.00

10

Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)

11

Percent of class represented by amount in row (9)

7.6 %

12

Type of Reporting Person (See Instructions)

IA

SCHEDULE 13G

Item 1.
(a)	Name of issuer: BancFirst Corp
(b)	Address of issuer's principal executive offices: 100 NORTH BROADWAY AVE, OKLAHOMA CITY, OK, 73102
Item 2.
(a)	Name of person filing: Kayne Anderson Rudnick Investment Management, LLC
(b)	Address or principal business office or, if none, residence: 2000 Avenue of the Stars, Suite 1110, Los Angeles, 90067, CA, United States
(c)	Citizenship: CALIFORNIA
(d)	Title of class of securities: BancFirst Ord Shs
(e)	CUSIP No.: 05945F103
Item 3.	If this statement is filed pursuant to §§ 240.13d-1(b) or 240.13d-2(b) or (c), check whether the person filing is a:
(a)	Broker or dealer registered under section 15 of the Act (15 U.S.C. 78o);
(b)	Bank as defined in section 3(a)(6) of the Act (15 U.S.C. 78c);
(c)	Insurance company as defined in section 3(a)(19) of the Act (15 U.S.C. 78c);
(d)	Investment company registered under section 8 of the Investment Company Act of 1940 (15 U.S.C. 80a-8);
(e)	An investment adviser in accordance with § 240.13d-1(b)(1)(ii)(E);
(f)	An employee benefit plan or endowment fund in accordance with § 240.13d-1(b)(1)(ii)(F);
(g)	A parent holding company or control person in accordance with § 240.13d-1(b)(1)(ii)(G);
(h)	A savings associations as defined in Section 3(b) of the Federal Deposit Insurance Act (12 U.S.C. 1813);
(i)	A church plan that is excluded from the definition of an investment company under section 3(c)(14) of the Investment Company Act of 1940 (15 U.S.C. 80a-3);
(j)	A non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J). If filing as a non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J), please specify the type of institution:
(k)	Group, in accordance with Rule 240.13d-1(b)(1)(ii)(K).
Item 4.	Ownership
(a)	Amount beneficially owned: 2,537,991
(b)	Percent of class: 7.6 %
(c)	Number of shares as to which the person has:
	(i) Sole power to vote or to direct the vote: 1,729,140
	(ii) Shared power to vote or to direct the vote: 560,809
	(iii) Sole power to dispose or to direct the disposition of: 1,977,182
	(iv) Shared power to dispose or to direct the disposition of: 560,809
Item 5.	Ownership of 5 Percent or Less of a Class.
Item 6.	Ownership of more than 5 Percent on Behalf of Another Person.
	Not Applicable
Item 7.	Identification and Classification of the Subsidiary Which Acquired the Security Being Reported on by the Parent Holding Company or Control Person.
	Not Applicable
Item 8.	Identification and Classification of Members of the Group.
	Not Applicable
Item 9.	Notice of Dissolution of Group.
	Not Applicable

Item 10.

Certifications:

By signing below I certify that, to the best of my knowledge and belief, the securities referred to above were acquired and are held in the ordinary course of business and were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities and were not acquired and are not held in connection with or as a participant in any transaction having that purpose or effect, other than activities solely in connection with a nomination under ?? 240.14a-11.

SIGNATURE

After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct.

Kayne Anderson Rudnick Investment Management, LLC

Signature:	/s/Michael Shoemaker
Name/Title:	Chief Compliance Officer
Date:	08/13/2025

FAQ

How many BancFirst (BANF) shares does Kayne Anderson Rudnick own?

2,537,991 shares reported as beneficially owned, representing 7.6% of the class.

What voting power does Kayne Anderson Rudnick have in BANF?

Sole voting power: 1,729,140 shares; Shared voting power: 560,809 shares.

Does Kayne Anderson Rudnick intend to influence control of BancFirst (BANF)?

No. The filing certifies the securities are held in the ordinary course of business and were not acquired to change or influence control.

What type of filer is Kayne Anderson Rudnick on this Schedule 13G/A?

Investment adviser (IA).

Was the ownership reported on behalf of another person or client?

Not Applicable. Item 6 of the filing indicates ownership on behalf of another person is not reported.