Institutions / MidFirst Bank / Activity
Activity — MidFirst Bank
916 moves.
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q2 2026 as of | Trim | Lam Research Corp Common stock | $-13.50M | -31K -32.95% | 63,391 1.95% of portfolio | medium |
| Q2 2026 as of | Add | 464287614 Common stock | $12.21M | +98K +261.29% | 135,960 1.20% of portfolio | medium |
| Q2 2026 as of | Trim | 78464A854 Common stock | $-10.85M | -123K -78.41% | 33,986 0.21% of portfolio | medium |
| Q2 2026 as of | Exit | Honeywell International Inc Common stock | $-9.39M | -48K -100.00% | 0 | medium |
| Q2 2026 as of | Add | Kla Corp Common stock | $7.85M | +26K +898.62% | 28,900 0.62% of portfolio | medium |
| Q2 2026 as of | Add | Amphenol Corp /De Common stock | $6.96M | +39K +708.19% | 45,016 0.56% of portfolio | medium |
| Q2 2026 as of | Trim | NVIDIA Corp Common stock | $-6.09M | -30K -7.87% | 356,324 5.06% of portfolio | medium |
| Q2 2026 as of | Add | 922907746 Common stock | $5.82M | +115K +57.34% | 315,544 1.13% of portfolio | medium |
| Q2 2026 as of | New | Honeywell International Inc Common stock | $5.69M | +25K | 25,397 0.40% of portfolio | medium |
| Q2 2026 as of | New | HONA Honeywell Aerospace Inc. Common Stock | $5.61M | +25K | 25,367 0.40% of portfolio | medium |
| Q2 2026 as of | Exit | Exact Sciences Corp. Common stock | $-5.15M | -51K -100.00% | 0 | medium |
| Q2 2026 as of | Add | 46434V456 Common stock | $4.87M | +98K +54.84% | 277,660 0.98% of portfolio | low |
| Q2 2026 as of | Trim | 81369Y209 Common stock | $-4.76M | -30K -97.27% | 842 <0.01% of portfolio | low |
| Q2 2026 as of | Add | iShares MSCI UAE ETF Common stock | $4.36M | +41K +56.15% | 113,968 0.86% of portfolio | low |
| Q2 2026 as of | Trim | Apple Inc. Common stock | $-3.54M | -12K -5.58% | 206,987 4.25% of portfolio | low |
| Q2 2026 as of | Add | 921932869 Common stock | $3.45M | +24K +163.77% | 37,998 0.39% of portfolio | low |
| Q2 2026 as of | Add | L8681T102 Common stock | $3.40M | +7K +9040.24% | 7,495 0.24% of portfolio | low |
| Q2 2026 as of | Trim | Alphabet Inc. Common stock | $-3.30M | -9K -33.11% | 18,846 0.47% of portfolio | low |
| Q2 2026 as of | Trim | Microsoft Corp Common stock | $-3.00M | -8K -7.38% | 101,049 2.67% of portfolio | low |
| Q2 2026 as of | Add | Elevance Health Inc Common stock | $2.98M | +8K +85.84% | 16,659 0.46% of portfolio | low |
| Q2 2026 as of | Add | The PNC Financial Services Group, Inc. Common stock | $2.80M | +11K +1260.82% | 12,261 0.21% of portfolio | low |
| Q2 2026 as of | Trim | Broadcom Inc. Common stock | $-2.32M | -6K -9.81% | 56,370 1.51% of portfolio | low |
| Q2 2026 as of | Add | Philip Morris International Inc. Common stock | $2.04M | +11K +185.40% | 17,324 0.22% of portfolio | low |
| Q2 2026 as of | New | Sanofi Common stock | $1.93M | +45K | 45,215 0.14% of portfolio | low |
| Q2 2026 as of | Add | Starbucks Corp Common stock | $1.81M | +18K +38.54% | 63,628 0.46% of portfolio | low |
| Q2 2026 as of | Add | 46436E718 Common stock | $1.79M | +18K +19.55% | 108,825 0.78% of portfolio | low |
| Q2 2026 as of | Add | Warren E. Buffett Common stock | $1.70M | +3K +75.55% | 7,891 0.28% of portfolio | low |
| Q2 2026 as of | Add | StoneX Group Inc. Common stock | $1.67M | +14K +50.00% | 42,187 0.35% of portfolio | low |
| Q2 2026 as of | Trim | Tesla Inc Common stock | $-1.63M | -4K -47.09% | 4,351 0.13% of portfolio | low |
| Q2 2026 as of | Trim | TJX Cos Inc/The Common stock | $-1.63M | -11K -43.97% | 13,686 0.15% of portfolio | low |
| Q2 2026 as of | Add | 921932844 Common stock | $1.62M | +14K +20.23% | 84,562 0.68% of portfolio | low |
| Q2 2026 as of | Trim | Ameriprise Financial Inc Common stock | $-1.60M | -3K -81.81% | 777 0.03% of portfolio | low |
| Q2 2026 as of | Trim | Johnson & Johnson Common stock | $-1.51M | -6K -9.08% | 59,477 1.07% of portfolio | low |
| Q2 2026 as of | Trim | Amazon.com Inc Common stock | $-1.46M | -6K -3.36% | 176,520 2.98% of portfolio | low |
| Q2 2026 as of | Add | 78464A409 Common stock | $1.44M | +12K +23.72% | 63,181 0.53% of portfolio | low |
| Q2 2026 as of | Add | 46432F842 Common stock | $1.42M | +15K +11.19% | 146,065 1.00% of portfolio | low |
| Q2 2026 as of | Trim | 464287655 Common stock | $-1.40M | -5K -36.79% | 8,035 0.17% of portfolio | low |
| Q2 2026 as of | Trim | GE Vernova Inc. Common stock | $-1.34M | -1K -62.98% | 669 0.06% of portfolio | low |
| Q2 2026 as of | Trim | 81369Y407 Common stock | $-1.30M | -11K -99.50% | 56 <0.01% of portfolio | low |
| Q2 2026 as of | Exit | 75513Ecm1 Common stock | $-1.28M | -7K -100.00% | 0 | low |
| Q2 2026 as of | Trim | Mastercard Inc Common stock | $-1.24M | -2K -25.71% | 6,971 0.25% of portfolio | low |
| Q2 2026 as of | Trim | The Goldman Sachs Group, Inc. Common stock | $-1.21M | -1K -7.12% | 15,581 1.12% of portfolio | low |
| Q2 2026 as of | Trim | PayPal Holdings, Inc. Common stock | $-1.17M | -27K -98.97% | 282 <0.01% of portfolio | low |
| Q2 2026 as of | Trim | TSM Taiwan Semiconductor Manufacturing Co Ltd ADR | $-1.16M | -2K -5.98% | 38,040 1.29% of portfolio | low |
| Q2 2026 as of | Add | American Tower Corp Common stock | $1.09M | +7K +27.12% | 31,259 0.36% of portfolio | low |
| Q2 2026 as of | Add | Meta Platforms Inc Common stock | $1.07M | +2K +5.05% | 39,356 1.57% of portfolio | low |
| Q2 2026 as of | Trim | Walmart Inc. Common stock | $-1.04M | -9K -10.53% | 77,807 0.62% of portfolio | low |
| Q2 2026 as of | Trim | Applied Materials Inc /De Common stock | $-1.04M | -1K -43.93% | 1,830 0.09% of portfolio | low |
| Q2 2026 as of | Trim | Caterpillar Inc Common stock | $-1.02M | -959 -3.53% | 26,232 1.98% of portfolio | low |
| Q2 2026 as of | Add | Home Depot, Inc. Common stock | $966.0K | +3K +11.63% | 26,281 0.66% of portfolio | low |