Arvest Bank Trust Division
SEC Form 13F institutional filer · CIK 0001625959
13F-HR · 146 reported holdings · 2026-03-31
Arvest Bank Trust Division is a bank trust department.
Reported long-US-equity value
$1.29B
Top-10 concentration
52.5%
Arvest Bank Trust Division — $1.29B AUM allocation strategy
Arvest Bank Trust Division files SEC Form 13F and reports $1.29B of long US equity value across 146 reported holdings for 2026-03-31.
Its largest sector bet is Financials 21.8%, followed by Information Technology 12.6% and Consumer Staples 5.7%.
The top 10 holdings account for 52% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
Arvest Bank Trust Division — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$1.29B
total across 146 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
52% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$WMT +137K sh · +$22.9M+$PYPL +96.1K sh · +$4.09M+$SPYM +72.5K sh · +$4.32M
Biggest trims (shares)
−$OMC −145K sh · −$11.8M−$BLK −57.2K sh · −$7.66M−$UNP −43.4K sh · −$9.83M
Exited to nil (held last quarter, gone now)
$FISV ($5.7M last qtr)$ADBE ($3.1M last qtr)$SMCI ($2.48M last qtr)$CRM ($344K last qtr)$PHM ($263K last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Financial Exchanges & Data10.9%—
- Semiconductors5.9%—
- Consumer Staples Merchandise Retail5.7%—
- Investment Banking & Brokerage4.3%—
- Asset Management & Custody Banks4.2%—
- Interactive Media & Services4.1%—
- Technology Hardware, Storage & Peripherals3.6%—
- Systems Software3.1%—
- Other holdings58.1%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
7 of 7 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $SPGI | S&P Global Inc | 228K | $140M | -4.29K | 10.9% |
| $WMT | Walmart Inc | 591K | $73.4M | +137K | 5.7% |
| $GS | Goldman Sachs Group Inc | 1.19M | $55.7M | -8.29K | 4.3% |
| $AAPL | Apple Inc | 186K | $47.1M | +11.5K | 3.7% |
| $NVDA | NVIDIA Corporation | 261K | $45.6M | +13.5K | 3.5% |
| $MSFT | Microsoft Corporation | 107K | $39.7M | +24.5K | 3.1% |
| $IVZ | Invesco Ltd | 212K | $35.7M | +1.88K | 2.8% |
…and 139 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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