AssetMark Inc’s BOK Financial BOKF Stock Holding History

AssetMark Inc’s Portfolio BOKF Stock Details BOKF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$640	Hold	5	–	–	﹤0.01%	3134
2025 Q4	$592	Hold	5	–	–	﹤0.01%	3067
2025 Q3	$557	Hold	5	–	–	﹤0.01%	2910
2025 Q2	$488	Buy	+5	New	+$470	﹤0.01%	2745

Other funds holding BOKF

GKFF

George Kaiser Family Foundation Tulsa, Oklahoma $883M AUM 21.04% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

CBU

CIBC Bancorp USA Chicago, Illinois $74.4B AUM

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

AssetMark Inc's BOKF Position: Q1 2026 in Review

AssetMark Inc held its BOK Financial (BOKF) position steady in Q1 2026 at 5 shares worth $640. The position accounts for ﹤0.01% of the portfolio, ranked #3134.

AssetMark Inc first reported a position in BOKF in Q2 2025 and has held it in 4 quarters since. 287 funds tracked by Wall St. Rank hold BOKF as of Q1 2026.

AssetMark Inc held 5 shares of BOK Financial worth $640 as of Q1 2026.
AssetMark Inc left its BOK Financial share count unchanged in Q1 2026.
BOK Financial made up ﹤0.01% of AssetMark Inc's portfolio in Q1 2026, its #3134 holding.
AssetMark Inc first reported a position in BOK Financial in Q2 2025 and has held it in 4 quarters since.
287 funds tracked by Wall St. Rank held BOK Financial as of Q1 2026.

Based on AssetMark Inc's 13F filing for Q1 2026, filed 6 May 2026.