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 Q3	$1.14K	Buy	9 +4	+80%	+$554	﹤0.01%	3206
2026 Q2	$694	Hold	5	–	–	﹤0.01%	3225
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

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Mount Yale Investment Advisors Denver, Colorado $5.96B AUM 22.06% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Arbejdsmarkedets Tillaegspension Hilleroed $3.93B AUM 7.98% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

BOK Financial Tulsa, Oklahoma $6.69B AUM 26.84% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

PGCM

Prescott Group Capital Management Tulsa, Oklahoma $1.11B AUM 20.16% 1-Year Est. Return

Cambiar Investors Denver, Colorado $2.48B AUM 19.65% 1-Year Est. Return

Isthmus Partners Madison, Wisconsin $1.04B AUM 19.97% 1-Year Est. Return

AssetMark Inc's BOKF Position: Q3 2026 in Review

AssetMark Inc increased its BOK Financial (BOKF) stake by 80% in Q3 2026, buying an estimated $554 and bringing the position to 9 shares worth $1.14K. The position accounts for ﹤0.01% of the portfolio, ranked #3206.

AssetMark Inc first reported a position in BOKF in Q2 2025 and has held it in 6 quarters since. 105 funds tracked by Wall St. Rank hold BOKF as of Q3 2026.

AssetMark Inc held 9 shares of BOK Financial worth $1.14K as of Q3 2026.
AssetMark Inc bought 4 BOK Financial shares in Q3 2026, an estimated $554.
BOK Financial made up ﹤0.01% of AssetMark Inc's portfolio in Q3 2026, its #3206 holding.
AssetMark Inc first reported a position in BOK Financial in Q2 2025 and has held it in 6 quarters since.
105 funds tracked by Wall St. Rank held BOK Financial as of Q3 2026.

Based on AssetMark Inc's 13F filing for Q3 2026, filed 21 Oct 2026.