AAG
BOKF icon

Avalon Advisory Group’s BOK Financial BOKF Stock Holding History

Avalon Advisory Group’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
2025
Q4 		– Sell
-8,078
Closed -$900K – 15
2025
Q3 		$900K Sell
8,078
-3,691
-31% -$394K 0.36% 11
2025
Q2 		$1.15M Hold
11,769
– – 0.49% 8
2025
Q1 		$1.23M Hold
11,769
– – 0.58% 8
2024
Q4 		$1.25M Sell
11,769
-1,268
-10% -$142K 0.57% 8
2024
Q3 		$1.36M Hold
13,037
– – 0.62% 8
2024
Q2 		$1.19M Hold
13,037
– – 0.57% 9
2024
Q1 		$1.2M Buy
+13,037
New +$1.11M 0.58% 9

Other funds holding BOKF

GKFF
George Kaiser Family Foundation Tulsa, Oklahoma $883M AUM 21.04% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CWM
CIBC World Markets New York $20.8B AUM
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
FGP
Freestone Grove Partners San Francisco, California $14.2B AUM 24.58% 1-Year Est. Return

Avalon Advisory Group's BOKF Position: Q4 2025 in Review

Avalon Advisory Group sold out of BOK Financial (BOKF) in Q4 2025, closing a stake of 8,078 shares — an estimated $900K sold.

Avalon Advisory Group first reported a position in BOKF in Q1 2024 and held it in 7 quarters. The position peaked at $1.36M in Q3 2024. 251 funds tracked by Wall St. Rank hold BOKF as of Q4 2025.

  • Avalon Advisory Group reported no remaining BOK Financial position as of Q4 2025 after selling out during the quarter.
  • Avalon Advisory Group sold 8,078 BOK Financial shares in Q4 2025, an estimated $900K.
  • Avalon Advisory Group first reported a position in BOK Financial in Q1 2024 and held it in 7 quarters.
  • Avalon Advisory Group's BOK Financial position peaked at $1.36M in Q3 2024.
  • 251 funds tracked by Wall St. Rank held BOK Financial as of Q4 2025.

Based on Avalon Advisory Group's 13F filing for Q4 2025, filed 29 Jan 2026.