Bank of Montreal
BOKF icon

Bank of Montreal’s BOK Financial BOKF Stock Holding History

Bank of Montreal’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 		$223K Sell
1,738
-246
-12% -$31.6K ﹤0.01% 2867
2025
Q4 		$235K Sell
1,984
-52
-3% -$5.83K ﹤0.01% 2747
2025
Q3 		$227K Buy
+2,036
New +$218K ﹤0.01% 2700
2024
Q4 		– Sell
-4,532
Closed -$473K – 3546
2024
Q3 		$473K Sell
4,532
-16,718
-79% -$1.68M ﹤0.01% 2460
2024
Q2 		$1.95M Buy
21,250
+5,400
+34% +$488K ﹤0.01% 1674
2024
Q1 		$1.46M Buy
+15,850
New +$1.34M ﹤0.01% 1798
2023
Q3 		– Sell
-7,006
Closed -$628K – 3822
2023
Q2 		$628K Sell
7,006
-53,982
-89% -$4.45M ﹤0.01% 2446
2023
Q1 		$5.22M Buy
+60,988
New +$5.96M ﹤0.01% 1216
2022
Q4 		– Sell
-3,268
Closed -$305 – 3984
2022
Q3 		$305 Buy
+3,268
New +$283K ﹤0.01% 2923
2021
Q4 		– Sell
-23,138
Closed -$2.12M – 3514
2021
Q3 		$2.12M Buy
+23,138
New +$1.98M ﹤0.01% 2035
2021
Q2 		– Sell
-888
Closed -$79K – 3803
2021
Q1 		$79K Sell
888
-896
-50% -$76K ﹤0.01% 3505
2020
Q4 		$138K Sell
1,784
-18
-1% -$1.16K ﹤0.01% 3414
2020
Q3 		$102K Sell
1,802
-9,030
-83% -$497K ﹤0.01% 3061
2020
Q2 		$540K Sell
10,832
-27,114
-71% -$1.39M ﹤0.01% 2228
2020
Q1 		$1.61M Sell
37,946
-195
-0.5% -$13.7K ﹤0.01% 1519
2019
Q4 		$3.33M Buy
38,141
+10,203
+37% +$831K ﹤0.01% 1592
2019
Q3 		$2.21M Buy
27,938
+26,308
+1,614% +$2.06M ﹤0.01% 1630
2019
Q2 		$123K Sell
1,630
-302
-16% -$24.5K ﹤0.01% 3214
2019
Q1 		$158K Sell
1,932
-105
-5% -$8.82K ﹤0.01% 2841
2018
Q4 		$150K Buy
2,037
+127
+7% +$10.8K ﹤0.01% 2728
2018
Q3 		$185K Buy
1,910
+643
+51% +$64.2K ﹤0.01% 2800
2018
Q2 		$120K Buy
1,267
+29
+2% +$2.94K ﹤0.01% 3033
2018
Q1 		$123K Hold
1,238
– – ﹤0.01% 2865
2017
Q4 		$114K Buy
1,238
+342
+38% +$30.2K ﹤0.01% 2954
2017
Q3 		$80K Sell
896
-18
-2% -$1.5K ﹤0.01% 3066
2017
Q2 		$76K Buy
914
+37
+4% +$3.02K ﹤0.01% 3083
2017
Q1 		$68K Sell
877
-356
-29% -$29K ﹤0.01% 2972
2016
Q4 		$99K Sell
1,233
-19
-2% -$1.46K ﹤0.01% 2843
2016
Q3 		$86K Sell
1,252
-17
-1% -$1.13K ﹤0.01% 2853
2016
Q2 		$80K Sell
1,269
-63
-5% -$3.74K ﹤0.01% 2890
2016
Q1 		$72K Sell
1,332
-2,440
-65% -$127K ﹤0.01% 2914
2015
Q4 		$225K Buy
3,772
+326
+9% +$21.3K ﹤0.01% 2361
2015
Q3 		$223K Sell
3,446
-316
-8% -$20.5K ﹤0.01% 2212
2015
Q2 		$262K Buy
3,762
+852
+29% +$55.8K ﹤0.01% 2284
2015
Q1 		$178K Sell
2,910
-38,962
-93% -$2.27M ﹤0.01% 2412
2014
Q4 		$2.51M Buy
41,872
+1,964
+5% +$127K ﹤0.01% 1320
2014
Q3 		$2.65M Buy
39,908
+596
+2% +$39.8K ﹤0.01% 1341
2014
Q2 		$2.62M Buy
39,312
+1,419
+4% +$92.8K ﹤0.01% 1349
2014
Q1 		$2.62M Sell
37,893
-824
-2% -$53.9K ﹤0.01% 1213
2013
Q4 		$2.57M Sell
38,717
-608
-2% -$38.5K ﹤0.01% 1081
2013
Q3 		$2.49M Buy
39,325
+15,849
+68% +$1.04M ﹤0.01% 1062
2013
Q2 		$1.5M Buy
+23,476
New +$1.49M ﹤0.01% 1219

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
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Bank of Montreal's BOKF Position: Q1 2026 in Review

Bank of Montreal reduced its BOK Financial (BOKF) stake by 12% in Q1 2026, selling an estimated $31.6K and leaving 1,738 shares worth $223K. The position accounts for ﹤0.01% of the portfolio, ranked #2867.

Bank of Montreal first reported a position in BOKF in Q2 2013 and has held it in 42 quarters since. The position peaked at $5.22M in Q1 2023. 289 funds tracked by Wall St. Rank hold BOKF as of Q1 2026.

  • Bank of Montreal held 1,738 shares of BOK Financial worth $223K as of Q1 2026.
  • Bank of Montreal sold 246 BOK Financial shares in Q1 2026, an estimated $31.6K.
  • BOK Financial made up ﹤0.01% of Bank of Montreal's portfolio in Q1 2026, its #2867 holding.
  • Bank of Montreal first reported a position in BOK Financial in Q2 2013 and has held it in 42 quarters since.
  • Bank of Montreal's BOK Financial position peaked at $5.22M in Q1 2023.
  • 289 funds tracked by Wall St. Rank held BOK Financial as of Q1 2026.

Based on Bank of Montreal's 13F filing for Q1 2026, filed 13 May 2026.