Blue Trust Inc’s BOK Financial BOKF Stock Holding History

Blue Trust 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 Q2	–	Sell	-56	Closed	-$7.17K	–	2468
2026 Q1	$7.17K	Hold	56	–	–	﹤0.01%	1913
2025 Q4	$6.63K	Hold	56	–	–	﹤0.01%	1949
2025 Q3	$6.24K	Hold	56	–	–	﹤0.01%	1949
2025 Q2	$5.47K	Hold	56	–	–	﹤0.01%	1983
2025 Q1	$5.83K	Buy	+56	New	+$6.02K	﹤0.01%	2078
2024 Q4	–	Sell	-60	Closed	-$5.5K	–	2503
2024 Q3	$5.5K	Buy	60 +53	+757%	+$5.33K	﹤0.01%	2373
2024 Q2	$644	Buy	+7	New	+$632	﹤0.01%	2589
2024 Q1	–	Sell	-38	Closed	-$3K	–	2235
2023 Q4	$3K	Buy	+38	New	+$2.87K	﹤0.01%	1987
2023 Q2	–	Sell	-3	Closed	–	–	2046
2023 Q1	$0	Buy	+3	New	+$293	﹤0.01%	2318

Other funds holding BOKF

GKFF

George Kaiser Family Foundation Tulsa, Oklahoma $1.04B AUM 36.93% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

MYIA

Mount Yale Investment Advisors Denver, Colorado $5.4B AUM 28.46% 1-Year Est. Return

VAS

Vestmark Advisory Solutions Wakefield, Massachusetts $10.6B AUM 25.02% 1-Year Est. Return

Blue Trust Inc's BOKF Position: Q2 2026 in Review

Blue Trust Inc sold out of BOK Financial (BOKF) in Q2 2026, closing a stake of 56 shares — an estimated $7.17K sold.

Blue Trust Inc first reported a position in BOKF in Q1 2023 and held it in 9 quarters. The position peaked at $7.17K in Q1 2026. 305 funds tracked by Wall St. Rank hold BOKF as of Q2 2026.

Blue Trust Inc reported no remaining BOK Financial position as of Q2 2026 after selling out during the quarter.
Blue Trust Inc sold 56 BOK Financial shares in Q2 2026, an estimated $7.17K.
Blue Trust Inc first reported a position in BOK Financial in Q1 2023 and held it in 9 quarters.
Blue Trust Inc's BOK Financial position peaked at $7.17K in Q1 2026.
305 funds tracked by Wall St. Rank held BOK Financial as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.