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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
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 $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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
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
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Blue Trust Inc's BOKF Position: Q1 2026 in Review

Blue Trust Inc held its BOK Financial (BOKF) position steady in Q1 2026 at 56 shares worth $7.17K. The position accounts for ﹤0.01% of the portfolio, ranked #1913.

Blue Trust Inc first reported a position in BOKF in Q1 2023 and has held it in 9 quarters since. 287 funds tracked by Wall St. Rank hold BOKF as of Q1 2026.

  • Blue Trust Inc held 56 shares of BOK Financial worth $7.17K as of Q1 2026.
  • Blue Trust Inc left its BOK Financial share count unchanged in Q1 2026.
  • BOK Financial made up ﹤0.01% of Blue Trust Inc's portfolio in Q1 2026, its #1913 holding.
  • Blue Trust Inc first reported a position in BOK Financial in Q1 2023 and has held it in 9 quarters since.
  • 287 funds tracked by Wall St. Rank held BOK Financial as of Q1 2026.

Based on Blue Trust Inc's 13F filing for Q1 2026, filed 20 Apr 2026.