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BOK Financial’s Interactive Brokers IBKR Stock Holding History

BOK Financial’s Portfolio IBKR Stock Details IBKR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$9.79K Buy
+146
New +$10.4K ﹤0.01% 959
2025
Q4 		– Sell
-167
Closed -$11.5K – 1063
2025
Q3 		$11.5K Sell
167
-57
-25% -$3.59K ﹤0.01% 1015
2025
Q2 		$12.4K Sell
224
-26,944
-99% -$1.28M ﹤0.01% 953
2025
Q1 		$1.12M Buy
+27,168
New +$1.35M 0.02% 419
2024
Q2 		– Sell
-800
Closed -$22.4K – 1216
2024
Q1 		$22.4K Buy
+800
New +$19.9K ﹤0.01% 902
2017
Q2 		– Sell
-65,032
Closed -$565K – 908
2017
Q1 		$565K Buy
65,032
+19,728
+44% +$184K 0.02% 629
2016
Q4 		$413K Buy
45,304
+1,088
+2% +$9.9K 0.01% 691
2016
Q3 		$390K Buy
44,216
+19,664
+80% +$174K 0.01% 701
2016
Q2 		$218K Buy
+24,552
New +$234K 0.01% 782

Other funds holding IBKR

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CCM
Cantillon Capital Management New York $15.1B AUM 23.54% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.45B AUM 39.53% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return