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MORN icon

BOK Financial’s Morningstar MORN Stock Holding History

BOK Financial’s Portfolio MORN Stock Details MORN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$50.7K Sell
325
-11
-3% -$1.91K ﹤0.01% 835
2026
Q1 		$56.8K Buy
336
+11
+3% +$2.04K ﹤0.01% 813
2025
Q4 		$70.6K Hold
325
– – ﹤0.01% 805
2025
Q3 		$75.4K Hold
325
– – ﹤0.01% 796
2025
Q2 		$102K Sell
325
-20
-6% -$5.92K ﹤0.01% 764
2025
Q1 		$103K Hold
345
– – ﹤0.01% 765
2024
Q4 		$109K Hold
345
– – ﹤0.01% 742
2024
Q3 		$109K Hold
345
– – ﹤0.01% 749
2024
Q2 		$102K Buy
345
+20
+6% +$5.92K ﹤0.01% 815
2024
Q1 		$99.6K Hold
325
– – ﹤0.01% 791
2023
Q4 		$93K Hold
325
– – ﹤0.01% 746
2023
Q3 		$82.3K Hold
325
– – ﹤0.01% 725
2023
Q2 		$63.7K Sell
325
-118
-27% -$23.4K ﹤0.01% 775
2023
Q1 		$89.9K Buy
+443
New +$97.4K ﹤0.01% 771
2021
Q1 		– Sell
-1,134
Closed -$263K – 930
2020
Q4 		$263K Sell
1,134
-857
-43% -$170K 0.01% 801
2020
Q3 		$320K Sell
1,991
-3,568
-64% -$564K 0.01% 711
2020
Q2 		$784K Sell
5,559
-295
-5% -$41.6K 0.02% 512
2020
Q1 		$681K Sell
5,854
-240
-4% -$34.8K 0.02% 500
2019
Q4 		$922K Buy
6,094
+2,109
+53% +$324K 0.02% 530
2019
Q3 		$582K Buy
+3,985
New +$614K 0.01% 635
2016
Q2 		– Sell
-5,178
Closed -$457K – 874
2016
Q1 		$457K Buy
+5,178
New +$413K 0.02% 594

Other funds holding MORN

BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

BOK Financial's MORN Position: Q2 2026 in Review

BOK Financial reduced its Morningstar (MORN) stake by 3.3% in Q2 2026, selling an estimated $1.91K and leaving 325 shares worth $50.7K. The position accounts for ﹤0.01% of the portfolio, ranked #835.

BOK Financial first reported a position in MORN in Q1 2016 and has held it in 21 quarters since. The position peaked at $922K in Q4 2019. 419 funds tracked by Wall St. Rank hold MORN as of Q2 2026.

  • BOK Financial held 325 shares of Morningstar worth $50.7K as of Q2 2026.
  • BOK Financial sold 11 Morningstar shares in Q2 2026, an estimated $1.91K.
  • Morningstar made up ﹤0.01% of BOK Financial's portfolio in Q2 2026, its #835 holding.
  • BOK Financial first reported a position in Morningstar in Q1 2016 and has held it in 21 quarters since.
  • BOK Financial's Morningstar position peaked at $922K in Q4 2019.
  • 419 funds tracked by Wall St. Rank held Morningstar as of Q2 2026.

Based on BOK Financial's 13F filing for Q2 2026, filed 10 Aug 2026.