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Bruce G. Allen Investments’s BOK Financial BOKF Stock Holding History

Bruce G. Allen Investments’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 		$384 Hold
3
– – ﹤0.01% 1008
2025
Q4 		$355 Hold
3
– – ﹤0.01% 1010
2025
Q3 		$334 Hold
3
– – ﹤0.01% 1011
2025
Q2 		$293 Hold
3
– – ﹤0.01% 1026
2025
Q1 		$312 Hold
3
– – ﹤0.01% 1016
2024
Q4 		$319 Hold
3
– – ﹤0.01% 1022
2024
Q3 		$314 Hold
3
– – ﹤0.01% 1042
2024
Q2 		$275 Hold
3
– – ﹤0.01% 923
2024
Q1 		$276 Hold
3
– – ﹤0.01% 915
2023
Q4 		$257 Buy
+3
New +$226 ﹤0.01% 969

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

Bruce G. Allen Investments's BOKF Position: Q1 2026 in Review

Bruce G. Allen Investments held its BOK Financial (BOKF) position steady in Q1 2026 at 3 shares worth $384. The position accounts for ﹤0.01% of the portfolio, ranked #1008.

Bruce G. Allen Investments first reported a position in BOKF in Q4 2023 and has held it in 10 quarters since. 287 funds tracked by Wall St. Rank hold BOKF as of Q1 2026.

  • Bruce G. Allen Investments held 3 shares of BOK Financial worth $384 as of Q1 2026.
  • Bruce G. Allen Investments left its BOK Financial share count unchanged in Q1 2026.
  • BOK Financial made up ﹤0.01% of Bruce G. Allen Investments's portfolio in Q1 2026, its #1008 holding.
  • Bruce G. Allen Investments first reported a position in BOK Financial in Q4 2023 and has held it in 10 quarters since.
  • 287 funds tracked by Wall St. Rank held BOK Financial as of Q1 2026.

Based on Bruce G. Allen Investments's 13F filing for Q1 2026, filed 8 May 2026.