BGAI
BOKF icon

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
Q2 		– Sell
-3
Closed -$384 – 1043
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 $1.04B AUM 36.93% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Ariel Investments
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Mount Yale Investment Advisors
Mount Yale Investment Advisors Denver, Colorado $5.4B AUM 28.46% 1-Year Est. Return
Vestmark Advisory Solutions
Vestmark Advisory Solutions Wakefield, Massachusetts $10.6B AUM 25.02% 1-Year Est. Return

Bruce G. Allen Investments's BOKF Position: Q2 2026 in Review

Bruce G. Allen Investments sold out of BOK Financial (BOKF) in Q2 2026, closing a stake of 3 shares — an estimated $384 sold.

Bruce G. Allen Investments first reported a position in BOKF in Q4 2023 and held it in 10 quarters. The position peaked at $384 in Q1 2026. 305 funds tracked by Wall St. Rank hold BOKF as of Q2 2026.

  • Bruce G. Allen Investments reported no remaining BOK Financial position as of Q2 2026 after selling out during the quarter.
  • Bruce G. Allen Investments sold 3 BOK Financial shares in Q2 2026, an estimated $384.
  • Bruce G. Allen Investments first reported a position in BOK Financial in Q4 2023 and held it in 10 quarters.
  • Bruce G. Allen Investments's BOK Financial position peaked at $384 in Q1 2026.
  • 305 funds tracked by Wall St. Rank held BOK Financial as of Q2 2026.

Based on Bruce G. Allen Investments's 13F filing for Q2 2026, filed 31 Jul 2026.