Burk Holdings’s BOK Financial BOKF Stock Holding History

Burk Holdings’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	$169K	Sell	1,215 -56	-4%	-$7.4K	0.06%	81
2026 Q1	$163K	Buy	+1,271	New	+$163K	0.07%	83

Other funds holding BOKF

GKFF

George Kaiser Family Foundation Tulsa, Oklahoma $1.04B AUM 36.93% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

MYIA

Mount Yale Investment Advisors Denver, Colorado $5.4B AUM 28.46% 1-Year Est. Return

VAS

Vestmark Advisory Solutions Wakefield, Massachusetts $10.6B AUM 25.02% 1-Year Est. Return

Burk Holdings's BOKF Position: Q2 2026 in Review

Burk Holdings reduced its BOK Financial (BOKF) stake by 4.4% in Q2 2026, selling an estimated $7.4K and leaving 1,215 shares worth $169K. The position accounts for 0.06% of the portfolio, ranked #81.

Burk Holdings first reported a position in BOKF in Q1 2026 and has held it in 2 quarters since. 306 funds tracked by Wall St. Rank hold BOKF as of Q2 2026.

Burk Holdings held 1,215 shares of BOK Financial worth $169K as of Q2 2026.
Burk Holdings sold 56 BOK Financial shares in Q2 2026, an estimated $7.4K.
BOK Financial made up 0.06% of Burk Holdings's portfolio in Q2 2026, its #81 holding.
Burk Holdings first reported a position in BOK Financial in Q1 2026 and has held it in 2 quarters since.
306 funds tracked by Wall St. Rank held BOK Financial as of Q2 2026.

Based on Burk Holdings's 13F filing for Q2 2026, filed 13 Aug 2026.