Burk Holdings
BOKF icon

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
Q3 		$154K Buy
1,216
+1
+0.1% +$139 0.05% 94
2026
Q2 		$169K Sell
1,215
-56
-4% -$7.4K 0.06% 81
2026
Q1 		$163K Buy
+1,271
New +$163K 0.07% 83

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Ariel Investments
Ariel Investments Chicago, Illinois $9.6B AUM 22.21% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Mount Yale Investment Advisors
Mount Yale Investment Advisors Denver, Colorado $5.96B AUM 22.06% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
CIBC Bancorp USA
CIBC Bancorp USA Chicago, Illinois $79.9B AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Burk Holdings's BOKF Position: Q3 2026 in Review

Burk Holdings increased its BOK Financial (BOKF) stake by 0.08% in Q3 2026, buying an estimated $139 and bringing the position to 1,216 shares worth $154K. The position accounts for 0.05% of the portfolio, ranked #94.

Burk Holdings first reported a position in BOKF in Q1 2026 and has held it in 3 quarters since. The position peaked at $169K in Q2 2026. 244 funds tracked by Wall St. Rank hold BOKF as of Q3 2026.

  • Burk Holdings held 1,216 shares of BOK Financial worth $154K as of Q3 2026.
  • Burk Holdings bought 1 BOK Financial share in Q3 2026, an estimated $139.
  • BOK Financial made up 0.05% of Burk Holdings's portfolio in Q3 2026, its #94 holding.
  • Burk Holdings first reported a position in BOK Financial in Q1 2026 and has held it in 3 quarters since.
  • Burk Holdings's BOK Financial position peaked at $169K in Q2 2026.
  • 244 funds tracked by Wall St. Rank held BOK Financial as of Q3 2026.

Based on Burk Holdings's 13F filing for Q3 2026, filed 5 Nov 2026.