Caprock Group’s BOK Financial BOKF Stock Holding History

Caprock Group’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
2025 Q4	–	Sell	-2,458	Closed	-$274K	–	1207
2025 Q3	$274K	Buy	+2,458	New	+$263K	0.01%	972
2025 Q1	$386K	Buy	+3,710	New	+$399K	0.01%	807

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

CWM

CIBC World Markets New York $20.8B AUM

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

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

FGP

Freestone Grove Partners San Francisco, California $15.6B AUM 27.39% 1-Year Est. Return

Caprock Group's BOKF Position: Q4 2025 in Review

Caprock Group sold out of BOK Financial (BOKF) in Q4 2025, closing a stake of 2,458 shares — an estimated $274K sold.

Caprock Group first reported a position in BOKF in Q1 2025 and held it in 2 quarters. The position peaked at $386K in Q1 2025. 252 funds tracked by Wall St. Rank hold BOKF as of Q4 2025.

Caprock Group reported no remaining BOK Financial position as of Q4 2025 after selling out during the quarter.
Caprock Group sold 2,458 BOK Financial shares in Q4 2025, an estimated $274K.
Caprock Group first reported a position in BOK Financial in Q1 2025 and held it in 2 quarters.
Caprock Group's BOK Financial position peaked at $386K in Q1 2025.
252 funds tracked by Wall St. Rank held BOK Financial as of Q4 2025.

Based on Caprock Group's 13F filing for Q4 2025, filed 28 Jan 2026.