Capstone Investment Advisors
BOKF icon

Capstone Investment Advisors’s BOK Financial BOKF Stock Holding History

Capstone Investment Advisors’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 		$1.52M Buy
10,980
+2,198
+25% +$290K ﹤0.01% 814
2026
Q1 		$1.12M Sell
8,782
-4,178
-32% -$537K ﹤0.01% 825
2025
Q4 		$1.54M Buy
12,960
+7,312
+129% +$820K ﹤0.01% 704
2025
Q3 		$629K Buy
5,648
+394
+7% +$42.1K ﹤0.01% 1244
2025
Q2 		$513K Buy
+5,254
New +$494K ﹤0.01% 1129
2024
Q2 		– Sell
-5,327
Closed -$490K – 2103
2024
Q1 		$490K Buy
+5,327
New +$452K ﹤0.01% 1571
2017
Q2 		– Sell
-6,700
Closed -$524K – 652
2017
Q1 		$524K Buy
+6,700
New +$546K 0.01% 588

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
AI
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
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

Capstone Investment Advisors's BOKF Position: Q2 2026 in Review

Capstone Investment Advisors increased its BOK Financial (BOKF) stake by 25% in Q2 2026, buying an estimated $290K and bringing the position to 10,980 shares worth $1.52M. The position accounts for ﹤0.01% of the portfolio, ranked #814.

Capstone Investment Advisors first reported a position in BOKF in Q1 2017 and has held it in 7 quarters since. The position peaked at $1.54M in Q4 2025. 305 funds tracked by Wall St. Rank hold BOKF as of Q2 2026.

  • Capstone Investment Advisors held 10,980 shares of BOK Financial worth $1.52M as of Q2 2026.
  • Capstone Investment Advisors bought 2,198 BOK Financial shares in Q2 2026, an estimated $290K.
  • BOK Financial made up ﹤0.01% of Capstone Investment Advisors's portfolio in Q2 2026, its #814 holding.
  • Capstone Investment Advisors first reported a position in BOK Financial in Q1 2017 and has held it in 7 quarters since.
  • Capstone Investment Advisors's BOK Financial position peaked at $1.54M in Q4 2025.
  • 305 funds tracked by Wall St. Rank held BOK Financial as of Q2 2026.

Based on Capstone Investment Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.