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
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 $883M AUM 21.04% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
CBU
CIBC Bancorp USA Chicago, Illinois $74.4B AUM
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Capstone Investment Advisors's BOKF Position: Q1 2026 in Review

Capstone Investment Advisors reduced its BOK Financial (BOKF) stake by 32% in Q1 2026, selling an estimated $537K and leaving 8,782 shares worth $1.12M. The position accounts for ﹤0.01% of the portfolio, ranked #825.

Capstone Investment Advisors first reported a position in BOKF in Q1 2017 and has held it in 6 quarters since. The position peaked at $1.54M in Q4 2025. 287 funds tracked by Wall St. Rank hold BOKF as of Q1 2026.

  • Capstone Investment Advisors held 8,782 shares of BOK Financial worth $1.12M as of Q1 2026.
  • Capstone Investment Advisors sold 4,178 BOK Financial shares in Q1 2026, an estimated $537K.
  • BOK Financial made up ﹤0.01% of Capstone Investment Advisors's portfolio in Q1 2026, its #825 holding.
  • Capstone Investment Advisors first reported a position in BOK Financial in Q1 2017 and has held it in 6 quarters since.
  • Capstone Investment Advisors's BOK Financial position peaked at $1.54M in Q4 2025.
  • 287 funds tracked by Wall St. Rank held BOK Financial as of Q1 2026.

Based on Capstone Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.