Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s BOK Financial BOKF Stock Holding History

Carson Wealth (CWM LLC)’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 		$160K Buy
1,251
+137
+12% +$17.6K ﹤0.01% 2913
2025
Q4 		$132K Sell
1,114
-26
-2% -$2.92K ﹤0.01% 2863
2025
Q3 		$127K Sell
1,140
-649
-36% -$69.4K ﹤0.01% 2789
2025
Q2 		$175K Sell
1,789
-5,658
-76% -$532K ﹤0.01% 2288
2025
Q1 		$776K Buy
7,447
+1,369
+23% +$147K ﹤0.01% 1278
2024
Q4 		$647K Buy
6,078
+4,622
+317% +$516K ﹤0.01% 1282
2024
Q3 		$152K Buy
1,456
+989
+212% +$99.5K ﹤0.01% 1918
2024
Q2 		$43K Buy
467
+79
+20% +$7.14K ﹤0.01% 2574
2024
Q1 		$36K Buy
388
+108
+39% +$9.15K ﹤0.01% 2512
2023
Q4 		$24K Buy
280
+242
+637% +$18.3K ﹤0.01% 2648
2023
Q3 		$3K Buy
38
+15
+65% +$1.27K ﹤0.01% 3635
2023
Q2 		$2K Buy
23
+16
+229% +$1.32K ﹤0.01% 3756
2023
Q1 		$1K Buy
+7
New +$684 ﹤0.01% 3778
2022
Q2 		– Sell
-32
Closed -$3K – 3790
2022
Q1 		$3K Buy
+32
New +$3.3K ﹤0.01% 3007
2019
Q1 		– Sell
-7
Closed -$1K – 2954
2018
Q4 		$1K Buy
+7
New +$593 ﹤0.01% 1847
2017
Q4 		– Sell
-21
Closed -$2K – 1461
2017
Q3 		$2K Buy
+21
New +$1.75K ﹤0.01% 1267

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 $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
CBU
CIBC Bancorp USA Chicago, Illinois $82.3B AUM
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Carson Wealth (CWM LLC)'s BOKF Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its BOK Financial (BOKF) stake by 12% in Q1 2026, buying an estimated $17.6K and bringing the position to 1,251 shares worth $160K. The position accounts for ﹤0.01% of the portfolio, ranked #2913.

Carson Wealth (CWM LLC) first reported a position in BOKF in Q3 2017 and has held it in 16 quarters since. The position peaked at $776K in Q1 2025. 292 funds tracked by Wall St. Rank hold BOKF as of Q1 2026.

  • Carson Wealth (CWM LLC) held 1,251 shares of BOK Financial worth $160K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 137 BOK Financial shares in Q1 2026, an estimated $17.6K.
  • BOK Financial made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2913 holding.
  • Carson Wealth (CWM LLC) first reported a position in BOK Financial in Q3 2017 and has held it in 16 quarters since.
  • Carson Wealth (CWM LLC)'s BOK Financial position peaked at $776K in Q1 2025.
  • 292 funds tracked by Wall St. Rank held BOK Financial as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.