Cerity Partners
BOKF icon

Cerity Partners’s BOK Financial BOKF Stock Holding History

Cerity Partners’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 		$270K Buy
2,112
+229
+12% +$29.4K ﹤0.01% 2682
2025
Q4 		$223K Sell
1,883
-79
-4% -$8.86K ﹤0.01% 2575
2025
Q3 		$219K Sell
1,962
-388
-17% -$41.5K ﹤0.01% 2457
2025
Q2 		$229K Sell
2,350
-5,333
-69% -$502K ﹤0.01% 2281
2025
Q1 		$800K Sell
7,683
-295
-4% -$31.7K ﹤0.01% 1529
2024
Q4 		$847K Buy
7,978
+2,121
+36% +$237K ﹤0.01% 1495
2024
Q3 		$613K Buy
5,857
+3,670
+168% +$369K ﹤0.01% 1660
2024
Q2 		$200K Buy
+2,187
New +$198K ﹤0.01% 2030
2019
Q2 		– Sell
-4,630
Closed -$378K – 495
2019
Q1 		$378K Buy
+4,630
New +$389K 0.03% 374
2018
Q4 		– Sell
-4,394
Closed -$427K – 518
2018
Q3 		$427K Buy
4,394
+102
+2% +$10.2K 0.03% 359
2018
Q2 		$403K Buy
4,292
+79
+2% +$8.01K 0.03% 365
2018
Q1 		$417K Buy
4,213
+20
+0.5% +$1.93K 0.03% 371
2017
Q4 		$387K Hold
4,193
– – 0.03% 388
2017
Q3 		$374K Buy
+4,193
New +$350K 0.03% 379

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

Cerity Partners's BOKF Position: Q1 2026 in Review

Cerity Partners increased its BOK Financial (BOKF) stake by 12% in Q1 2026, buying an estimated $29.4K and bringing the position to 2,112 shares worth $270K. The position accounts for ﹤0.01% of the portfolio, ranked #2682.

Cerity Partners first reported a position in BOKF in Q3 2017 and has held it in 14 quarters since. The position peaked at $847K in Q4 2024. 287 funds tracked by Wall St. Rank hold BOKF as of Q1 2026.

  • Cerity Partners held 2,112 shares of BOK Financial worth $270K as of Q1 2026.
  • Cerity Partners bought 229 BOK Financial shares in Q1 2026, an estimated $29.4K.
  • BOK Financial made up ﹤0.01% of Cerity Partners's portfolio in Q1 2026, its #2682 holding.
  • Cerity Partners first reported a position in BOK Financial in Q3 2017 and has held it in 14 quarters since.
  • Cerity Partners's BOK Financial position peaked at $847K in Q4 2024.
  • 287 funds tracked by Wall St. Rank held BOK Financial as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.