CI Investments Inc
BOKF icon

CI Investments Inc’s BOK Financial BOKF Stock Holding History

CI Investments Inc’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
-309
Closed -$34K – 728
2025
Q3 		$34K Sell
309
-192
-38% -$20.5K ﹤0.01% 1081
2025
Q2 		$49K Sell
501
-130
-21% -$12.2K ﹤0.01% 1028
2025
Q1 		$66K Buy
631
+18
+3% +$1.93K ﹤0.01% 1004
2024
Q4 		$65K Sell
613
-188
-23% -$21K ﹤0.01% 1009
2024
Q3 		$84K Buy
801
+75
+10% +$7.55K ﹤0.01% 893
2024
Q2 		$67K Buy
726
+3
+0.4% +$271 ﹤0.01% 911
2024
Q1 		$67K Buy
723
+131
+22% +$11.1K ﹤0.01% 970
2023
Q4 		$51K Buy
592
+150
+34% +$11.3K ﹤0.01% 977
2023
Q3 		$35K Hold
442
– – ﹤0.01% 1034
2023
Q2 		$36K Buy
442
+17
+4% +$1.4K ﹤0.01% 1025
2023
Q1 		$36K Buy
425
+34
+9% +$3.32K ﹤0.01% 981
2022
Q4 		$41K Sell
391
-239
-38% -$24.2K ﹤0.01% 975
2022
Q3 		$56K Sell
630
-35
-5% -$3.03K ﹤0.01% 807
2022
Q2 		$50K Sell
665
-511
-43% -$43.1K ﹤0.01% 829
2022
Q1 		$110K Hold
1,176
– – ﹤0.01% 840
2021
Q4 		$124K Sell
1,176
-123
-9% -$12.6K ﹤0.01% 850
2021
Q3 		$116K Buy
1,299
+85
+7% +$7.28K ﹤0.01% 835
2021
Q2 		$105K Buy
1,214
+446
+58% +$39.9K ﹤0.01% 859
2021
Q1 		$69K Buy
768
+12
+2% +$1.02K ﹤0.01% 842
2020
Q4 		$52K Buy
756
+192
+34% +$12.4K ﹤0.01% 833
2020
Q3 		$29K Buy
+564
New +$31K ﹤0.01% 802

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CWM
CIBC World Markets New York $20.8B AUM
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
State Street
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

CI Investments Inc's BOKF Position: Q4 2025 in Review

CI Investments Inc sold out of BOK Financial (BOKF) in Q4 2025, closing a stake of 309 shares — an estimated $34K sold.

CI Investments Inc first reported a position in BOKF in Q3 2020 and held it in 21 quarters. The position peaked at $124K in Q4 2021. 252 funds tracked by Wall St. Rank hold BOKF as of Q4 2025.

  • CI Investments Inc reported no remaining BOK Financial position as of Q4 2025 after selling out during the quarter.
  • CI Investments Inc sold 309 BOK Financial shares in Q4 2025, an estimated $34K.
  • CI Investments Inc first reported a position in BOK Financial in Q3 2020 and held it in 21 quarters.
  • CI Investments Inc's BOK Financial position peaked at $124K in Q4 2021.
  • 252 funds tracked by Wall St. Rank held BOK Financial as of Q4 2025.

Based on CI Investments Inc's 13F filing for Q4 2025, filed 12 Feb 2026.