CIBC Private Wealth Group
BOKF icon

CIBC Private Wealth Group’s BOK Financial BOKF Stock Holding History

CIBC Private Wealth Group’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
-491
Closed -$54.7K – 3410
2025
Q3 		$54.7K Buy
+491
New +$52.5K ﹤0.01% 1749
2025
Q2 		– Sell
-41
Closed -$3.65K – 3104
2025
Q1 		$3.65K Buy
+41
New +$4.4K ﹤0.01% 2539

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CWM
CIBC World Markets New York $20.8B AUM
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
FGP
Freestone Grove Partners San Francisco, California $14.2B AUM 24.58% 1-Year Est. Return

CIBC Private Wealth Group's BOKF Position: Q4 2025 in Review

CIBC Private Wealth Group sold out of BOK Financial (BOKF) in Q4 2025, closing a stake of 491 shares — an estimated $54.7K sold.

CIBC Private Wealth Group first reported a position in BOKF in Q1 2025 and held it in 2 quarters. The position peaked at $54.7K in Q3 2025. 251 funds tracked by Wall St. Rank hold BOKF as of Q4 2025.

  • CIBC Private Wealth Group reported no remaining BOK Financial position as of Q4 2025 after selling out during the quarter.
  • CIBC Private Wealth Group sold 491 BOK Financial shares in Q4 2025, an estimated $54.7K.
  • CIBC Private Wealth Group first reported a position in BOK Financial in Q1 2025 and held it in 2 quarters.
  • CIBC Private Wealth Group's BOK Financial position peaked at $54.7K in Q3 2025.
  • 251 funds tracked by Wall St. Rank held BOK Financial as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.