CCM
BOKF icon

Coldstream Capital Management’s BOK Financial BOKF Stock Holding History

Coldstream Capital Management’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
Q2 		– Sell
-1,238
Closed -$129K – 1423
2025
Q1 		$129K Buy
+1,238
New +$133K ﹤0.01% 1217

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
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
CWM
CIBC World Markets New York $20.8B AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Coldstream Capital Management's BOKF Position: Q2 2025 in Review

Coldstream Capital Management sold out of BOK Financial (BOKF) in Q2 2025, closing a stake of 1,238 shares — an estimated $129K sold.

Coldstream Capital Management first reported a position in BOKF in Q1 2025 and held it in 1 quarter. The position peaked at $129K in Q1 2025. 245 funds tracked by Wall St. Rank hold BOKF as of Q2 2025.

  • Coldstream Capital Management reported no remaining BOK Financial position as of Q2 2025 after selling out during the quarter.
  • Coldstream Capital Management sold 1,238 BOK Financial shares in Q2 2025, an estimated $129K.
  • Coldstream Capital Management first reported a position in BOK Financial in Q1 2025 and held it in 1 quarter.
  • Coldstream Capital Management's BOK Financial position peaked at $129K in Q1 2025.
  • 245 funds tracked by Wall St. Rank held BOK Financial as of Q2 2025.

Based on Coldstream Capital Management's 13F filing for Q2 2025, filed 12 Aug 2025.