Concurrent Investment Advisors’s BOK Financial BOKF Stock Holding History

Concurrent Investment Advisors’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 Q2	$504K	Buy	3,626 +77	+2%	+$10.2K	﹤0.01%	1395
2026 Q1	$454K	Buy	3,549 +296	+9%	+$38K	﹤0.01%	1262
2025 Q4	$385K	Buy	3,253 +44	+1%	+$4.93K	﹤0.01%	1263
2025 Q3	$358K	Buy	3,209 +56	+2%	+$5.99K	0.01%	1068
2025 Q2	$308K	Hold	3,153	–	–	0.01%	1057
2025 Q1	$328K	Hold	3,153	–	–	0.01%	882
2024 Q4	$336K	Hold	3,153	–	–	0.01%	790
2024 Q3	$330K	Hold	3,153	–	–	0.01%	746
2024 Q2	$289K	Hold	3,153	–	–	0.01%	749
2024 Q1	$290K	Hold	3,153	–	–	0.01%	685
2023 Q4	$270K	Buy	+3,153	New	+$238K	0.01%	681

Other funds holding BOKF

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

Isthmus Partners Madison, Wisconsin $1.03B AUM 22.86% 1-Year Est. Return

Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return

PCM

Polaris Capital Management Boston, Massachusetts $1.06B AUM 40.82% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

OTL

Oak Thistle LLC New York $1.03B AUM 26.06% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

Concurrent Investment Advisors's BOKF Position: Q2 2026 in Review

Concurrent Investment Advisors increased its BOK Financial (BOKF) stake by 2.2% in Q2 2026, buying an estimated $10.2K and bringing the position to 3,626 shares worth $504K. The position accounts for ﹤0.01% of the portfolio, ranked #1395.

Concurrent Investment Advisors first reported a position in BOKF in Q4 2023 and has held it in 11 quarters since. 54 funds tracked by Wall St. Rank hold BOKF as of Q2 2026.

Concurrent Investment Advisors held 3,626 shares of BOK Financial worth $504K as of Q2 2026.
Concurrent Investment Advisors bought 77 BOK Financial shares in Q2 2026, an estimated $10.2K.
BOK Financial made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1395 holding.
Concurrent Investment Advisors first reported a position in BOK Financial in Q4 2023 and has held it in 11 quarters since.
54 funds tracked by Wall St. Rank held BOK Financial as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.