Corient Private Wealth
BOKF icon

Corient Private Wealth’s BOK Financial BOKF Stock Holding History

Corient Private Wealth’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 		$592K Buy
4,261
+574
+16% +$75.9K ﹤0.01% 2106
2026
Q1 		$458K Buy
3,687
+1,148
+45% +$148K ﹤0.01% 2080
2025
Q4 		$301K Buy
+2,539
New +$285K ﹤0.01% 2175

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
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
MYIA
Mount Yale Investment Advisors Denver, Colorado $5.4B AUM 28.46% 1-Year Est. Return
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $10.6B AUM 25.02% 1-Year Est. Return

Corient Private Wealth's BOKF Position: Q2 2026 in Review

Corient Private Wealth increased its BOK Financial (BOKF) stake by 16% in Q2 2026, buying an estimated $75.9K and bringing the position to 4,261 shares worth $592K. The position accounts for ﹤0.01% of the portfolio, ranked #2106.

Corient Private Wealth first reported a position in BOKF in Q4 2025 and has held it in 3 quarters since. 305 funds tracked by Wall St. Rank hold BOKF as of Q2 2026.

  • Corient Private Wealth held 4,261 shares of BOK Financial worth $592K as of Q2 2026.
  • Corient Private Wealth bought 574 BOK Financial shares in Q2 2026, an estimated $75.9K.
  • BOK Financial made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #2106 holding.
  • Corient Private Wealth first reported a position in BOK Financial in Q4 2025 and has held it in 3 quarters since.
  • 305 funds tracked by Wall St. Rank held BOK Financial as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.