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Cornerstone Financial Management’s BOK Financial BOKF Stock Holding History

Cornerstone Financial 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
2026
Q2 		$1.11K Hold
8
– – ﹤0.01% 1055
2026
Q1 		$1.02K Hold
8
– – ﹤0.01% 972
2025
Q4 		$948 Buy
+8
New +$897 ﹤0.01% 953

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

Cornerstone Financial Management's BOKF Position: Q2 2026 in Review

Cornerstone Financial Management held its BOK Financial (BOKF) position steady in Q2 2026 at 8 shares worth $1.11K. The position accounts for ﹤0.01% of the portfolio, ranked #1055.

Cornerstone Financial Management first reported a position in BOKF in Q4 2025 and has held it in 3 quarters since. 306 funds tracked by Wall St. Rank hold BOKF as of Q2 2026.

  • Cornerstone Financial Management held 8 shares of BOK Financial worth $1.11K as of Q2 2026.
  • Cornerstone Financial Management left its BOK Financial share count unchanged in Q2 2026.
  • BOK Financial made up ﹤0.01% of Cornerstone Financial Management's portfolio in Q2 2026, its #1055 holding.
  • Cornerstone Financial Management first reported a position in BOK Financial in Q4 2025 and has held it in 3 quarters since.
  • 306 funds tracked by Wall St. Rank held BOK Financial as of Q2 2026.

Based on Cornerstone Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.