C
BOKF icon

Covestor’s BOK Financial BOKF Stock Holding History

Covestor’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
Q1 		$28K Sell
213
-153
-42% -$19.7K 0.02% 974
2025
Q4 		$43K Buy
366
+190
+108% +$21.3K 0.02% 958
2025
Q3 		$20K Sell
176
-38
-18% -$4.06K 0.01% 1265
2025
Q2 		$21K Buy
214
+116
+118% +$10.9K 0.01% 1230
2025
Q1 		$10K Hold
98
– – 0.01% 1476
2024
Q4 		$10K Buy
98
+2
+2% +$223 0.01% 1521
2024
Q3 		$10K Sell
96
-213
-69% -$21.4K 0.01% 1544
2024
Q2 		$28K Sell
309
-162
-34% -$14.6K 0.02% 1069
2024
Q1 		$43K Buy
471
+369
+362% +$31.3K 0.03% 942
2023
Q4 		$9K Sell
102
-212
-68% -$16K 0.01% 1625
2023
Q3 		$25K Buy
314
+214
+214% +$18.1K 0.02% 1035
2023
Q2 		$8K Sell
100
-1
-1% -$82 0.01% 1559
2023
Q1 		$9K Sell
101
-10
-9% -$978 0.01% 1344
2022
Q4 		$12K Sell
111
-404
-78% -$41K 0.01% 1223
2022
Q3 		$46K Buy
515
+260
+102% +$22.5K 0.04% 724
2022
Q2 		$19K Buy
255
+115
+82% +$9.7K 0.02% 986
2022
Q1 		$13K Sell
140
-154
-52% -$15.9K 0.01% 1210
2021
Q4 		$31K Buy
+294
New +$30.2K 0.04% 740

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
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
CBU
CIBC Bancorp USA Chicago, Illinois $74.4B AUM
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Covestor's BOKF Position: Q1 2026 in Review

Covestor reduced its BOK Financial (BOKF) stake by 42% in Q1 2026, selling an estimated $19.7K and leaving 213 shares worth $28K. The position accounts for 0.02% of the portfolio, ranked #974.

Covestor first reported a position in BOKF in Q4 2021 and has held it in 18 quarters since. The position peaked at $46K in Q3 2022. 287 funds tracked by Wall St. Rank hold BOKF as of Q1 2026.

  • Covestor held 213 shares of BOK Financial worth $28K as of Q1 2026.
  • Covestor sold 153 BOK Financial shares in Q1 2026, an estimated $19.7K.
  • BOK Financial made up 0.02% of Covestor's portfolio in Q1 2026, its #974 holding.
  • Covestor first reported a position in BOK Financial in Q4 2021 and has held it in 18 quarters since.
  • Covestor's BOK Financial position peaked at $46K in Q3 2022.
  • 287 funds tracked by Wall St. Rank held BOK Financial as of Q1 2026.

Based on Covestor's 13F filing for Q1 2026, filed 5 May 2026.