Covestor
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
Q3 		$7K Hold
55
– – ﹤0.01% 1705
2026
Q2 		$8K Sell
55
-158
-74% -$20.9K ﹤0.01% 1711
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

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Mount Yale Investment Advisors
Mount Yale Investment Advisors Denver, Colorado $5.96B AUM 22.06% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Arbejdsmarkedets Tillaegspension
Arbejdsmarkedets Tillaegspension Hilleroed $3.93B AUM 7.98% 1-Year Est. Return
BOK Financial
BOK Financial Tulsa, Oklahoma $6.69B AUM 26.84% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
PGCM
Prescott Group Capital Management Tulsa, Oklahoma $1.11B AUM 20.16% 1-Year Est. Return
Cambiar Investors
Cambiar Investors Denver, Colorado $2.48B AUM 19.65% 1-Year Est. Return
Isthmus Partners
Isthmus Partners Madison, Wisconsin $1.04B AUM 19.97% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Covestor's BOKF Position: Q3 2026 in Review

Covestor held its BOK Financial (BOKF) position steady in Q3 2026 at 55 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #1705.

Covestor first reported a position in BOKF in Q4 2021 and has held it in 20 quarters since. The position peaked at $46K in Q3 2022. 92 funds tracked by Wall St. Rank hold BOKF as of Q3 2026.

  • Covestor held 55 shares of BOK Financial worth $7K as of Q3 2026.
  • Covestor left its BOK Financial share count unchanged in Q3 2026.
  • BOK Financial made up ﹤0.01% of Covestor's portfolio in Q3 2026, its #1705 holding.
  • Covestor first reported a position in BOK Financial in Q4 2021 and has held it in 20 quarters since.
  • Covestor's BOK Financial position peaked at $46K in Q3 2022.
  • 92 funds tracked by Wall St. Rank held BOK Financial as of Q3 2026.

Based on Covestor's 13F filing for Q3 2026, filed 30 Oct 2026.