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COWA LLC’s BOK Financial BOKF Stock Holding History

COWA LLC’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 		$784K Hold
6,123
– – 0.21% 80
2025
Q4 		$725K Buy
6,123
+101
+2% +$11.3K 0.22% 73
2025
Q3 		$671K Hold
6,022
– – 0.22% 77
2025
Q2 		$588K Hold
6,022
– – 0.22% 77
2025
Q1 		$627K Hold
6,022
– – 0.27% 70
2024
Q4 		$641K Hold
6,022
– – 0.3% 64
2024
Q3 		$630K Hold
6,022
– – 0.3% 66
2024
Q2 		$552K Hold
6,022
– – 0.29% 64
2024
Q1 		$554K Hold
6,022
– – 0.33% 60
2023
Q4 		$516K Hold
6,022
– – 0.32% 56
2023
Q3 		$482K Sell
6,022
-175
-3% -$14.8K 0.33% 58
2023
Q2 		$501K Hold
6,197
– – 0.33% 57
2023
Q1 		$523K Hold
6,197
– – 0.43% 55
2022
Q4 		$643K Sell
6,197
-200
-3% -$20.3K 0.4% 53
2022
Q3 		$568K Hold
6,397
– – 0.37% 59
2022
Q2 		$483K Hold
6,397
– – 0.28% 74
2022
Q1 		$601K Hold
6,397
– – 0.3% 66
2021
Q4 		$675K Hold
6,397
– – 0.34% 51
2021
Q3 		$573K Hold
6,397
– – 0.33% 57
2021
Q2 		$558K Sell
6,397
-100
-2% -$8.94K 0.35% 53
2021
Q1 		$583K Hold
6,497
– – 0.35% 55
2020
Q4 		$500K Buy
+6,497
New +$419K 0.38% 56

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

COWA LLC's BOKF Position: Q1 2026 in Review

COWA LLC held its BOK Financial (BOKF) position steady in Q1 2026 at 6,123 shares worth $784K. The position accounts for 0.21% of the portfolio, ranked #80.

COWA LLC first reported a position in BOKF in Q4 2020 and has held it in 22 quarters since. 287 funds tracked by Wall St. Rank hold BOKF as of Q1 2026.

  • COWA LLC held 6,123 shares of BOK Financial worth $784K as of Q1 2026.
  • COWA LLC left its BOK Financial share count unchanged in Q1 2026.
  • BOK Financial made up 0.21% of COWA LLC's portfolio in Q1 2026, its #80 holding.
  • COWA LLC first reported a position in BOK Financial in Q4 2020 and has held it in 22 quarters since.
  • 287 funds tracked by Wall St. Rank held BOK Financial as of Q1 2026.

Based on COWA LLC's 13F filing for Q1 2026, filed 14 May 2026.