Creative Planning’s BOK Financial BOKF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.66M | Buy |
12,981
+3,082
| +31% | +$396K | ﹤0.01% | 2052 |
|
|
2025
Q4 | $1.17M | Sell |
9,899
-217
| -2% | -$24.3K | ﹤0.01% | 2167 |
|
|
2025
Q3 | $1.13M | Buy |
10,116
+2,639
| +35% | +$282K | ﹤0.01% | 2004 |
|
|
2025
Q2 | $730K | Buy |
7,477
+1,412
| +23% | +$133K | ﹤0.01% | 2119 |
|
|
2025
Q1 | $632K | Buy |
6,065
+489
| +9% | +$52.5K | ﹤0.01% | 2082 |
|
|
2024
Q4 | $594K | Sell |
5,576
-6,370
| -53% | -$711K | ﹤0.01% | 2067 |
|
|
2024
Q3 | $1.25M | Buy |
11,946
+6,755
| +130% | +$680K | ﹤0.01% | 1347 |
|
|
2024
Q2 | $476K | Buy |
5,191
+2,071
| +66% | +$187K | ﹤0.01% | 1984 |
|
|
2024
Q1 | $287K | Buy |
+3,120
| New | +$264K | ﹤0.01% | 2286 |
|
|
2023
Q2 | – | Sell |
-4
| Closed | -$338 | – | 2673 |
|
|
2023
Q1 | $338 | Sell |
4
-2,303
| -100% | -$225K | ﹤0.01% | 2601 |
|
|
2022
Q4 | $239K | Buy |
+2,307
| New | +$234K | ﹤0.01% | 1895 |
|
|
2020
Q1 | – | Sell |
-3,454
| Closed | -$302K | – | 1890 |
|
|
2019
Q4 | $302K | Sell |
3,454
-205
| -6% | -$16.7K | ﹤0.01% | 1398 |
|
|
2019
Q3 | $290K | Buy |
+3,659
| New | +$287K | ﹤0.01% | 1384 |
|
|
2017
Q3 | – | Sell |
-1,154
| Closed | -$97K | – | 2109 |
|
|
2017
Q2 | $97K | Buy |
1,154
+100
| +9% | +$8.15K | ﹤0.01% | 2016 |
|
|
2017
Q1 | $82K | Buy |
1,054
+47
| +5% | +$3.83K | ﹤0.01% | 2085 |
|
|
2016
Q4 | $84K | Buy |
1,007
+172
| +21% | +$13.2K | ﹤0.01% | 1984 |
|
|
2016
Q3 | $58K | Sell |
835
-178
| -18% | -$11.8K | ﹤0.01% | 2238 |
|
|
2016
Q2 | $64K | Buy |
1,013
+116
| +13% | +$6.89K | ﹤0.01% | 1966 |
|
|
2016
Q1 | $49K | Hold |
897
| – | – | ﹤0.01% | 2121 |
|
|
2015
Q4 | $54K | Hold |
897
| – | – | ﹤0.01% | 2054 |
|
|
2015
Q3 | $58K | Buy |
+897
| New | +$58.3K | ﹤0.01% | 1932 |
|
|
2015
Q2 | – | Sell |
-709
| Closed | -$43K | – | 1332 |
|
|
2015
Q1 | $43K | Buy |
709
+275
| +63% | +$16K | ﹤0.01% | 2115 |
|
|
2014
Q4 | $26K | Hold |
434
| – | – | ﹤0.01% | 2462 |
|
|
2014
Q3 | $29K | Sell |
434
-75
| -15% | -$5K | ﹤0.01% | 2275 |
|
|
2014
Q2 | $34K | Buy |
509
+75
| +17% | +$4.91K | ﹤0.01% | 2137 |
|
|
2014
Q1 | $30K | Hold |
434
| – | – | ﹤0.01% | 2133 |
|
|
2013
Q4 | $29K | Hold |
434
| – | – | ﹤0.01% | 1965 |
|
|
2013
Q3 | $27K | Hold |
434
| – | – | ﹤0.01% | 1915 |
|
|
2013
Q2 | $28K | Buy |
+434
| New | +$27.5K | ﹤0.01% | 1714 |
|
Other funds holding BOKF
GKFF
AI
VPM
VCM
CBU
Creative Planning's BOKF Position: Q1 2026 in Review
Creative Planning increased its BOK Financial (BOKF) stake by 31% in Q1 2026, buying an estimated $396K and bringing the position to 12,981 shares worth $1.66M. The position accounts for ﹤0.01% of the portfolio, ranked #2052.
Creative Planning first reported a position in BOKF in Q2 2013 and has held it in 29 quarters since. 287 funds tracked by Wall St. Rank hold BOKF as of Q1 2026.
- Creative Planning held 12,981 shares of BOK Financial worth $1.66M as of Q1 2026.
- Creative Planning bought 3,082 BOK Financial shares in Q1 2026, an estimated $396K.
- BOK Financial made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #2052 holding.
- Creative Planning first reported a position in BOK Financial in Q2 2013 and has held it in 29 quarters since.
- 287 funds tracked by Wall St. Rank held BOK Financial as of Q1 2026.
Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.