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CVA Family Office’s BOK Financial BOKF Stock Holding History

CVA Family Office’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 		$14.4K Sell
104
-10
-9% -$1.32K ﹤0.01% 908
2026
Q1 		$14.6K Buy
+114
New +$14.6K ﹤0.01% 890

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
Ariel Investments
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 $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Mount Yale Investment Advisors
Mount Yale Investment Advisors Denver, Colorado $5.4B AUM 28.46% 1-Year Est. Return
Vestmark Advisory Solutions
Vestmark Advisory Solutions Wakefield, Massachusetts $10.6B AUM 25.02% 1-Year Est. Return

CVA Family Office's BOKF Position: Q2 2026 in Review

CVA Family Office reduced its BOK Financial (BOKF) stake by 8.8% in Q2 2026, selling an estimated $1.32K and leaving 104 shares worth $14.4K. The position accounts for ﹤0.01% of the portfolio, ranked #908.

CVA Family Office first reported a position in BOKF in Q1 2026 and has held it in 2 quarters since. The position peaked at $14.6K in Q1 2026. 305 funds tracked by Wall St. Rank hold BOKF as of Q2 2026.

  • CVA Family Office held 104 shares of BOK Financial worth $14.4K as of Q2 2026.
  • CVA Family Office sold 10 BOK Financial shares in Q2 2026, an estimated $1.32K.
  • BOK Financial made up ﹤0.01% of CVA Family Office's portfolio in Q2 2026, its #908 holding.
  • CVA Family Office first reported a position in BOK Financial in Q1 2026 and has held it in 2 quarters since.
  • CVA Family Office's BOK Financial position peaked at $14.6K in Q1 2026.
  • 305 funds tracked by Wall St. Rank held BOK Financial as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.