CX Institutional’s BOK Financial BOKF Stock Holding History

CX Institutional’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	$694K	Hold	5,000	–	–	0.02%	389
2026 Q1	$640K	Buy	+5,000	New	+$642K	0.02%	410

Other funds holding BOKF

GKFF

George Kaiser Family Foundation Tulsa, Oklahoma $1.04B AUM 36.93% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

MYIA

Mount Yale Investment Advisors Denver, Colorado $5.4B AUM 28.46% 1-Year Est. Return

VAS

Vestmark Advisory Solutions Wakefield, Massachusetts $10.6B AUM 25.02% 1-Year Est. Return

CX Institutional's BOKF Position: Q2 2026 in Review

CX Institutional held its BOK Financial (BOKF) position steady in Q2 2026 at 5,000 shares worth $694K. The position accounts for 0.02% of the portfolio, ranked #389.

CX Institutional first reported a position in BOKF in Q1 2026 and has held it in 2 quarters since. 306 funds tracked by Wall St. Rank hold BOKF as of Q2 2026.

CX Institutional held 5,000 shares of BOK Financial worth $694K as of Q2 2026.
CX Institutional left its BOK Financial share count unchanged in Q2 2026.
BOK Financial made up 0.02% of CX Institutional's portfolio in Q2 2026, its #389 holding.
CX Institutional first reported a position in BOK Financial in Q1 2026 and has held it in 2 quarters since.
306 funds tracked by Wall St. Rank held BOK Financial as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.