Diversified Trust’s BOK Financial BOKF Stock Holding History

Diversified Trust’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	$507K	Buy	+4,010	New	+$556K	0.01%	686
2016 Q1	–	Sell	-5,285	Closed	-$316K	–	388
2015 Q4	$316K	Sell	5,285 -2,510	-32%	-$164K	0.03%	316
2015 Q3	$504K	Hold	7,795	–	–	0.05%	262
2015 Q2	$542K	Hold	7,795	–	–	0.05%	284
2015 Q1	$477K	Buy	+7,795	New	+$455K	0.04%	326

Other funds holding BOKF

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Mount Yale Investment Advisors Denver, Colorado $5.96B AUM 22.06% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

William Blair & Company Chicago, Illinois $38.6B AUM 22.09% 1-Year Est. Return

Arbejdsmarkedets Tillaegspension Hilleroed $3.93B AUM 7.98% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.4B AUM 32.2% 1-Year Est. Return

Diversified Trust's BOKF Position: Q3 2026 in Review

Diversified Trust opened a new position in BOK Financial (BOKF) in Q3 2026: 4,010 shares worth $507K. The stake represents 0.01% of the portfolio and ranks #686 among its holdings. This is a return to the name: Diversified Trust previously reported a position in BOKF as recently as Q4 2015.

Diversified Trust first reported a position in BOKF in Q1 2015 and has held it in 5 quarters since. The position peaked at $542K in Q2 2015. 164 funds tracked by Wall St. Rank hold BOKF as of Q3 2026.

Diversified Trust held 4,010 shares of BOK Financial worth $507K as of Q3 2026.
BOK Financial was a new Diversified Trust position in Q3 2026.
BOK Financial made up 0.01% of Diversified Trust's portfolio in Q3 2026, its #686 holding.
Diversified Trust first reported a position in BOK Financial in Q1 2015 and has held it in 5 quarters since.
Diversified Trust's BOK Financial position peaked at $542K in Q2 2015.
164 funds tracked by Wall St. Rank held BOK Financial as of Q3 2026.

Based on Diversified Trust's 13F filing for Q3 2026, filed 6 Nov 2026.