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Edgestream Partners’s BOK Financial BOKF Stock Holding History

Edgestream Partners’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 		$10.5M Buy
75,357
+26,571
+54% +$3.51M 0.31% 54
2026
Q1 		$6.25M Buy
+48,786
New +$6.27M 0.21% 163
2025
Q3 		– Sell
-15,090
Closed -$1.47M – 880
2025
Q2 		$1.47M Sell
15,090
-31,431
-68% -$2.96M 0.04% 583
2025
Q1 		$4.85M Buy
46,521
+32,380
+229% +$3.48M 0.16% 229
2024
Q4 		$1.51M Sell
14,141
-2,332
-14% -$260K 0.06% 466
2024
Q3 		$1.72M Sell
16,473
-20,950
-56% -$2.11M 0.08% 444
2024
Q2 		$3.43M Buy
+37,423
New +$3.38M 0.17% 213

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
AI
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 $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
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

Edgestream Partners's BOKF Position: Q2 2026 in Review

Edgestream Partners increased its BOK Financial (BOKF) stake by 54% in Q2 2026, buying an estimated $3.51M and bringing the position to 75,357 shares worth $10.5M. The position accounts for 0.31% of the portfolio, ranked #54.

Edgestream Partners first reported a position in BOKF in Q2 2024 and has held it in 7 quarters since. 305 funds tracked by Wall St. Rank hold BOKF as of Q2 2026.

  • Edgestream Partners held 75,357 shares of BOK Financial worth $10.5M as of Q2 2026.
  • Edgestream Partners bought 26,571 BOK Financial shares in Q2 2026, an estimated $3.51M.
  • BOK Financial made up 0.31% of Edgestream Partners's portfolio in Q2 2026, its #54 holding.
  • Edgestream Partners first reported a position in BOK Financial in Q2 2024 and has held it in 7 quarters since.
  • 305 funds tracked by Wall St. Rank held BOK Financial as of Q2 2026.

Based on Edgestream Partners's 13F filing for Q2 2026, filed 11 Aug 2026.