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Evergreen Capital Management’s BOK Financial BOKF Stock Holding History

Evergreen Capital Management’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 		$212K Buy
+1,524
New +$201K ﹤0.01% 1436

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

Evergreen Capital Management's BOKF Position: Q2 2026 in Review

Evergreen Capital Management opened a new position in BOK Financial (BOKF) in Q2 2026: 1,524 shares worth $212K. The stake represents ﹤0.01% of the portfolio and ranks #1436 among its holdings.

306 funds tracked by Wall St. Rank hold BOKF as of Q2 2026.

  • Evergreen Capital Management held 1,524 shares of BOK Financial worth $212K as of Q2 2026.
  • BOK Financial was a new Evergreen Capital Management position in Q2 2026.
  • BOK Financial made up ﹤0.01% of Evergreen Capital Management's portfolio in Q2 2026, its #1436 holding.
  • 306 funds tracked by Wall St. Rank held BOK Financial as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.