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Forum Financial Management’s BOK Financial BOKF Stock Holding History

Forum Financial 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
Q1 		– Sell
-2,689
Closed -$319K – 424
2025
Q4 		$319K Hold
2,689
– – ﹤0.01% 717
2025
Q3 		$300K Buy
2,689
+201
+8% +$21.5K ﹤0.01% 739
2025
Q2 		$243K Buy
2,488
+122
+5% +$11.5K ﹤0.01% 788
2025
Q1 		$246K Buy
2,366
+4
+0.2% +$430 ﹤0.01% 705
2024
Q4 		$251K Buy
2,362
+302
+15% +$33.7K ﹤0.01% 724
2024
Q3 		$216K Buy
+2,060
New +$207K ﹤0.01% 687
2023
Q1 		– Sell
-2,055
Closed -$213K – 626
2022
Q4 		$213K Buy
+2,055
New +$208K 0.01% 530
2022
Q1 		– Sell
-2,055
Closed -$217K – 619
2021
Q4 		$217K Buy
+2,055
New +$211K 0.01% 579

Other funds holding BOKF

GKFF
George Kaiser Family Foundation Tulsa, Oklahoma $883M AUM 21.04% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
CBU
CIBC Bancorp USA Chicago, Illinois $74.4B AUM
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Forum Financial Management's BOKF Position: Q1 2026 in Review

Forum Financial Management sold out of BOK Financial (BOKF) in Q1 2026, closing a stake of 2,689 shares — an estimated $319K sold.

Forum Financial Management first reported a position in BOKF in Q4 2021 and held it in 8 quarters. The position peaked at $319K in Q4 2025. 287 funds tracked by Wall St. Rank hold BOKF as of Q1 2026.

  • Forum Financial Management reported no remaining BOK Financial position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 2,689 BOK Financial shares in Q1 2026, an estimated $319K.
  • Forum Financial Management first reported a position in BOK Financial in Q4 2021 and held it in 8 quarters.
  • Forum Financial Management's BOK Financial position peaked at $319K in Q4 2025.
  • 287 funds tracked by Wall St. Rank held BOK Financial as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.