GeoWealth Management’s BOK Financial BOKF Stock Holding History

GeoWealth 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
2025 Q1	–	Sell	-6	Closed	-$639	–	1149
2024 Q4	$639	Hold	6	–	–	﹤0.01%	1720
2024 Q3	$628	Buy	+6	New	+$604	﹤0.01%	1622

Other funds holding BOKF

GKFF

George Kaiser Family Foundation Tulsa, Oklahoma $883M AUM 21.04% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

CWM

CIBC World Markets New York $20.8B AUM

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

GeoWealth Management's BOKF Position: Q1 2025 in Review

GeoWealth Management sold out of BOK Financial (BOKF) in Q1 2025, closing a stake of 6 shares — an estimated $639 sold.

GeoWealth Management first reported a position in BOKF in Q3 2024 and held it in 2 quarters. The position peaked at $639 in Q4 2024. 242 funds tracked by Wall St. Rank hold BOKF as of Q1 2025.

GeoWealth Management reported no remaining BOK Financial position as of Q1 2025 after selling out during the quarter.
GeoWealth Management sold 6 BOK Financial shares in Q1 2025, an estimated $639.
GeoWealth Management first reported a position in BOK Financial in Q3 2024 and held it in 2 quarters.
GeoWealth Management's BOK Financial position peaked at $639 in Q4 2024.
242 funds tracked by Wall St. Rank held BOK Financial as of Q1 2025.

Based on GeoWealth Management's 13F filing for Q1 2025, filed 9 May 2025.