GHP Investment Advisors’s BOK Financial BOKF Stock Holding History

GHP Investment Advisors’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	$112K	Hold	875	–	–	﹤0.01%	442
2025 Q4	$104K	Hold	875	–	–	﹤0.01%	446
2025 Q3	$97.5K	Hold	875	–	–	﹤0.01%	442
2025 Q2	$85.4K	Hold	875	–	–	﹤0.01%	450
2025 Q1	$91.1K	Hold	875	–	–	﹤0.01%	438
2024 Q4	$93.1K	Hold	875	–	–	﹤0.01%	438
2024 Q3	$91.5K	Hold	875	–	–	﹤0.01%	450
2024 Q2	$80.2K	Buy	875 +1	+0.1%	+$90	﹤0.01%	452
2024 Q1	$80.4K	Buy	874 +1	+0.1%	+$85	﹤0.01%	451
2023 Q4	$74.7K	Buy	873 +7	+0.8%	+$528	﹤0.01%	450
2023 Q3	$64.9K	Buy	+866	New	+$73.3K	﹤0.01%	471

Other funds holding BOKF

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

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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