GT
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Greenleaf Trust’s BOK Financial BOKF Stock Holding History

Greenleaf Trust’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 		$542K Buy
4,232
+13
+0.3% +$1.67K 0.01% 468
2025
Q4 		$500K Buy
4,219
+5
+0.1% +$561 ﹤0.01% 503
2025
Q3 		$470K Buy
4,214
+98
+2% +$10.5K ﹤0.01% 512
2025
Q2 		$402K Buy
4,116
+13
+0.3% +$1.22K ﹤0.01% 550
2025
Q1 		$427K Buy
4,103
+13
+0.3% +$1.4K ﹤0.01% 532
2024
Q4 		$435K Buy
4,090
+3
+0.1% +$335 ﹤0.01% 540
2024
Q3 		$428K Buy
4,087
+39
+1% +$3.92K ﹤0.01% 554
2024
Q2 		$371K Buy
4,048
+17
+0.4% +$1.54K ﹤0.01% 552
2024
Q1 		$371K Hold
4,031
– – ﹤0.01% 546
2023
Q4 		$345K Sell
4,031
-117
-3% -$8.82K ﹤0.01% 563
2023
Q3 		$332K Sell
4,148
-22
-0.5% -$1.86K ﹤0.01% 551
2023
Q2 		$337K Sell
4,170
-71
-2% -$5.85K ﹤0.01% 559
2023
Q1 		$358K Buy
4,241
+15
+0.4% +$1.47K ﹤0.01% 543
2022
Q4 		$439K Buy
4,226
+9
+0.2% +$912 0.01% 481
2022
Q3 		$375K Buy
4,217
+185
+5% +$16K 0.01% 472
2022
Q2 		$305K Buy
4,032
+42
+1% +$3.54K ﹤0.01% 546
2022
Q1 		$375K Sell
3,990
-8
-0.2% -$826 ﹤0.01% 508
2021
Q4 		$422K Sell
3,998
-49
-1% -$5.03K ﹤0.01% 477
2021
Q3 		$362K Sell
4,047
-11
-0.3% -$942 ﹤0.01% 512
2021
Q2 		$351K Sell
4,058
-29
-0.7% -$2.59K ﹤0.01% 510
2021
Q1 		$365K Sell
4,087
-40
-1% -$3.39K ﹤0.01% 476
2020
Q4 		$283K Hold
4,127
– – ﹤0.01% 478
2020
Q3 		$213K Hold
4,127
– – ﹤0.01% 508
2020
Q2 		$233K Buy
+4,127
New +$211K ﹤0.01% 463

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

Greenleaf Trust's BOKF Position: Q1 2026 in Review

Greenleaf Trust increased its BOK Financial (BOKF) stake by 0.31% in Q1 2026, buying an estimated $1.67K and bringing the position to 4,232 shares worth $542K. The position accounts for 0.01% of the portfolio, ranked #468.

Greenleaf Trust first reported a position in BOKF in Q2 2020 and has held it in 24 quarters since. 287 funds tracked by Wall St. Rank hold BOKF as of Q1 2026.

  • Greenleaf Trust held 4,232 shares of BOK Financial worth $542K as of Q1 2026.
  • Greenleaf Trust bought 13 BOK Financial shares in Q1 2026, an estimated $1.67K.
  • BOK Financial made up 0.01% of Greenleaf Trust's portfolio in Q1 2026, its #468 holding.
  • Greenleaf Trust first reported a position in BOK Financial in Q2 2020 and has held it in 24 quarters since.
  • 287 funds tracked by Wall St. Rank held BOK Financial as of Q1 2026.

Based on Greenleaf Trust's 13F filing for Q1 2026, filed 27 Apr 2026.