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Hemington Wealth Management’s BOK Financial BOKF Stock Holding History

Hemington Wealth 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
Q3 		$11K Buy
103
+1
+1% +$107 ﹤0.01% 839
2025
Q2 		$9K Sell
102
-29
-22% -$2.73K ﹤0.01% 881
2025
Q1 		$13K Buy
131
+11
+9% +$1.18K ﹤0.01% 713
2024
Q4 		$12K Buy
120
+20
+20% +$2.23K ﹤0.01% 692
2024
Q3 		$10K Buy
+100
New +$10.1K ﹤0.01% 701

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
CBU
CIBC Bancorp USA Chicago, Illinois $74.4B AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Hemington Wealth Management's BOKF Position: Q3 2025 in Review

Hemington Wealth Management increased its BOK Financial (BOKF) stake by 0.98% in Q3 2025, buying an estimated $107 and bringing the position to 103 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #839.

Hemington Wealth Management first reported a position in BOKF in Q3 2024 and has held it in 5 quarters since. The position peaked at $13K in Q1 2025. 250 funds tracked by Wall St. Rank hold BOKF as of Q3 2025.

  • Hemington Wealth Management held 103 shares of BOK Financial worth $11K as of Q3 2025.
  • Hemington Wealth Management bought 1 BOK Financial share in Q3 2025, an estimated $107.
  • BOK Financial made up ﹤0.01% of Hemington Wealth Management's portfolio in Q3 2025, its #839 holding.
  • Hemington Wealth Management first reported a position in BOK Financial in Q3 2024 and has held it in 5 quarters since.
  • Hemington Wealth Management's BOK Financial position peaked at $13K in Q1 2025.
  • 250 funds tracked by Wall St. Rank held BOK Financial as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.