Heritage Trust’s BOK Financial BOKF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q3 | $405K | Buy |
3,206
+638
| +25% | +$88.4K | 0.03% | 245 |
|
|
2026
Q2 | $357K | Hold |
2,568
| – | – | 0.03% | 259 |
|
|
2026
Q1 | $329K | Hold |
2,568
| – | – | 0.03% | 261 |
|
|
2025
Q4 | $304K | Hold |
2,568
| – | – | 0.03% | 264 |
|
|
2025
Q3 | $286K | Sell |
2,568
-599
| -19% | -$64K | 0.03% | 268 |
|
|
2025
Q2 | $309K | Hold |
3,167
| – | – | 0.04% | 260 |
|
|
2025
Q1 | $330K | Hold |
3,167
| – | – | 0.04% | 250 |
|
|
2024
Q4 | $337K | Buy |
+3,167
| New | +$354K | 0.04% | 251 |
|
|
2024
Q2 | $290K | Hold |
3,167
| – | – | 0.04% | 244 |
|
|
2024
Q1 | $291K | Hold |
3,167
| – | – | 0.04% | 236 |
|
|
2023
Q4 | $271K | Hold |
3,167
| – | – | 0.04% | 240 |
|
|
2023
Q3 | $253K | Hold |
3,167
| – | – | 0.04% | 232 |
|
|
2023
Q2 | $256K | Hold |
3,167
| – | – | 0.04% | 240 |
|
|
2023
Q1 | $267K | Hold |
3,167
| – | – | 0.04% | 213 |
|
|
2022
Q4 | $329K | Hold |
3,167
| – | – | 0.05% | 202 |
|
|
2022
Q3 | $281K | Hold |
3,167
| – | – | 0.05% | 213 |
|
|
2022
Q2 | $239K | Hold |
3,167
| – | – | 0.04% | 230 |
|
|
2022
Q1 | $298K | Hold |
3,167
| – | – | 0.04% | 212 |
|
|
2021
Q4 | $334K | Hold |
3,167
| – | – | 0.04% | 211 |
|
|
2021
Q3 | $284K | Hold |
3,167
| – | – | 0.04% | 212 |
|
|
2021
Q2 | $274K | Hold |
3,167
| – | – | 0.04% | 216 |
|
|
2021
Q1 | $283K | Hold |
3,167
| – | – | 0.04% | 205 |
|
|
2020
Q4 | $217K | Buy |
+3,167
| New | +$204K | 0.04% | 214 |
|
|
2019
Q1 | – | Sell |
-8,285
| Closed | -$608K | – | 209 |
|
|
2018
Q4 | $608K | Sell |
8,285
-103
| -1% | -$8.73K | 0.25% | 69 |
|
|
2018
Q3 | $816K | Hold |
8,388
| – | – | 0.29% | 69 |
|
|
2018
Q2 | $789K | Hold |
8,388
| – | – | 0.3% | 65 |
|
|
2018
Q1 | $830K | Hold |
8,388
| – | – | 0.31% | 63 |
|
|
2017
Q4 | $774K | Hold |
8,388
| – | – | 0.28% | 67 |
|
|
2017
Q3 | $747K | Buy |
8,388
+206
| +3% | +$17.2K | 0.27% | 68 |
|
|
2017
Q2 | $688K | Hold |
8,182
| – | – | 0.27% | 68 |
|
|
2017
Q1 | $640K | Buy |
+8,182
| New | +$667K | 0.24% | 70 |
|
Other funds holding BOKF
Heritage Trust's BOKF Position: Q3 2026 in Review
Heritage Trust increased its BOK Financial (BOKF) stake by 25% in Q3 2026, buying an estimated $88.4K and bringing the position to 3,206 shares worth $405K. The position accounts for 0.03% of the portfolio, ranked #245.
Heritage Trust first reported a position in BOKF in Q1 2017 and has held it in 31 quarters since. The position peaked at $830K in Q1 2018. 244 funds tracked by Wall St. Rank hold BOKF as of Q3 2026.
- Heritage Trust held 3,206 shares of BOK Financial worth $405K as of Q3 2026.
- Heritage Trust bought 638 BOK Financial shares in Q3 2026, an estimated $88.4K.
- BOK Financial made up 0.03% of Heritage Trust's portfolio in Q3 2026, its #245 holding.
- Heritage Trust first reported a position in BOK Financial in Q1 2017 and has held it in 31 quarters since.
- Heritage Trust's BOK Financial position peaked at $830K in Q1 2018.
- 244 funds tracked by Wall St. Rank held BOK Financial as of Q3 2026.
Based on Heritage Trust's 13F filing for Q3 2026, filed 9 Nov 2026.