Horizon Investments
BOKF icon

Horizon Investments’s BOK Financial BOKF Stock Holding History

Horizon Investments’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
Q2 		$972 Sell
7
-7
-50% -$925 ﹤0.01% 1305
2026
Q1 		$1.78K Buy
14
+7
+100% +$899 ﹤0.01% 1277
2025
Q4 		$829 Buy
+7
New +$785 ﹤0.01% 1234

Other funds holding BOKF

GKFF
George Kaiser Family Foundation Tulsa, Oklahoma $1.04B AUM 36.93% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Ariel Investments
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Mount Yale Investment Advisors
Mount Yale Investment Advisors Denver, Colorado $5.4B AUM 28.46% 1-Year Est. Return
Vestmark Advisory Solutions
Vestmark Advisory Solutions Wakefield, Massachusetts $10.6B AUM 25.02% 1-Year Est. Return

Horizon Investments's BOKF Position: Q2 2026 in Review

Horizon Investments reduced its BOK Financial (BOKF) stake by 50% in Q2 2026, selling an estimated $925 and leaving 7 shares worth $972. The position accounts for ﹤0.01% of the portfolio, ranked #1305.

Horizon Investments first reported a position in BOKF in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.78K in Q1 2026. 305 funds tracked by Wall St. Rank hold BOKF as of Q2 2026.

  • Horizon Investments held 7 shares of BOK Financial worth $972 as of Q2 2026.
  • Horizon Investments sold 7 BOK Financial shares in Q2 2026, an estimated $925.
  • BOK Financial made up ﹤0.01% of Horizon Investments's portfolio in Q2 2026, its #1305 holding.
  • Horizon Investments first reported a position in BOK Financial in Q4 2025 and has held it in 3 quarters since.
  • Horizon Investments's BOK Financial position peaked at $1.78K in Q1 2026.
  • 305 funds tracked by Wall St. Rank held BOK Financial as of Q2 2026.

Based on Horizon Investments's 13F filing for Q2 2026, filed 13 Aug 2026.