IEQ Capital’s BOK Financial BOKF Stock Holding History

IEQ Capital’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 Q2	–	Sell	-24,423	Closed	-$2.54M	–	1835
2025 Q1	$2.54M	Sell	24,423 -3,605	-13%	-$387K	0.02%	521
2024 Q4	$2.98M	Buy	+28,028	New	+$3.13M	0.03%	396

Other funds holding BOKF

GKFF

George Kaiser Family Foundation Tulsa, Oklahoma $883M AUM 21.04% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

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

CWM

CIBC World Markets New York $20.8B AUM

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

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

IEQ Capital's BOKF Position: Q2 2025 in Review

IEQ Capital sold out of BOK Financial (BOKF) in Q2 2025, closing a stake of 24,423 shares — an estimated $2.54M sold.

IEQ Capital first reported a position in BOKF in Q4 2024 and held it in 2 quarters. The position peaked at $2.98M in Q4 2024. 245 funds tracked by Wall St. Rank hold BOKF as of Q2 2025.

IEQ Capital reported no remaining BOK Financial position as of Q2 2025 after selling out during the quarter.
IEQ Capital sold 24,423 BOK Financial shares in Q2 2025, an estimated $2.54M.
IEQ Capital first reported a position in BOK Financial in Q4 2024 and held it in 2 quarters.
IEQ Capital's BOK Financial position peaked at $2.98M in Q4 2024.
245 funds tracked by Wall St. Rank held BOK Financial as of Q2 2025.

Based on IEQ Capital's 13F filing for Q2 2025, filed 14 Aug 2025.