IFP Advisors’s BOK Financial BOKF Stock Holding History

IFP Advisors’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	$6.15K	Hold	48	–	–	﹤0.01%	3408
2025 Q4	$5.69K	Sell	48 -7	-13%	-$785	﹤0.01%	3352
2025 Q3	$6.13K	Buy	+55	New	+$5.88K	﹤0.01%	3136
2025 Q2	–	Sell	-145	Closed	-$13.6K	–	1969
2025 Q1	$15.1K	Hold	145	–	–	﹤0.01%	2415
2024 Q4	$15.4K	Buy	145 +3	+2%	+$335	﹤0.01%	2362
2024 Q3	$14.9K	Buy	+142	New	+$14.3K	﹤0.01%	2275
2020 Q2	–	Sell	-11	Closed	-$563	–	2839
2020 Q1	$0	Buy	+11	New	+$775	﹤0.01%	2860
2019 Q1	–	Sell	-46	Closed	-$3K	–	2482
2018 Q4	$3K	Buy	+46	New	+$3.9K	﹤0.01%	3014
2018 Q2	–	Sell	-14	Closed	-$1K	–	3878
2018 Q1	$1K	Hold	14	–	–	﹤0.01%	3607
2017 Q4	$1K	Buy	+14	New	+$1.24K	﹤0.01%	3658

Other funds holding BOKF

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

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 New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

CIBC Bancorp USA Chicago, Illinois $74B AUM

CIBC World Market

CIBC World Market Toronto, Ontario, Canada $56.9B AUM 39.33% 1-Year Est. Return