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BOKF icon

InceptionR’s BOK Financial BOKF Stock Holding History

InceptionR’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 		$969K Buy
+6,976
New +$922K 0.24% 131
2026
Q1 		– Sell
-10,392
Closed -$1.23M – 662
2025
Q4 		$1.23M Buy
10,392
+5,218
+101% +$585K 0.34% 59
2025
Q3 		$577K Buy
+5,174
New +$553K 0.14% 270
2025
Q1 		– Sell
-5,854
Closed -$623K – 567
2024
Q4 		$623K Buy
+5,854
New +$654K 0.14% 282
2024
Q3 		– Sell
-10,465
Closed -$959K – 648
2024
Q2 		$959K Buy
+10,465
New +$946K 0.27% 113
2024
Q1 		– Sell
-4,810
Closed -$412K – 591
2023
Q4 		$412K Buy
+4,810
New +$363K 0.29% 141

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
AI
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 $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
MYIA
Mount Yale Investment Advisors Denver, Colorado $5.4B AUM 28.46% 1-Year Est. Return
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $10.6B AUM 25.02% 1-Year Est. Return

InceptionR's BOKF Position: Q2 2026 in Review

InceptionR opened a new position in BOK Financial (BOKF) in Q2 2026: 6,976 shares worth $969K. The stake represents 0.24% of the portfolio and ranks #131 among its holdings. This is a return to the name: InceptionR previously reported a position in BOKF as recently as Q4 2025.

InceptionR first reported a position in BOKF in Q4 2023 and has held it in 6 quarters since. The position peaked at $1.23M in Q4 2025. 306 funds tracked by Wall St. Rank hold BOKF as of Q2 2026.

  • InceptionR held 6,976 shares of BOK Financial worth $969K as of Q2 2026.
  • BOK Financial was a new InceptionR position in Q2 2026.
  • BOK Financial made up 0.24% of InceptionR's portfolio in Q2 2026, its #131 holding.
  • InceptionR first reported a position in BOK Financial in Q4 2023 and has held it in 6 quarters since.
  • InceptionR's BOK Financial position peaked at $1.23M in Q4 2025.
  • 306 funds tracked by Wall St. Rank held BOK Financial as of Q2 2026.

Based on InceptionR's 13F filing for Q2 2026, filed 11 Aug 2026.