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 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 $883M AUM 21.04% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

CBU

CIBC Bancorp USA Chicago, Illinois $74.4B AUM

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

InceptionR's BOKF Position: Q1 2026 in Review

InceptionR sold out of BOK Financial (BOKF) in Q1 2026, closing a stake of 10,392 shares — an estimated $1.23M sold.

InceptionR first reported a position in BOKF in Q4 2023 and held it in 5 quarters. The position peaked at $1.23M in Q4 2025. 287 funds tracked by Wall St. Rank hold BOKF as of Q1 2026.

InceptionR reported no remaining BOK Financial position as of Q1 2026 after selling out during the quarter.
InceptionR sold 10,392 BOK Financial shares in Q1 2026, an estimated $1.23M.
InceptionR first reported a position in BOK Financial in Q4 2023 and held it in 5 quarters.
InceptionR's BOK Financial position peaked at $1.23M in Q4 2025.
287 funds tracked by Wall St. Rank held BOK Financial as of Q1 2026.

Based on InceptionR's 13F filing for Q1 2026, filed 14 May 2026.