Isthmus Partners’s BOK Financial BOKF Stock Holding History

Isthmus Partners’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	$3.36M	Buy	26,245 +11,264	+75%	+$1.45M	0.35%	75
2025 Q4	$1.77M	Buy	+14,981	New	+$1.68M	0.2%	103

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

Isthmus Partners's BOKF Position: Q1 2026 in Review

Isthmus Partners increased its BOK Financial (BOKF) stake by 75% in Q1 2026, buying an estimated $1.45M and bringing the position to 26,245 shares worth $3.36M. The position accounts for 0.35% of the portfolio, ranked #75.

Isthmus Partners first reported a position in BOKF in Q4 2025 and has held it in 2 quarters since. 287 funds tracked by Wall St. Rank hold BOKF as of Q1 2026.

Isthmus Partners held 26,245 shares of BOK Financial worth $3.36M as of Q1 2026.
Isthmus Partners bought 11,264 BOK Financial shares in Q1 2026, an estimated $1.45M.
BOK Financial made up 0.35% of Isthmus Partners's portfolio in Q1 2026, its #75 holding.
Isthmus Partners first reported a position in BOK Financial in Q4 2025 and has held it in 2 quarters since.
287 funds tracked by Wall St. Rank held BOK Financial as of Q1 2026.

Based on Isthmus Partners's 13F filing for Q1 2026, filed 30 Apr 2026.