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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
Q2 		$3.68M Buy
26,482
+237
+0.9% +$31.3K 0.36% 78
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 $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

Isthmus Partners's BOKF Position: Q2 2026 in Review

Isthmus Partners increased its BOK Financial (BOKF) stake by 0.9% in Q2 2026, buying an estimated $31.3K and bringing the position to 26,482 shares worth $3.68M. The position accounts for 0.36% of the portfolio, ranked #78.

Isthmus Partners first reported a position in BOKF in Q4 2025 and has held it in 3 quarters since. 305 funds tracked by Wall St. Rank hold BOKF as of Q2 2026.

  • Isthmus Partners held 26,482 shares of BOK Financial worth $3.68M as of Q2 2026.
  • Isthmus Partners bought 237 BOK Financial shares in Q2 2026, an estimated $31.3K.
  • BOK Financial made up 0.36% of Isthmus Partners's portfolio in Q2 2026, its #78 holding.
  • Isthmus Partners first reported a position in BOK Financial in Q4 2025 and has held it in 3 quarters since.
  • 305 funds tracked by Wall St. Rank held BOK Financial as of Q2 2026.

Based on Isthmus Partners's 13F filing for Q2 2026, filed 20 Jul 2026.