Kovitz Investment Group Partners
BOKF icon

Kovitz Investment Group Partners’s BOK Financial BOKF Stock Holding History

Kovitz Investment Group 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
2025
Q4 		– Sell
-2,883
Closed -$321K – 552
2025
Q3 		$321K Buy
+2,883
New +$308K ﹤0.01% 1172

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State Street
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FGP
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Kovitz Investment Group Partners's BOKF Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of BOK Financial (BOKF) in Q4 2025, closing a stake of 2,883 shares — an estimated $321K sold.

Kovitz Investment Group Partners first reported a position in BOKF in Q3 2025 and held it in 1 quarter. The position peaked at $321K in Q3 2025. 252 funds tracked by Wall St. Rank hold BOKF as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining BOK Financial position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 2,883 BOK Financial shares in Q4 2025, an estimated $321K.
  • Kovitz Investment Group Partners first reported a position in BOK Financial in Q3 2025 and held it in 1 quarter.
  • Kovitz Investment Group Partners's BOK Financial position peaked at $321K in Q3 2025.
  • 252 funds tracked by Wall St. Rank held BOK Financial as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.