Laird Norton Wetherby Wealth Management’s BOK Financial BOKF Stock Holding History

Laird Norton Wetherby Wealth Management’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 Q3	$288K	Hold	2,580	–	–	0.01%	762
2025 Q2	$252K	Buy	+2,580	New	+$243K	0.01%	794
2024 Q4	$270K	Hold	2,532	–	–	0.01%	732
2024 Q3	$265K	Sell	2,532 -73	-3%	-$7.35K	0.01%	776
2024 Q2	$239K	Sell	2,605 -24	-0.9%	-$2.17K	0.01%	784
2024 Q1	$242K	Buy	2,629 +48	+2%	+$4.07K	0.01%	810
2023 Q4	$221K	Sell	2,581 -72	-3%	-$5.43K	0.01%	828
2023 Q3	$212K	Buy	2,653 +49	+2%	+$4.15K	0.01%	804
2023 Q2	$210K	Sell	2,604 -24	-0.9%	-$1.98K	0.01%	833
2023 Q1	$222K	Buy	2,628 +6	+0.2%	+$587	0.01%	793
2022 Q4	$272K	Hold	2,622	–	–	0.02%	719
2022 Q3	$233K	Buy	+2,622	New	+$227K	0.02%	755
2022 Q2	–	Sell	-2,545	Closed	-$239K	–	917
2022 Q1	$239K	Sell	2,545 -20	-0.8%	-$2.06K	0.01%	793
2021 Q4	$271K	Buy	2,565 +16	+0.6%	+$1.64K	0.02%	755
2021 Q3	$228K	Hold	2,549	–	–	0.01%	813
2021 Q2	$221K	Hold	2,549	–	–	0.01%	832
2021 Q1	$228K	Buy	+2,549	New	+$216K	0.02%	704

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

CBU

CIBC Bancorp USA Chicago, Illinois $74.4B AUM

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

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Laird Norton Wetherby Wealth Management's BOKF Position: Q3 2025 in Review

Laird Norton Wetherby Wealth Management held its BOK Financial (BOKF) position steady in Q3 2025 at 2,580 shares worth $288K. The position accounts for 0.01% of the portfolio, ranked #762.

Laird Norton Wetherby Wealth Management first reported a position in BOKF in Q1 2021 and has held it in 17 quarters since. 250 funds tracked by Wall St. Rank hold BOKF as of Q3 2025.

Laird Norton Wetherby Wealth Management held 2,580 shares of BOK Financial worth $288K as of Q3 2025.
Laird Norton Wetherby Wealth Management left its BOK Financial share count unchanged in Q3 2025.
BOK Financial made up 0.01% of Laird Norton Wetherby Wealth Management's portfolio in Q3 2025, its #762 holding.
Laird Norton Wetherby Wealth Management first reported a position in BOK Financial in Q1 2021 and has held it in 17 quarters since.
250 funds tracked by Wall St. Rank held BOK Financial as of Q3 2025.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.