LPL Financial
BOKF icon

LPL Financial’s BOK Financial BOKF Stock Holding History

LPL Financial’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 		$425K Buy
3,317
+435
+15% +$55.9K ﹤0.01% 4910
2025
Q4 		$341K Sell
2,882
-810
-22% -$90.8K ﹤0.01% 5047
2025
Q3 		$411K Sell
3,692
-908
-20% -$97K ﹤0.01% 4791
2025
Q2 		$449K Buy
4,600
+531
+13% +$50K ﹤0.01% 4462
2025
Q1 		$424K Sell
4,069
-1,477
-27% -$159K ﹤0.01% 4316
2024
Q4 		$590K Buy
5,546
+2,412
+77% +$269K ﹤0.01% 3945
2024
Q3 		$328K Sell
3,134
-486
-13% -$48.9K ﹤0.01% 4357
2024
Q2 		$332K Sell
3,620
-245
-6% -$22.1K ﹤0.01% 4193
2024
Q1 		$356K Sell
3,865
-298
-7% -$25.3K ﹤0.01% 4066
2023
Q4 		$357K Buy
4,163
+107
+3% +$8.07K ﹤0.01% 3951
2023
Q3 		$324K Sell
4,056
-745
-16% -$63K ﹤0.01% 3847
2023
Q2 		$388K Sell
4,801
-1,125
-19% -$92.7K ﹤0.01% 3657
2023
Q1 		$500K Buy
5,926
+617
+12% +$60.3K ﹤0.01% 3332
2022
Q4 		$551K Sell
5,309
-1,009
-16% -$102K ﹤0.01% 3165
2022
Q3 		$561K Buy
6,318
+355
+6% +$30.7K ﹤0.01% 3047
2022
Q2 		$451K Buy
5,963
+429
+8% +$36.2K ﹤0.01% 3296
2022
Q1 		$520K Buy
5,534
+442
+9% +$45.6K ﹤0.01% 3168
2021
Q4 		$537K Buy
5,092
+516
+11% +$53K ﹤0.01% 3214
2021
Q3 		$410K Buy
+4,576
New +$392K ﹤0.01% 3399

Other funds holding BOKF

GKFF
George Kaiser Family Foundation Tulsa, Oklahoma $883M AUM 21.04% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
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
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

LPL Financial's BOKF Position: Q1 2026 in Review

LPL Financial increased its BOK Financial (BOKF) stake by 15% in Q1 2026, buying an estimated $55.9K and bringing the position to 3,317 shares worth $425K. The position accounts for ﹤0.01% of the portfolio, ranked #4910.

LPL Financial first reported a position in BOKF in Q3 2021 and has held it in 19 quarters since. The position peaked at $590K in Q4 2024. 287 funds tracked by Wall St. Rank hold BOKF as of Q1 2026.

  • LPL Financial held 3,317 shares of BOK Financial worth $425K as of Q1 2026.
  • LPL Financial bought 435 BOK Financial shares in Q1 2026, an estimated $55.9K.
  • BOK Financial made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #4910 holding.
  • LPL Financial first reported a position in BOK Financial in Q3 2021 and has held it in 19 quarters since.
  • LPL Financial's BOK Financial position peaked at $590K in Q4 2024.
  • 287 funds tracked by Wall St. Rank held BOK Financial as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.