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MAI Capital Management’s BOK Financial BOKF Stock Holding History

MAI Capital 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
2026
Q2 		– Sell
-295
Closed -$37.8K – 2421
2026
Q1 		$37.8K Buy
295
+148
+101% +$19K ﹤0.01% 2418
2025
Q4 		$17.4K Buy
147
+18
+14% +$2.02K ﹤0.01% 2596
2025
Q3 		$14.4K Hold
129
– – ﹤0.01% 2572
2025
Q2 		$12.6K Hold
129
– – ﹤0.01% 2607
2025
Q1 		$13.4K Hold
129
– – ﹤0.01% 2362
2024
Q4 		$13.7K Buy
+129
New +$14.4K ﹤0.01% 2379

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

MAI Capital Management's BOKF Position: Q2 2026 in Review

MAI Capital Management sold out of BOK Financial (BOKF) in Q2 2026, closing a stake of 295 shares — an estimated $37.8K sold.

MAI Capital Management first reported a position in BOKF in Q4 2024 and held it in 6 quarters. The position peaked at $37.8K in Q1 2026. 306 funds tracked by Wall St. Rank hold BOKF as of Q2 2026.

  • MAI Capital Management reported no remaining BOK Financial position as of Q2 2026 after selling out during the quarter.
  • MAI Capital Management sold 295 BOK Financial shares in Q2 2026, an estimated $37.8K.
  • MAI Capital Management first reported a position in BOK Financial in Q4 2024 and held it in 6 quarters.
  • MAI Capital Management's BOK Financial position peaked at $37.8K in Q1 2026.
  • 306 funds tracked by Wall St. Rank held BOK Financial as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.