Marshall Wace’s BOK Financial BOKF Stock Holding History

Marshall Wace’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	$7.49M	Buy	53,902 +48,302	+863%	+$6.38M	0.01%	1173
2026 Q1	$717K	Buy	+5,600	New	+$720K	﹤0.01%	2295
2025 Q1	–	Sell	-2,357	Closed	-$251K	–	2638
2024 Q4	$251K	Sell	2,357 -11	-0.5%	-$1.23K	﹤0.01%	2289
2024 Q3	$248K	Buy	+2,368	New	+$238K	﹤0.01%	2224
2023 Q3	–	Sell	-14,726	Closed	-$1.19M	–	2213
2023 Q2	$1.19M	Buy	+14,726	New	+$1.21M	﹤0.01%	1640
2022 Q3	–	Sell	-5,436	Closed	-$411K	–	3356
2022 Q2	$411K	Buy	+5,436	New	+$458K	﹤0.01%	2885
2021 Q2	–	Sell	-25,078	Closed	-$2.24M	–	2671
2021 Q1	$2.24M	Sell	25,078 -40,209	-62%	-$3.41M	0.01%	1267
2020 Q4	$4.47M	Buy	+65,287	New	+$4.21M	0.02%	612
2019 Q4	–	Sell	-6,445	Closed	-$510K	–	1708
2019 Q3	$510K	Sell	6,445 -28,109	-81%	-$2.2M	﹤0.01%	1104
2019 Q2	$2.61M	Buy	+34,554	New	+$2.8M	0.02%	697
2015 Q1	–	Sell	-33,977	Closed	-$2.04M	–	803
2014 Q4	$2.04M	Buy	+33,977	New	+$2.19M	0.03%	454

Other funds holding BOKF

GKFF

George Kaiser Family Foundation Tulsa, Oklahoma $1.04B AUM 36.93% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Marshall Wace's BOKF Position: Q2 2026 in Review

Marshall Wace increased its BOK Financial (BOKF) stake by 863% in Q2 2026, buying an estimated $6.38M and bringing the position to 53,902 shares worth $7.49M. The position accounts for 0.01% of the portfolio, ranked #1173.

Marshall Wace first reported a position in BOKF in Q4 2014 and has held it in 11 quarters since. 306 funds tracked by Wall St. Rank hold BOKF as of Q2 2026.

Marshall Wace held 53,902 shares of BOK Financial worth $7.49M as of Q2 2026.
Marshall Wace bought 48,302 BOK Financial shares in Q2 2026, an estimated $6.38M.
BOK Financial made up 0.01% of Marshall Wace's portfolio in Q2 2026, its #1173 holding.
Marshall Wace first reported a position in BOK Financial in Q4 2014 and has held it in 11 quarters since.
306 funds tracked by Wall St. Rank held BOK Financial as of Q2 2026.

Based on Marshall Wace's 13F filing for Q2 2026, filed 13 Aug 2026.