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Mather Group’s BOK Financial BOKF Stock Holding History

Mather Group’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
Q2 		– Sell
-100
Closed -$10.4K – 747
2025
Q1 		$10.4K Hold
100
– – ﹤0.01% 1246
2024
Q4 		$10.6K Hold
100
– – ﹤0.01% 1230
2024
Q3 		$10.5K Hold
100
– – ﹤0.01% 1169
2024
Q2 		$9.2K Hold
100
– – ﹤0.01% 1476
2024
Q1 		$8.56K Buy
+100
New +$8.48K ﹤0.01% 1239

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
CWM
CIBC World Markets New York $20.8B AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Mather Group's BOKF Position: Q2 2025 in Review

Mather Group sold out of BOK Financial (BOKF) in Q2 2025, closing a stake of 100 shares — an estimated $10.4K sold.

Mather Group first reported a position in BOKF in Q1 2024 and held it in 5 quarters. The position peaked at $10.6K in Q4 2024. 245 funds tracked by Wall St. Rank hold BOKF as of Q2 2025.

  • Mather Group reported no remaining BOK Financial position as of Q2 2025 after selling out during the quarter.
  • Mather Group sold 100 BOK Financial shares in Q2 2025, an estimated $10.4K.
  • Mather Group first reported a position in BOK Financial in Q1 2024 and held it in 5 quarters.
  • Mather Group's BOK Financial position peaked at $10.6K in Q4 2024.
  • 245 funds tracked by Wall St. Rank held BOK Financial as of Q2 2025.

Based on Mather Group's 13F filing for Q2 2025, filed 15 Jul 2025.