Mercer Global Advisors
BOKF icon

Mercer Global Advisors’s BOK Financial BOKF Stock Holding History

Mercer Global Advisors’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 		$589K Buy
4,597
+414
+10% +$53.2K ﹤0.01% 1878
2025
Q4 		$495K Sell
4,183
-1,285
-24% -$144K ﹤0.01% 1868
2025
Q3 		$609K Buy
5,468
+3,114
+132% +$333K ﹤0.01% 1640
2025
Q2 		$230K Sell
2,354
-1,155
-33% -$109K ﹤0.01% 2012
2025
Q1 		$365K Buy
3,509
+909
+35% +$97.6K ﹤0.01% 1654
2024
Q4 		$277K Buy
+2,600
New +$290K ﹤0.01% 1797
2023
Q2 		– Sell
-3,201
Closed -$270K – 1933
2023
Q1 		$270K Sell
3,201
-5
-0.2% -$489 ﹤0.01% 1570
2022
Q4 		$333K Sell
3,206
-21
-0.7% -$2.13K ﹤0.01% 1445
2022
Q3 		$287K Buy
3,227
+145
+5% +$12.5K ﹤0.01% 1436
2022
Q2 		$233K Buy
3,082
+185
+6% +$15.6K ﹤0.01% 1557
2022
Q1 		$272K Sell
2,897
-4
-0.1% -$413 ﹤0.01% 1558
2021
Q4 		$306K Sell
2,901
-3
-0.1% -$308 ﹤0.01% 1453
2021
Q3 		$260K Buy
2,904
+9
+0.3% +$770 ﹤0.01% 1487
2021
Q2 		$251K Hold
2,895
– – ﹤0.01% 1461
2021
Q1 		$259K Buy
+2,895
New +$245K ﹤0.01% 1381
2020
Q1 		– Sell
-2,845
Closed -$249K – 1120
2019
Q4 		$249K Buy
+2,845
New +$232K 0.01% 988
2019
Q2 		– Sell
-2,456
Closed -$200K – 1157
2019
Q1 		$200K Buy
+2,456
New +$206K 0.01% 988

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

Mercer Global Advisors's BOKF Position: Q1 2026 in Review

Mercer Global Advisors increased its BOK Financial (BOKF) stake by 9.9% in Q1 2026, buying an estimated $53.2K and bringing the position to 4,597 shares worth $589K. The position accounts for ﹤0.01% of the portfolio, ranked #1878.

Mercer Global Advisors first reported a position in BOKF in Q1 2019 and has held it in 17 quarters since. The position peaked at $609K in Q3 2025. 287 funds tracked by Wall St. Rank hold BOKF as of Q1 2026.

  • Mercer Global Advisors held 4,597 shares of BOK Financial worth $589K as of Q1 2026.
  • Mercer Global Advisors bought 414 BOK Financial shares in Q1 2026, an estimated $53.2K.
  • BOK Financial made up ﹤0.01% of Mercer Global Advisors's portfolio in Q1 2026, its #1878 holding.
  • Mercer Global Advisors first reported a position in BOK Financial in Q1 2019 and has held it in 17 quarters since.
  • Mercer Global Advisors's BOK Financial position peaked at $609K in Q3 2025.
  • 287 funds tracked by Wall St. Rank held BOK Financial as of Q1 2026.

Based on Mercer Global Advisors's 13F filing for Q1 2026, filed 15 May 2026.