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Merit Financial Group’s BOK Financial BOKF Stock Holding History

Merit Financial 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
-2,298
Closed -$239K – 1704
2025
Q1 		$239K Sell
2,298
-109
-5% -$11.7K ﹤0.01% 1214
2024
Q4 		$256K Buy
+2,407
New +$269K ﹤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
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

Merit Financial Group's BOKF Position: Q2 2025 in Review

Merit Financial Group sold out of BOK Financial (BOKF) in Q2 2025, closing a stake of 2,298 shares — an estimated $239K sold.

Merit Financial Group first reported a position in BOKF in Q4 2024 and held it in 2 quarters. The position peaked at $256K in Q4 2024. 245 funds tracked by Wall St. Rank hold BOKF as of Q2 2025.

  • Merit Financial Group reported no remaining BOK Financial position as of Q2 2025 after selling out during the quarter.
  • Merit Financial Group sold 2,298 BOK Financial shares in Q2 2025, an estimated $239K.
  • Merit Financial Group first reported a position in BOK Financial in Q4 2024 and held it in 2 quarters.
  • Merit Financial Group's BOK Financial position peaked at $256K in Q4 2024.
  • 245 funds tracked by Wall St. Rank held BOK Financial as of Q2 2025.

Based on Merit Financial Group's 13F filing for Q2 2025, filed 22 Jul 2025.