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Meritage Portfolio Management’s BOK Financial BOKF Stock Holding History

Meritage Portfolio 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
2025
Q4 		$408K Sell
3,444
-753
-18% -$84.4K 0.03% 239
2025
Q3 		$468K Sell
4,197
-2,255
-35% -$241K 0.03% 237
2025
Q2 		$630K Buy
6,452
+381
+6% +$35.8K 0.04% 227
2025
Q1 		$632K Buy
6,071
+1,902
+46% +$204K 0.04% 223
2024
Q4 		$444K Buy
+4,169
New +$465K 0.03% 263

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CWM
CIBC World Markets New York $20.8B AUM
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
FGP
Freestone Grove Partners San Francisco, California $15.6B AUM 27.39% 1-Year Est. Return

Meritage Portfolio Management's BOKF Position: Q4 2025 in Review

Meritage Portfolio Management reduced its BOK Financial (BOKF) stake by 18% in Q4 2025, selling an estimated $84.4K and leaving 3,444 shares worth $408K. The position accounts for 0.03% of the portfolio, ranked #239.

Meritage Portfolio Management first reported a position in BOKF in Q4 2024 and has held it in 5 quarters since. The position peaked at $632K in Q1 2025. 252 funds tracked by Wall St. Rank hold BOKF as of Q4 2025.

  • Meritage Portfolio Management held 3,444 shares of BOK Financial worth $408K as of Q4 2025.
  • Meritage Portfolio Management sold 753 BOK Financial shares in Q4 2025, an estimated $84.4K.
  • BOK Financial made up 0.03% of Meritage Portfolio Management's portfolio in Q4 2025, its #239 holding.
  • Meritage Portfolio Management first reported a position in BOK Financial in Q4 2024 and has held it in 5 quarters since.
  • Meritage Portfolio Management's BOK Financial position peaked at $632K in Q1 2025.
  • 252 funds tracked by Wall St. Rank held BOK Financial as of Q4 2025.

Based on Meritage Portfolio Management's 13F filing for Q4 2025, filed 27 Jan 2026.