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Nicolet Advisory Services’s BOK Financial BOKF Stock Holding History

Nicolet Advisory Services’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
Q3 		– Sell
-2,544
Closed -$251K – 419
2025
Q2 		$251K Buy
2,544
+158
+7% +$14.9K 0.02% 348
2025
Q1 		$210K Buy
2,386
+153
+7% +$16.4K 0.02% 351
2024
Q4 		$233K Buy
+2,233
New +$249K 0.02% 341

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
CBU
CIBC Bancorp USA Chicago, Illinois $74.4B 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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Nicolet Advisory Services's BOKF Position: Q3 2025 in Review

Nicolet Advisory Services sold out of BOK Financial (BOKF) in Q3 2025, closing a stake of 2,544 shares — an estimated $251K sold.

Nicolet Advisory Services first reported a position in BOKF in Q4 2024 and held it in 3 quarters. The position peaked at $251K in Q2 2025. 250 funds tracked by Wall St. Rank hold BOKF as of Q3 2025.

  • Nicolet Advisory Services reported no remaining BOK Financial position as of Q3 2025 after selling out during the quarter.
  • Nicolet Advisory Services sold 2,544 BOK Financial shares in Q3 2025, an estimated $251K.
  • Nicolet Advisory Services first reported a position in BOK Financial in Q4 2024 and held it in 3 quarters.
  • Nicolet Advisory Services's BOK Financial position peaked at $251K in Q2 2025.
  • 250 funds tracked by Wall St. Rank held BOK Financial as of Q3 2025.

Based on Nicolet Advisory Services's 13F filing for Q3 2025, filed 13 Nov 2025.