Nisa Investment Advisors’s BOK Financial BOKF Stock Holding History

Nisa Investment 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	$3.9M	Buy	30,489 +22,963	+305%	+$2.95M	0.01%	442
2025 Q4	$892K	Hold	7,526	–	–	﹤0.01%	846
2025 Q3	$839K	Buy	7,526 +616	+9%	+$65.8K	﹤0.01%	889
2025 Q2	$675K	Hold	6,910	–	–	﹤0.01%	922
2025 Q1	$720K	Hold	6,910	–	–	﹤0.01%	908
2024 Q4	$736K	Hold	6,910	–	–	﹤0.01%	952
2024 Q3	$723K	Hold	6,910	–	–	﹤0.01%	941
2024 Q2	$633K	Hold	6,910	–	–	﹤0.01%	1008
2024 Q1	$636K	Hold	6,910	–	–	﹤0.01%	1006
2023 Q4	$592K	Hold	6,910	–	–	﹤0.01%	998
2023 Q3	$553K	Hold	6,910	–	–	﹤0.01%	1036
2023 Q2	$558K	Hold	6,910	–	–	﹤0.01%	1044
2023 Q1	$583K	Hold	6,910	–	–	﹤0.01%	1018
2022 Q4	$717K	Hold	6,910	–	–	0.01%	1008
2022 Q3	$614K	Hold	6,910	–	–	0.01%	962
2022 Q2	$522K	Hold	6,910	–	–	﹤0.01%	1042
2022 Q1	$649K	Hold	6,910	–	–	﹤0.01%	999
2021 Q4	$709K	Hold	6,910	–	–	0.01%	928
2021 Q3	$619	Hold	6,910	–	–	﹤0.01%	1056
2021 Q2	$598	Hold	6,910	–	–	﹤0.01%	1092
2021 Q1	$617	Hold	6,910	–	–	﹤0.01%	1113
2020 Q4	$473K	Hold	6,910	–	–	﹤0.01%	1175
2020 Q3	$356K	Hold	6,910	–	–	﹤0.01%	1141
2020 Q2	$390K	Hold	6,910	–	–	﹤0.01%	1106
2020 Q1	$294K	Hold	6,910	–	–	﹤0.01%	1086
2019 Q4	$604K	Sell	6,910 -1,519	-18%	-$124K	0.01%	1033
2019 Q3	$667K	Hold	8,429	–	–	0.01%	998
2019 Q2	$636K	Hold	8,429	–	–	0.01%	1000
2019 Q1	$687K	Hold	8,429	–	–	0.01%	962
2018 Q4	$618K	Hold	8,429	–	–	0.01%	933
2018 Q3	$820K	Hold	8,429	–	–	0.01%	958
2018 Q2	$792K	Hold	8,429	–	–	0.01%	913
2018 Q1	$827K	Hold	8,429	–	–	0.01%	883
2017 Q4	$778K	Hold	8,429	–	–	0.01%	915
2017 Q3	$751K	Hold	8,429	–	–	0.01%	918
2017 Q2	$704K	Sell	8,429 -1,200	-12%	-$97.8K	0.01%	912
2017 Q1	$754K	Sell	9,629 -6,300	-40%	-$514K	0.01%	902
2016 Q4	$1.32M	Sell	15,929 -2,500	-14%	-$192K	0.02%	747
2016 Q3	$1.27M	Hold	18,429	–	–	0.02%	709
2016 Q2	$1.16M	Hold	18,429	–	–	0.02%	710
2016 Q1	$1.01M	Buy	18,429 +10,000	+119%	+$522K	0.01%	750
2015 Q4	$504K	Hold	8,429	–	–	0.01%	962
2015 Q3	$545K	Sell	8,429 -3,700	-31%	-$241K	0.01%	941
2015 Q2	$844K	Sell	12,129 -1,300	-10%	-$85.2K	0.01%	834
2015 Q1	$822K	Hold	13,429	–	–	0.01%	866
2014 Q4	$806K	Hold	13,429	–	–	0.01%	861
2014 Q3	$893K	Sell	13,429 -1,300	-9%	-$86.7K	0.01%	825
2014 Q2	$981K	Hold	14,729	–	–	0.01%	816
2014 Q1	$1.02M	Hold	14,729	–	–	0.01%	783
2013 Q4	$977K	Hold	14,729	–	–	0.01%	803
2013 Q3	$933K	Sell	14,729 -3,100	-17%	-$204K	0.01%	791
2013 Q2	$1.14M	Buy	+17,829	New	+$1.13M	0.02%	719

Other funds holding BOKF

GKFF

George Kaiser Family Foundation Tulsa, Oklahoma $883M AUM 21.04% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 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 Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Nisa Investment Advisors's BOKF Position: Q1 2026 in Review

Nisa Investment Advisors increased its BOK Financial (BOKF) stake by 305% in Q1 2026, buying an estimated $2.95M and bringing the position to 30,489 shares worth $3.9M. The position accounts for 0.01% of the portfolio, ranked #442.

Nisa Investment Advisors first reported a position in BOKF in Q2 2013 and has held it in 52 quarters since. 288 funds tracked by Wall St. Rank hold BOKF as of Q1 2026.

Nisa Investment Advisors held 30,489 shares of BOK Financial worth $3.9M as of Q1 2026.
Nisa Investment Advisors bought 22,963 BOK Financial shares in Q1 2026, an estimated $2.95M.
BOK Financial made up 0.01% of Nisa Investment Advisors's portfolio in Q1 2026, its #442 holding.
Nisa Investment Advisors first reported a position in BOK Financial in Q2 2013 and has held it in 52 quarters since.
288 funds tracked by Wall St. Rank held BOK Financial as of Q1 2026.

Based on Nisa Investment Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.