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NorthRock Partners’s BOK Financial BOKF Stock Holding History

NorthRock Partners’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 		$350K Buy
2,730
+63
+2% +$8.1K 0.01% 489
2025
Q4 		$316K Sell
2,667
-9
-0.3% -$1.01K 0.01% 469
2025
Q3 		$298K Buy
+2,676
New +$286K 0.01% 700

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

NorthRock Partners's BOKF Position: Q1 2026 in Review

NorthRock Partners increased its BOK Financial (BOKF) stake by 2.4% in Q1 2026, buying an estimated $8.1K and bringing the position to 2,730 shares worth $350K. The position accounts for 0.01% of the portfolio, ranked #489.

NorthRock Partners first reported a position in BOKF in Q3 2025 and has held it in 3 quarters since. 287 funds tracked by Wall St. Rank hold BOKF as of Q1 2026.

  • NorthRock Partners held 2,730 shares of BOK Financial worth $350K as of Q1 2026.
  • NorthRock Partners bought 63 BOK Financial shares in Q1 2026, an estimated $8.1K.
  • BOK Financial made up 0.01% of NorthRock Partners's portfolio in Q1 2026, its #489 holding.
  • NorthRock Partners first reported a position in BOK Financial in Q3 2025 and has held it in 3 quarters since.
  • 287 funds tracked by Wall St. Rank held BOK Financial as of Q1 2026.

Based on NorthRock Partners's 13F filing for Q1 2026, filed 15 May 2026.