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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
Q2 		$379K Hold
2,730
– – 0.01% 485
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 $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
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
MYIA
Mount Yale Investment Advisors Denver, Colorado $5.4B AUM 28.46% 1-Year Est. Return
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $10.6B AUM 25.02% 1-Year Est. Return

NorthRock Partners's BOKF Position: Q2 2026 in Review

NorthRock Partners held its BOK Financial (BOKF) position steady in Q2 2026 at 2,730 shares worth $379K. The position accounts for 0.01% of the portfolio, ranked #485.

NorthRock Partners first reported a position in BOKF in Q3 2025 and has held it in 4 quarters since. 305 funds tracked by Wall St. Rank hold BOKF as of Q2 2026.

  • NorthRock Partners held 2,730 shares of BOK Financial worth $379K as of Q2 2026.
  • NorthRock Partners left its BOK Financial share count unchanged in Q2 2026.
  • BOK Financial made up 0.01% of NorthRock Partners's portfolio in Q2 2026, its #485 holding.
  • NorthRock Partners first reported a position in BOK Financial in Q3 2025 and has held it in 4 quarters since.
  • 305 funds tracked by Wall St. Rank held BOK Financial as of Q2 2026.

Based on NorthRock Partners's 13F filing for Q2 2026, filed 11 Aug 2026.