Northwestern Mutual Wealth Management
BOKF icon

Northwestern Mutual Wealth Management’s BOK Financial BOKF Stock Holding History

Northwestern Mutual Wealth 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
2026
Q2 		$25.7K Hold
185
– – ﹤0.01% 2779
2026
Q1 		$23.7K Hold
185
– – ﹤0.01% 2742
2025
Q4 		$21.9K Sell
185
-4
-2% -$448 ﹤0.01% 2711
2025
Q3 		$21.1K Hold
189
– – ﹤0.01% 2649
2025
Q2 		$18.5K Sell
189
-2,018
-91% -$190K ﹤0.01% 2598
2025
Q1 		$230K Buy
2,207
+349
+19% +$37.5K ﹤0.01% 1611
2024
Q4 		$198K Buy
+1,858
New +$207K ﹤0.01% 1659
2024
Q2 		– Sell
-6
Closed -$552 – 3521
2024
Q1 		$552 Buy
+6
New +$509 ﹤0.01% 3276
2020
Q1 		– Sell
-39
Closed -$3K – 2557
2019
Q4 		$3K Buy
+39
New +$3.18K ﹤0.01% 2155
2019
Q3 		– Sell
-70
Closed -$5K – 2470
2019
Q2 		$5K Buy
70
+51
+268% +$4.14K ﹤0.01% 2113
2019
Q1 		$2K Buy
+19
New +$1.6K ﹤0.01% 2291
2018
Q1 		– Sell
-11
Closed -$1K – 2203
2017
Q4 		$1K Sell
11
-39
-78% -$3.44K ﹤0.01% 2198
2017
Q3 		$4K Buy
50
+22
+79% +$1.83K ﹤0.01% 1853
2017
Q2 		$2K Hold
28
– – ﹤0.01% 1867
2017
Q1 		$2K Sell
28
-82
-75% -$6.68K ﹤0.01% 1833
2016
Q4 		$9K Buy
+110
New +$8.45K ﹤0.01% 1641
2016
Q1 		– Sell
-20
Closed -$1K – 2127
2015
Q4 		$1K Hold
20
– – ﹤0.01% 1487
2015
Q3 		$1K Hold
20
– – ﹤0.01% 1532
2015
Q2 		$1K Hold
20
– – ﹤0.01% 1299
2015
Q1 		$1K Hold
20
– – ﹤0.01% 1437
2014
Q4 		$1K Hold
20
– – ﹤0.01% 1603
2014
Q3 		$1K Buy
+20
New +$1.33K ﹤0.01% 1239

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 $3.38T AUM 44.17% 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

Northwestern Mutual Wealth Management's BOKF Position: Q2 2026 in Review

Northwestern Mutual Wealth Management held its BOK Financial (BOKF) position steady in Q2 2026 at 185 shares worth $25.7K. The position accounts for ﹤0.01% of the portfolio, ranked #2779.

Northwestern Mutual Wealth Management first reported a position in BOKF in Q3 2014 and has held it in 22 quarters since. The position peaked at $230K in Q1 2025. 305 funds tracked by Wall St. Rank hold BOKF as of Q2 2026.

  • Northwestern Mutual Wealth Management held 185 shares of BOK Financial worth $25.7K as of Q2 2026.
  • Northwestern Mutual Wealth Management left its BOK Financial share count unchanged in Q2 2026.
  • BOK Financial made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q2 2026, its #2779 holding.
  • Northwestern Mutual Wealth Management first reported a position in BOK Financial in Q3 2014 and has held it in 22 quarters since.
  • Northwestern Mutual Wealth Management's BOK Financial position peaked at $230K in Q1 2025.
  • 305 funds tracked by Wall St. Rank held BOK Financial as of Q2 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.