OQS
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Occudo Quantitative Strategies’s BOK Financial BOKF Stock Holding History

Occudo Quantitative Strategies’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 		$2.05M Buy
15,300
+4,026
+36% +$517K 0.11% 256
2025
Q4 		$1.34M Buy
+11,274
New +$1.26M 0.09% 268
2023
Q4 		– Sell
-7,387
Closed -$591K – 814
2023
Q3 		$591K Buy
+7,387
New +$625K 0.08% 441
2022
Q3 		– Sell
-16,238
Closed -$1.23M – 1185
2022
Q2 		$1.23M Buy
+16,238
New +$1.37M 0.1% 313

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

Occudo Quantitative Strategies's BOKF Position: Q1 2026 in Review

Occudo Quantitative Strategies increased its BOK Financial (BOKF) stake by 36% in Q1 2026, buying an estimated $517K and bringing the position to 15,300 shares worth $2.05M. The position accounts for 0.11% of the portfolio, ranked #256.

Occudo Quantitative Strategies first reported a position in BOKF in Q2 2022 and has held it in 4 quarters since. 287 funds tracked by Wall St. Rank hold BOKF as of Q1 2026.

  • Occudo Quantitative Strategies held 15,300 shares of BOK Financial worth $2.05M as of Q1 2026.
  • Occudo Quantitative Strategies bought 4,026 BOK Financial shares in Q1 2026, an estimated $517K.
  • BOK Financial made up 0.11% of Occudo Quantitative Strategies's portfolio in Q1 2026, its #256 holding.
  • Occudo Quantitative Strategies first reported a position in BOK Financial in Q2 2022 and has held it in 4 quarters since.
  • 287 funds tracked by Wall St. Rank held BOK Financial as of Q1 2026.

Based on Occudo Quantitative Strategies's 13F filing for Q1 2026, filed 15 May 2026.