Osaic Holdings
BOKF icon

Osaic Holdings’s BOK Financial BOKF Stock Holding History

Osaic Holdings’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 		$158K Buy
1,228
+114
+10% +$14.6K ﹤0.01% 4342
2025
Q4 		$132K Sell
1,114
-124
-10% -$13.9K ﹤0.01% 4473
2025
Q3 		$138K Sell
1,238
-73
-6% -$7.8K ﹤0.01% 4515
2025
Q2 		$129K Buy
1,311
+194
+17% +$18.3K ﹤0.01% 4291
2025
Q1 		$117K Buy
1,117
+34
+3% +$3.65K ﹤0.01% 4061
2024
Q4 		$116K Sell
1,083
-12
-1% -$1.34K ﹤0.01% 4069
2024
Q3 		$115K Sell
1,095
-21
-2% -$2.11K ﹤0.01% 4130
2024
Q2 		$102K Sell
1,116
-1,737
-61% -$157K ﹤0.01% 4123
2024
Q1 		$263K Sell
2,853
-266
-9% -$22.5K ﹤0.01% 3457
2023
Q4 		$268K Sell
3,119
-1,348
-30% -$102K ﹤0.01% 3684
2023
Q3 		$357K Buy
4,467
+1,426
+47% +$121K ﹤0.01% 3534
2023
Q2 		$246K Sell
3,041
-1
-0% -$82 ﹤0.01% 3728
2023
Q1 		$257K Sell
3,042
-460
-13% -$45K ﹤0.01% 3663
2022
Q4 		$364K Buy
3,502
+491
+16% +$49.8K ﹤0.01% 3317
2022
Q3 		$268K Buy
3,011
+26
+0.9% +$2.25K ﹤0.01% 3477
2022
Q2 		$225K Sell
2,985
-6
-0.2% -$506 ﹤0.01% 3673
2022
Q1 		$281K Buy
2,991
+850
+40% +$87.7K ﹤0.01% 3737
2021
Q4 		$226K Buy
2,141
+99
+5% +$10.2K ﹤0.01% 3832
2021
Q3 		$183K Sell
2,042
-1
-0% -$86 ﹤0.01% 3980
2021
Q2 		$177K Sell
2,043
-26
-1% -$2.32K ﹤0.01% 3962
2021
Q1 		$185K Sell
2,069
-1,693
-45% -$144K ﹤0.01% 3806
2020
Q4 		$258K Sell
3,762
-145
-4% -$9.34K ﹤0.01% 3244
2020
Q3 		$202K Sell
3,907
-517
-12% -$28.4K ﹤0.01% 3245
2020
Q2 		$250K Buy
4,424
+1,852
+72% +$94.8K ﹤0.01% 2928
2020
Q1 		$108K Buy
+2,572
New +$181K ﹤0.01% 3406

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

Osaic Holdings's BOKF Position: Q1 2026 in Review

Osaic Holdings increased its BOK Financial (BOKF) stake by 10% in Q1 2026, buying an estimated $14.6K and bringing the position to 1,228 shares worth $158K. The position accounts for ﹤0.01% of the portfolio, ranked #4342.

Osaic Holdings first reported a position in BOKF in Q1 2020 and has held it in 25 quarters since. The position peaked at $364K in Q4 2022. 287 funds tracked by Wall St. Rank hold BOKF as of Q1 2026.

  • Osaic Holdings held 1,228 shares of BOK Financial worth $158K as of Q1 2026.
  • Osaic Holdings bought 114 BOK Financial shares in Q1 2026, an estimated $14.6K.
  • BOK Financial made up ﹤0.01% of Osaic Holdings's portfolio in Q1 2026, its #4342 holding.
  • Osaic Holdings first reported a position in BOK Financial in Q1 2020 and has held it in 25 quarters since.
  • Osaic Holdings's BOK Financial position peaked at $364K in Q4 2022.
  • 287 funds tracked by Wall St. Rank held BOK Financial as of Q1 2026.

Based on Osaic Holdings's 13F filing for Q1 2026, filed 15 May 2026.