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O'Shaughnessy Asset Management’s BOK Financial BOKF Stock Holding History

O'Shaughnessy Asset 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 		$737K Buy
5,306
+112
+2% +$14.8K ﹤0.01% 1413
2026
Q1 		$665K Buy
5,194
+2,118
+69% +$272K ﹤0.01% 1388
2025
Q4 		$364K Sell
3,076
-338
-10% -$37.9K ﹤0.01% 1665
2025
Q3 		$380K Buy
3,414
+149
+5% +$15.9K ﹤0.01% 1625
2025
Q2 		$319K Sell
3,265
-216
-6% -$20.3K ﹤0.01% 1599
2025
Q1 		$363K Buy
3,481
+198
+6% +$21.3K ﹤0.01% 1475
2024
Q4 		$349K Buy
3,283
+218
+7% +$24.3K ﹤0.01% 1450
2024
Q3 		$335K Buy
3,065
+384
+14% +$38.6K ﹤0.01% 1422
2024
Q2 		$246K Sell
2,681
-2,360
-47% -$213K ﹤0.01% 1461
2024
Q1 		$464K Sell
5,041
-9,272
-65% -$786K 0.01% 1130
2023
Q4 		$1.23M Sell
14,313
-33,670
-70% -$2.54M 0.02% 677
2023
Q3 		$3.84M Buy
47,983
+33,602
+234% +$2.84M 0.06% 337
2023
Q2 		$1.16M Sell
14,381
-8,702
-38% -$717K 0.02% 600
2023
Q1 		$1.95M Buy
23,083
+20,376
+753% +$1.99M 0.03% 459
2022
Q4 		$281K Sell
2,707
-4,848
-64% -$492K ﹤0.01% 990
2022
Q3 		$671K Buy
7,555
+2,591
+52% +$224K 0.01% 647
2022
Q2 		$375K Buy
4,964
+10
+0.2% +$843 0.01% 782
2022
Q1 		$465K Buy
4,954
+2,914
+143% +$301K 0.01% 744
2021
Q4 		$215K Buy
2,040
+1,918
+1,572% +$197K ﹤0.01% 1028
2021
Q3 		$11K Buy
+122
New +$10.4K ﹤0.01% 2125

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

O'Shaughnessy Asset Management's BOKF Position: Q2 2026 in Review

O'Shaughnessy Asset Management increased its BOK Financial (BOKF) stake by 2.2% in Q2 2026, buying an estimated $14.8K and bringing the position to 5,306 shares worth $737K. The position accounts for ﹤0.01% of the portfolio, ranked #1413.

O'Shaughnessy Asset Management first reported a position in BOKF in Q3 2021 and has held it in 20 quarters since. The position peaked at $3.84M in Q3 2023. 305 funds tracked by Wall St. Rank hold BOKF as of Q2 2026.

  • O'Shaughnessy Asset Management held 5,306 shares of BOK Financial worth $737K as of Q2 2026.
  • O'Shaughnessy Asset Management bought 112 BOK Financial shares in Q2 2026, an estimated $14.8K.
  • BOK Financial made up ﹤0.01% of O'Shaughnessy Asset Management's portfolio in Q2 2026, its #1413 holding.
  • O'Shaughnessy Asset Management first reported a position in BOK Financial in Q3 2021 and has held it in 20 quarters since.
  • O'Shaughnessy Asset Management's BOK Financial position peaked at $3.84M in Q3 2023.
  • 305 funds tracked by Wall St. Rank held BOK Financial as of Q2 2026.

Based on O'Shaughnessy Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.