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Parkworth Wealth Management’s BOK Financial BOKF Stock Holding History

Parkworth 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
2025
Q2 		$488 Buy
5
+2
+67% +$188 ﹤0.01% 650
2025
Q1 		$312 Buy
3
+1
+50% +$107 ﹤0.01% 568
2024
Q4 		$213 Buy
+2
New +$223 ﹤0.01% 738

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
CWM
CIBC World Markets New York $20.8B AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Parkworth Wealth Management's BOKF Position: Q2 2025 in Review

Parkworth Wealth Management increased its BOK Financial (BOKF) stake by 67% in Q2 2025, buying an estimated $188 and bringing the position to 5 shares worth $488. The position accounts for ﹤0.01% of the portfolio, ranked #650.

Parkworth Wealth Management first reported a position in BOKF in Q4 2024 and has held it in 3 quarters since. 245 funds tracked by Wall St. Rank hold BOKF as of Q2 2025.

  • Parkworth Wealth Management held 5 shares of BOK Financial worth $488 as of Q2 2025.
  • Parkworth Wealth Management bought 2 BOK Financial shares in Q2 2025, an estimated $188.
  • BOK Financial made up ﹤0.01% of Parkworth Wealth Management's portfolio in Q2 2025, its #650 holding.
  • Parkworth Wealth Management first reported a position in BOK Financial in Q4 2024 and has held it in 3 quarters since.
  • 245 funds tracked by Wall St. Rank held BOK Financial as of Q2 2025.

Based on Parkworth Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.