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BOKF icon

&Partners’s BOK Financial BOKF Stock Holding History

&Partners’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 		$283K Sell
2,213
-458
-17% -$58.9K ﹤0.01% 2038
2025
Q4 		$316K Sell
2,671
-533
-17% -$59.8K ﹤0.01% 1881
2025
Q3 		$357K Sell
3,204
-86
-3% -$9.19K ﹤0.01% 1656
2025
Q2 		$322K Sell
3,290
-305
-8% -$28.7K ﹤0.01% 1584
2025
Q1 		$373K Buy
3,595
+320
+10% +$34.4K ﹤0.01% 1296
2024
Q4 		$354K Buy
3,275
+697
+27% +$77.8K ﹤0.01% 1249
2024
Q3 		$270K Buy
+2,578
New +$259K 0.01% 1157

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

&Partners's BOKF Position: Q1 2026 in Review

&Partners reduced its BOK Financial (BOKF) stake by 17% in Q1 2026, selling an estimated $58.9K and leaving 2,213 shares worth $283K. The position accounts for ﹤0.01% of the portfolio, ranked #2038.

&Partners first reported a position in BOKF in Q3 2024 and has held it in 7 quarters since. The position peaked at $373K in Q1 2025. 287 funds tracked by Wall St. Rank hold BOKF as of Q1 2026.

  • &Partners held 2,213 shares of BOK Financial worth $283K as of Q1 2026.
  • &Partners sold 458 BOK Financial shares in Q1 2026, an estimated $58.9K.
  • BOK Financial made up ﹤0.01% of &Partners's portfolio in Q1 2026, its #2038 holding.
  • &Partners first reported a position in BOK Financial in Q3 2024 and has held it in 7 quarters since.
  • &Partners's BOK Financial position peaked at $373K in Q1 2025.
  • 287 funds tracked by Wall St. Rank held BOK Financial as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.