Pathstone Holdings
BOKF icon

Pathstone Holdings’s BOK Financial BOKF Stock Holding History

Pathstone 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
Q2 		$5.88M Buy
42,306
+113
+0.3% +$14.9K 0.02% 583
2026
Q1 		$5.4M Buy
42,193
+167
+0.4% +$21.5K 0.02% 542
2025
Q4 		$4.98M Buy
42,026
+36,438
+652% +$4.09M 0.02% 567
2025
Q3 		$623K Buy
5,588
+5
+0.1% +$534 ﹤0.01% 1663
2025
Q2 		$545K Buy
5,583
+98
+2% +$9.22K ﹤0.01% 1685
2025
Q1 		$571K Buy
5,485
+4
+0.1% +$430 ﹤0.01% 1654
2024
Q4 		$583K Sell
5,481
-215
-4% -$24K ﹤0.01% 1657
2024
Q3 		$596K Buy
5,696
+706
+14% +$71.1K ﹤0.01% 1645
2024
Q2 		$457K Buy
+4,990
New +$451K ﹤0.01% 1737

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 $3.37T AUM 44.26% 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

Pathstone Holdings's BOKF Position: Q2 2026 in Review

Pathstone Holdings increased its BOK Financial (BOKF) stake by 0.27% in Q2 2026, buying an estimated $14.9K and bringing the position to 42,306 shares worth $5.88M. The position accounts for 0.02% of the portfolio, ranked #583.

Pathstone Holdings first reported a position in BOKF in Q2 2024 and has held it in 9 quarters since. 306 funds tracked by Wall St. Rank hold BOKF as of Q2 2026.

  • Pathstone Holdings held 42,306 shares of BOK Financial worth $5.88M as of Q2 2026.
  • Pathstone Holdings bought 113 BOK Financial shares in Q2 2026, an estimated $14.9K.
  • BOK Financial made up 0.02% of Pathstone Holdings's portfolio in Q2 2026, its #583 holding.
  • Pathstone Holdings first reported a position in BOK Financial in Q2 2024 and has held it in 9 quarters since.
  • 306 funds tracked by Wall St. Rank held BOK Financial as of Q2 2026.

Based on Pathstone Holdings's 13F filing for Q2 2026, filed 13 Aug 2026.