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
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 $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 $5.7T 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 $74B AUM
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $56.9B AUM 39.33% 1-Year Est. Return