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Perbak Capital Partners’s BOK Financial BOKF Stock Holding History

Perbak Capital 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
Q2 		– Sell
-2,610
Closed -$334K – 41
2026
Q1 		$334K Buy
+2,610
New +$335K 0.08% 249

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AI
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Fidelity Investments
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BlackRock
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Vanguard Portfolio Management
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State Street
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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

Perbak Capital Partners's BOKF Position: Q2 2026 in Review

Perbak Capital Partners sold out of BOK Financial (BOKF) in Q2 2026, closing a stake of 2,610 shares — an estimated $334K sold.

Perbak Capital Partners first reported a position in BOKF in Q1 2026 and held it in 1 quarter. The position peaked at $334K in Q1 2026. 306 funds tracked by Wall St. Rank hold BOKF as of Q2 2026.

  • Perbak Capital Partners reported no remaining BOK Financial position as of Q2 2026 after selling out during the quarter.
  • Perbak Capital Partners sold 2,610 BOK Financial shares in Q2 2026, an estimated $334K.
  • Perbak Capital Partners first reported a position in BOK Financial in Q1 2026 and held it in 1 quarter.
  • Perbak Capital Partners's BOK Financial position peaked at $334K in Q1 2026.
  • 306 funds tracked by Wall St. Rank held BOK Financial as of Q2 2026.

Based on Perbak Capital Partners's 13F filing for Q2 2026.