Plan Group Financial’s BOK Financial BOKF Stock Holding History

Plan Group Financial’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 Q4	–	Sell	-7,121	Closed	-$794K	–	205
2025 Q3	$794K	Sell	7,121 -57	-0.8%	-$6.09K	0.21%	98
2025 Q2	$701K	Buy	+7,178	New	+$675K	0.23%	97
2023 Q3	–	Sell	-4,000	Closed	-$323K	–	75
2023 Q2	$323K	Buy	+4,000	New	+$330K	0.27%	46

Other funds holding BOKF

GKFF

George Kaiser Family Foundation Tulsa, Oklahoma $883M AUM 21.04% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

CWM

CIBC World Markets New York $20.8B AUM

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

FGP

Freestone Grove Partners San Francisco, California $14.2B AUM 24.58% 1-Year Est. Return

Plan Group Financial's BOKF Position: Q4 2025 in Review

Plan Group Financial sold out of BOK Financial (BOKF) in Q4 2025, closing a stake of 7,121 shares — an estimated $794K sold.

Plan Group Financial first reported a position in BOKF in Q2 2023 and held it in 3 quarters. The position peaked at $794K in Q3 2025. 251 funds tracked by Wall St. Rank hold BOKF as of Q4 2025.

Plan Group Financial reported no remaining BOK Financial position as of Q4 2025 after selling out during the quarter.
Plan Group Financial sold 7,121 BOK Financial shares in Q4 2025, an estimated $794K.
Plan Group Financial first reported a position in BOK Financial in Q2 2023 and held it in 3 quarters.
Plan Group Financial's BOK Financial position peaked at $794K in Q3 2025.
251 funds tracked by Wall St. Rank held BOK Financial as of Q4 2025.

Based on Plan Group Financial's 13F filing for Q4 2025, filed 3 Feb 2026.