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Principal Securities’s BOK Financial BOKF Stock Holding History

Principal Securities’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
Closed -$780 – 1609
2025
Q3 		$780 Hold
7
– – ﹤0.01% 3456
2025
Q2 		$683 Sell
7
-50
-88% -$4.7K ﹤0.01% 3427
2025
Q1 		$6.07K Hold
57
– – ﹤0.01% 2709
2024
Q4 		$6.07K Buy
57
+47
+470% +$5.25K ﹤0.01% 2705
2024
Q3 		$1.05K Buy
+10
New +$1.01K ﹤0.01% 3128

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CWM
CIBC World Markets New York $20.8B AUM
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
State Street
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

Principal Securities's BOKF Position: Q4 2025 in Review

Principal Securities sold out of BOK Financial (BOKF) in Q4 2025, closing a stake of 7 shares — an estimated $780 sold.

Principal Securities first reported a position in BOKF in Q3 2024 and held it in 5 quarters. The position peaked at $6.07K in Q1 2025. 251 funds tracked by Wall St. Rank hold BOKF as of Q4 2025.

  • Principal Securities reported no remaining BOK Financial position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 7 BOK Financial shares in Q4 2025, an estimated $780.
  • Principal Securities first reported a position in BOK Financial in Q3 2024 and held it in 5 quarters.
  • Principal Securities's BOK Financial position peaked at $6.07K in Q1 2025.
  • 251 funds tracked by Wall St. Rank held BOK Financial as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.