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Private Trust Company’s BOK Financial BOKF Stock Holding History

Private Trust Company’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 		$11.4K Sell
89
-18
-17% -$2.31K ﹤0.01% 1929
2025
Q4 		$12.7K Sell
107
-48
-31% -$5.38K ﹤0.01% 1853
2025
Q3 		$17.3K Hold
155
– – ﹤0.01% 1707
2025
Q2 		$15.1K Hold
155
– – ﹤0.01% 1682
2025
Q1 		$16.1K Buy
155
+106
+216% +$11.4K ﹤0.01% 1638
2024
Q4 		$5.22K Buy
49
+40
+444% +$4.47K ﹤0.01% 1963
2024
Q3 		$942 Hold
9
– – ﹤0.01% 2208
2024
Q2 		$825 Hold
9
– – ﹤0.01% 2207
2024
Q1 		$828 Hold
9
– – ﹤0.01% 2170
2023
Q4 		$771 Hold
9
– – ﹤0.01% 2210
2023
Q3 		$720 Hold
9
– – ﹤0.01% 2223
2023
Q2 		$727 Hold
9
– – ﹤0.01% 2200
2023
Q1 		$760 Hold
9
– – ﹤0.01% 2178
2022
Q4 		$1K Hold
9
– – ﹤0.01% 2073
2022
Q3 		$1K Hold
9
– – ﹤0.01% 1930
2022
Q2 		$1K Buy
+9
New +$759 ﹤0.01% 2014

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 $5.72T 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 $74.4B AUM
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Private Trust Company's BOKF Position: Q1 2026 in Review

Private Trust Company reduced its BOK Financial (BOKF) stake by 17% in Q1 2026, selling an estimated $2.31K and leaving 89 shares worth $11.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1929.

Private Trust Company first reported a position in BOKF in Q2 2022 and has held it in 16 quarters since. The position peaked at $17.3K in Q3 2025. 287 funds tracked by Wall St. Rank hold BOKF as of Q1 2026.

  • Private Trust Company held 89 shares of BOK Financial worth $11.4K as of Q1 2026.
  • Private Trust Company sold 18 BOK Financial shares in Q1 2026, an estimated $2.31K.
  • BOK Financial made up ﹤0.01% of Private Trust Company's portfolio in Q1 2026, its #1929 holding.
  • Private Trust Company first reported a position in BOK Financial in Q2 2022 and has held it in 16 quarters since.
  • Private Trust Company's BOK Financial position peaked at $17.3K in Q3 2025.
  • 287 funds tracked by Wall St. Rank held BOK Financial as of Q1 2026.

Based on Private Trust Company's 13F filing for Q1 2026, filed 30 Apr 2026.