Rockefeller Capital Management
BOKF icon

Rockefeller Capital Management’s BOK Financial BOKF Stock Holding History

Rockefeller Capital Management’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 		$256K Sell
1,840
-92
-5% -$12.2K ﹤0.01% 2469
2026
Q1 		$247K Sell
1,932
-479
-20% -$61.5K ﹤0.01% 2359
2025
Q4 		$286K Buy
2,411
+1,417
+143% +$159K ﹤0.01% 2183
2025
Q3 		$111K Buy
+994
New +$106K ﹤0.01% 2537
2023
Q1 		– Sell
-1,222
Closed -$126K – 2213
2022
Q4 		$126K Buy
1,222
+100
+9% +$10.1K ﹤0.01% 1904
2022
Q3 		$99K Buy
1,122
+45
+4% +$3.89K ﹤0.01% 1994
2022
Q2 		$81K Sell
1,077
-199
-16% -$16.8K ﹤0.01% 2054
2022
Q1 		$119K Buy
1,276
+201
+19% +$20.7K ﹤0.01% 1907
2021
Q4 		$113K Hold
1,075
– – ﹤0.01% 1878
2021
Q3 		$96K Hold
1,075
– – ﹤0.01% 1877
2021
Q2 		$93K Hold
1,075
– – ﹤0.01% 1830
2021
Q1 		$96K Sell
1,075
-721
-40% -$61.1K ﹤0.01% 1609
2020
Q4 		$122K Hold
1,796
– – ﹤0.01% 1364
2020
Q3 		$92K Buy
1,796
+1,027
+134% +$56.5K ﹤0.01% 1287
2020
Q2 		$43K Buy
769
+765
+19,125% +$39.2K ﹤0.01% 1443
2020
Q1 		$0 Buy
+4
New +$282 ﹤0.01% 2363
2019
Q3 		– Sell
-172
Closed -$13K – 1917
2019
Q2 		$13K Buy
+172
New +$14K ﹤0.01% 1142

Other funds holding BOKF

GKFF
George Kaiser Family Foundation Tulsa, Oklahoma $1.04B AUM 36.93% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
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

Rockefeller Capital Management's BOKF Position: Q2 2026 in Review

Rockefeller Capital Management reduced its BOK Financial (BOKF) stake by 4.8% in Q2 2026, selling an estimated $12.2K and leaving 1,840 shares worth $256K. The position accounts for ﹤0.01% of the portfolio, ranked #2469.

Rockefeller Capital Management first reported a position in BOKF in Q2 2019 and has held it in 17 quarters since. The position peaked at $286K in Q4 2025. 305 funds tracked by Wall St. Rank hold BOKF as of Q2 2026.

  • Rockefeller Capital Management held 1,840 shares of BOK Financial worth $256K as of Q2 2026.
  • Rockefeller Capital Management sold 92 BOK Financial shares in Q2 2026, an estimated $12.2K.
  • BOK Financial made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #2469 holding.
  • Rockefeller Capital Management first reported a position in BOK Financial in Q2 2019 and has held it in 17 quarters since.
  • Rockefeller Capital Management's BOK Financial position peaked at $286K in Q4 2025.
  • 305 funds tracked by Wall St. Rank held BOK Financial as of Q2 2026.

Based on Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.