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Root Financial Partners’s BOK Financial BOKF Stock Holding History

Root Financial 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
-367
Closed -$47K – 786
2026
Q1 		$47K Buy
367
+132
+56% +$17K ﹤0.01% 897
2025
Q4 		$27.8K Buy
235
+33
+16% +$3.7K ﹤0.01% 993
2025
Q3 		$22.5K Buy
+202
New +$21.6K ﹤0.01% 1056

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 $3.37T AUM 44.26% 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

Root Financial Partners's BOKF Position: Q2 2026 in Review

Root Financial Partners sold out of BOK Financial (BOKF) in Q2 2026, closing a stake of 367 shares — an estimated $47K sold.

Root Financial Partners first reported a position in BOKF in Q3 2025 and held it in 3 quarters. The position peaked at $47K in Q1 2026. 305 funds tracked by Wall St. Rank hold BOKF as of Q2 2026.

  • Root Financial Partners reported no remaining BOK Financial position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 367 BOK Financial shares in Q2 2026, an estimated $47K.
  • Root Financial Partners first reported a position in BOK Financial in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's BOK Financial position peaked at $47K in Q1 2026.
  • 305 funds tracked by Wall St. Rank held BOK Financial as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.