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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
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 $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

Root Financial Partners's BOKF Position: Q1 2026 in Review

Root Financial Partners increased its BOK Financial (BOKF) stake by 56% in Q1 2026, buying an estimated $17K and bringing the position to 367 shares worth $47K. The position accounts for ﹤0.01% of the portfolio, ranked #897.

Root Financial Partners first reported a position in BOKF in Q3 2025 and has held it in 3 quarters since. 287 funds tracked by Wall St. Rank hold BOKF as of Q1 2026.

  • Root Financial Partners held 367 shares of BOK Financial worth $47K as of Q1 2026.
  • Root Financial Partners bought 132 BOK Financial shares in Q1 2026, an estimated $17K.
  • BOK Financial made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #897 holding.
  • Root Financial Partners first reported a position in BOK Financial in Q3 2025 and has held it in 3 quarters since.
  • 287 funds tracked by Wall St. Rank held BOK Financial as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.