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Sagewood Asset Management’s BOK Financial BOKF Stock Holding History

Sagewood Asset 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 		$290K Buy
+2,089
New +$276K 0.07% 321

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

Sagewood Asset Management's BOKF Position: Q2 2026 in Review

Sagewood Asset Management opened a new position in BOK Financial (BOKF) in Q2 2026: 2,089 shares worth $290K. The stake represents 0.07% of the portfolio and ranks #321 among its holdings.

306 funds tracked by Wall St. Rank hold BOKF as of Q2 2026.

  • Sagewood Asset Management held 2,089 shares of BOK Financial worth $290K as of Q2 2026.
  • BOK Financial was a new Sagewood Asset Management position in Q2 2026.
  • BOK Financial made up 0.07% of Sagewood Asset Management's portfolio in Q2 2026, its #321 holding.
  • 306 funds tracked by Wall St. Rank held BOK Financial as of Q2 2026.

Based on Sagewood Asset Management's 13F filing for Q2 2026, filed 29 Jul 2026.