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Summit Trail Advisors’s BOK Financial BOKF Stock Holding History

Summit Trail Advisors’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 		$1.89M Buy
14,768
+7,163
+94% +$920K 0.03% 566
2025
Q4 		$901K Sell
7,605
-15
-0.2% -$1.68K 0.02% 867
2025
Q3 		$849K Buy
7,620
+3,002
+65% +$321K 0.01% 914
2025
Q2 		$451K Buy
+4,618
New +$434K 0.01% 768
2018
Q1 		– Sell
-117
Closed -$11K – 586
2017
Q4 		$11K Buy
+117
New +$10.3K ﹤0.01% 1187

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

Summit Trail Advisors's BOKF Position: Q1 2026 in Review

Summit Trail Advisors increased its BOK Financial (BOKF) stake by 94% in Q1 2026, buying an estimated $920K and bringing the position to 14,768 shares worth $1.89M. The position accounts for 0.03% of the portfolio, ranked #566.

Summit Trail Advisors first reported a position in BOKF in Q4 2017 and has held it in 5 quarters since. 287 funds tracked by Wall St. Rank hold BOKF as of Q1 2026.

  • Summit Trail Advisors held 14,768 shares of BOK Financial worth $1.89M as of Q1 2026.
  • Summit Trail Advisors bought 7,163 BOK Financial shares in Q1 2026, an estimated $920K.
  • BOK Financial made up 0.03% of Summit Trail Advisors's portfolio in Q1 2026, its #566 holding.
  • Summit Trail Advisors first reported a position in BOK Financial in Q4 2017 and has held it in 5 quarters since.
  • 287 funds tracked by Wall St. Rank held BOK Financial as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.