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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
Q2 		$2.86M Buy
20,558
+5,790
+39% +$765K 0.04% 384
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 $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

Summit Trail Advisors's BOKF Position: Q2 2026 in Review

Summit Trail Advisors increased its BOK Financial (BOKF) stake by 39% in Q2 2026, buying an estimated $765K and bringing the position to 20,558 shares worth $2.86M. The position accounts for 0.04% of the portfolio, ranked #384.

Summit Trail Advisors first reported a position in BOKF in Q4 2017 and has held it in 6 quarters since. 306 funds tracked by Wall St. Rank hold BOKF as of Q2 2026.

  • Summit Trail Advisors held 20,558 shares of BOK Financial worth $2.86M as of Q2 2026.
  • Summit Trail Advisors bought 5,790 BOK Financial shares in Q2 2026, an estimated $765K.
  • BOK Financial made up 0.04% of Summit Trail Advisors's portfolio in Q2 2026, its #384 holding.
  • Summit Trail Advisors first reported a position in BOK Financial in Q4 2017 and has held it in 6 quarters since.
  • 306 funds tracked by Wall St. Rank held BOK Financial as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.