SummitTX Capital’s BOK Financial BOKF Stock Holding History

SummitTX Capital’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
2025 Q3	–	Sell	-4,905	Closed	-$479K	–	768
2025 Q2	$479K	Buy	+4,905	New	+$461K	0.02%	517

Other funds holding BOKF

GKFF

George Kaiser Family Foundation Tulsa, Oklahoma $883M AUM 21.04% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

CBU

CIBC Bancorp USA Chicago, Illinois $74.4B AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

SummitTX Capital's BOKF Position: Q3 2025 in Review

SummitTX Capital sold out of BOK Financial (BOKF) in Q3 2025, closing a stake of 4,905 shares — an estimated $479K sold.

SummitTX Capital first reported a position in BOKF in Q2 2025 and held it in 1 quarter. The position peaked at $479K in Q2 2025. 250 funds tracked by Wall St. Rank hold BOKF as of Q3 2025.

SummitTX Capital reported no remaining BOK Financial position as of Q3 2025 after selling out during the quarter.
SummitTX Capital sold 4,905 BOK Financial shares in Q3 2025, an estimated $479K.
SummitTX Capital first reported a position in BOK Financial in Q2 2025 and held it in 1 quarter.
SummitTX Capital's BOK Financial position peaked at $479K in Q2 2025.
250 funds tracked by Wall St. Rank held BOK Financial as of Q3 2025.

Based on SummitTX Capital's 13F filing for Q3 2025, filed 14 Nov 2025.