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Sunbelt Securities’s BOK Financial BOKF Stock Holding History

Sunbelt Securities’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 		$640 Hold
5
– – ﹤0.01% 2218
2025
Q4 		$592 Sell
5
-5
-50% -$561 ﹤0.01% 2202
2025
Q3 		$1.11K Buy
+10
New +$1.07K ﹤0.01% 2021

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

Sunbelt Securities's BOKF Position: Q1 2026 in Review

Sunbelt Securities held its BOK Financial (BOKF) position steady in Q1 2026 at 5 shares worth $640. The position accounts for ﹤0.01% of the portfolio, ranked #2218.

Sunbelt Securities first reported a position in BOKF in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.11K in Q3 2025. 287 funds tracked by Wall St. Rank hold BOKF as of Q1 2026.

  • Sunbelt Securities held 5 shares of BOK Financial worth $640 as of Q1 2026.
  • Sunbelt Securities left its BOK Financial share count unchanged in Q1 2026.
  • BOK Financial made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #2218 holding.
  • Sunbelt Securities first reported a position in BOK Financial in Q3 2025 and has held it in 3 quarters since.
  • Sunbelt Securities's BOK Financial position peaked at $1.11K in Q3 2025.
  • 287 funds tracked by Wall St. Rank held BOK Financial as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.