SVB Wealth’s BOK Financial BOKF Stock Holding History

SVB Wealth’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 Q2	–	Sell	-33	Closed	-$3.44K	–	676
2025 Q1	$3.44K	Buy	+33	New	+$3.54K	﹤0.01%	1106

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

CWM

CIBC World Markets New York $20.8B 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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

SVB Wealth's BOKF Position: Q2 2025 in Review

SVB Wealth sold out of BOK Financial (BOKF) in Q2 2025, closing a stake of 33 shares — an estimated $3.44K sold.

SVB Wealth first reported a position in BOKF in Q1 2025 and held it in 1 quarter. The position peaked at $3.44K in Q1 2025. 245 funds tracked by Wall St. Rank hold BOKF as of Q2 2025.

SVB Wealth reported no remaining BOK Financial position as of Q2 2025 after selling out during the quarter.
SVB Wealth sold 33 BOK Financial shares in Q2 2025, an estimated $3.44K.
SVB Wealth first reported a position in BOK Financial in Q1 2025 and held it in 1 quarter.
SVB Wealth's BOK Financial position peaked at $3.44K in Q1 2025.
245 funds tracked by Wall St. Rank held BOK Financial as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.