TFC Financial Management’s BOK Financial BOKF Stock Holding History

TFC Financial Management’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 Q3	$127	Hold	1	–	–	﹤0.01%	891
2026 Q2	$139	Hold	1	–	–	﹤0.01%	887
2026 Q1	$129	Hold	1	–	–	﹤0.01%	845
2025 Q4	$119	Hold	1	–	–	﹤0.01%	843
2025 Q3	$112	Hold	1	–	–	﹤0.01%	879
2025 Q2	$98	Hold	1	–	–	﹤0.01%	891
2025 Q1	$105	Hold	1	–	–	﹤0.01%	809
2024 Q4	$107	Hold	1	–	–	﹤0.01%	819
2024 Q3	$105	Hold	1	–	–	﹤0.01%	840
2024 Q2	$92	Buy	+1	New	+$90	﹤0.01%	837

Other funds holding BOKF

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Mount Yale Investment Advisors Denver, Colorado $5.96B AUM 22.06% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

William Blair & Company Chicago, Illinois $38.6B AUM 22.09% 1-Year Est. Return

Arbejdsmarkedets Tillaegspension Hilleroed $3.93B AUM 7.98% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.4B AUM 32.2% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

TFC Financial Management's BOKF Position: Q3 2026 in Review

TFC Financial Management held its BOK Financial (BOKF) position steady in Q3 2026 at 1 share worth $127. The position accounts for ﹤0.01% of the portfolio, ranked #891.

TFC Financial Management first reported a position in BOKF in Q2 2024 and has held it in 10 quarters since. The position peaked at $139 in Q2 2026. 158 funds tracked by Wall St. Rank hold BOKF as of Q3 2026.

TFC Financial Management held 1 share of BOK Financial worth $127 as of Q3 2026.
TFC Financial Management left its BOK Financial share count unchanged in Q3 2026.
BOK Financial made up ﹤0.01% of TFC Financial Management's portfolio in Q3 2026, its #891 holding.
TFC Financial Management first reported a position in BOK Financial in Q2 2024 and has held it in 10 quarters since.
TFC Financial Management's BOK Financial position peaked at $139 in Q2 2026.
158 funds tracked by Wall St. Rank held BOK Financial as of Q3 2026.

Based on TFC Financial Management's 13F filing for Q3 2026, filed 26 Oct 2026.