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Tortoise Investment Management’s BOK Financial BOKF Stock Holding History

Tortoise Investment 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
2025
Q4 		– Sell
-1
Closed -$111 – 389
2025
Q3 		$111 Buy
+1
New +$107 ﹤0.01% 1365

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CWM
CIBC World Markets New York $20.8B AUM
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
FGP
Freestone Grove Partners San Francisco, California $15.6B AUM 27.39% 1-Year Est. Return

Tortoise Investment Management's BOKF Position: Q4 2025 in Review

Tortoise Investment Management sold out of BOK Financial (BOKF) in Q4 2025, closing a stake of 1 share — an estimated $111 sold.

Tortoise Investment Management first reported a position in BOKF in Q3 2025 and held it in 1 quarter. The position peaked at $111 in Q3 2025. 252 funds tracked by Wall St. Rank hold BOKF as of Q4 2025.

  • Tortoise Investment Management reported no remaining BOK Financial position as of Q4 2025 after selling out during the quarter.
  • Tortoise Investment Management sold 1 BOK Financial share in Q4 2025, an estimated $111.
  • Tortoise Investment Management first reported a position in BOK Financial in Q3 2025 and held it in 1 quarter.
  • Tortoise Investment Management's BOK Financial position peaked at $111 in Q3 2025.
  • 252 funds tracked by Wall St. Rank held BOK Financial as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.