UBS AM
BOKF icon

UBS AM’s BOK Financial BOKF Stock Holding History

UBS AM’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 		$10.2M Buy
79,378
+1,237
+2% +$159K ﹤0.01% 1184
2025
Q4 		$9.26M Sell
78,141
-1,398
-2% -$157K ﹤0.01% 1152
2025
Q3 		$8.86M Sell
79,539
-34,988
-31% -$3.74M ﹤0.01% 1106
2025
Q2 		$11.2M Buy
114,527
+24,356
+27% +$2.29M ﹤0.01% 1304
2025
Q1 		$9.39M Buy
90,171
+11,057
+14% +$1.19M ﹤0.01% 1257
2024
Q4 		$8.42M Sell
79,114
-3,495
-4% -$390K ﹤0.01% 1331
2024
Q3 		$8.64M Buy
82,609
+564
+0.7% +$56.8K ﹤0.01% 1302
2024
Q2 		$7.52M Buy
82,045
+26,714
+48% +$2.41M ﹤0.01% 1265
2024
Q1 		$5.09M Hold
55,331
– – ﹤0.01% 1242
2023
Q4 		$4.74M Buy
55,331
+3,802
+7% +$287K ﹤0.01% 1266
2023
Q3 		$4.12M Buy
51,529
+4,931
+11% +$417K ﹤0.01% 1297
2023
Q2 		$3.93M Hold
46,598
– – ﹤0.01% 1343
2023
Q1 		$3.93M Buy
46,598
+1,012
+2% +$98.9K ﹤0.01% 1343
2022
Q4 		$4.73M Buy
45,586
+285
+0.6% +$28.9K ﹤0.01% 1191
2022
Q3 		$4.03M Sell
45,301
-3,703
-8% -$320K ﹤0.01% 1275
2022
Q2 		$3.7M Sell
49,004
-991
-2% -$83.6K ﹤0.01% 1327
2022
Q1 		$4.7M Sell
49,995
-565
-1% -$58.3K ﹤0.01% 1382
2021
Q4 		$5.33M Sell
50,560
-687
-1% -$70.5K ﹤0.01% 1383
2021
Q3 		$4.59M Sell
51,247
-3,188
-6% -$273K ﹤0.01% 1385
2021
Q2 		$4.71M Buy
54,435
+6,348
+13% +$567K ﹤0.01% 1400
2021
Q1 		$4.3M Sell
48,087
-584
-1% -$49.5K ﹤0.01% 1408
2020
Q4 		$3.33M Buy
48,671
+1,894
+4% +$122K ﹤0.01% 1466
2020
Q3 		$2.41M Buy
46,777
+1,891
+4% +$104K ﹤0.01% 1478
2020
Q2 		$2.53M Buy
44,886
+1,397
+3% +$71.5K ﹤0.01% 1426
2020
Q1 		$1.85M Buy
43,489
+1,362
+3% +$96K ﹤0.01% 1442
2019
Q4 		$3.68M Buy
42,127
+1,725
+4% +$141K ﹤0.01% 1327
2019
Q3 		$3.2M Buy
40,402
+4,281
+12% +$335K ﹤0.01% 1400
2019
Q2 		$2.73M Buy
36,121
+4,803
+15% +$390K ﹤0.01% 1435
2019
Q1 		$2.55M Buy
31,318
+9,698
+45% +$815K ﹤0.01% 1404
2018
Q4 		$1.59M Buy
21,620
+2,453
+13% +$208K ﹤0.01% 1535
2018
Q3 		$1.86M Buy
19,167
+2,100
+12% +$210K ﹤0.01% 1525
2018
Q2 		$1.6M Buy
17,067
+1,700
+11% +$172K ﹤0.01% 1604
2018
Q1 		$1.52M Hold
15,367
– – ﹤0.01% 1591
2017
Q4 		$1.42M Buy
15,367
+603
+4% +$53.2K ﹤0.01% 1587
2017
Q3 		$1.32M Buy
14,764
+81
+0.6% +$6.75K ﹤0.01% 1586
2017
Q2 		$1.24M Buy
14,683
+5,959
+68% +$486K ﹤0.01% 1563
2017
Q1 		$683K Buy
8,724
+1,000
+13% +$81.5K ﹤0.01% 1769
2016
Q4 		$641K Sell
7,724
-8,300
-52% -$638K ﹤0.01% 1743
2016
Q3 		$1.1M Hold
16,024
– – ﹤0.01% 1650
2016
Q2 		$1M Sell
16,024
-600
-4% -$35.6K ﹤0.01% 1646
2016
Q1 		$908K Sell
16,624
-2,785
-14% -$145K ﹤0.01% 1673
2015
Q4 		$1.16M Buy
19,409
+500
+3% +$32.7K ﹤0.01% 1677
2015
Q3 		$1.22M Buy
18,909
+1,700
+10% +$111K ﹤0.01% 1641
2015
Q2 		$1.2M Buy
17,209
+1,500
+10% +$98.3K ﹤0.01% 1617
2015
Q1 		$962K Buy
15,709
+319
+2% +$18.6K ﹤0.01% 1646
2014
Q4 		$924K Buy
15,390
+500
+3% +$32.3K ﹤0.01% 1625
2014
Q3 		$990K Hold
14,890
– – ﹤0.01% 1567
2014
Q2 		$992K Hold
14,890
– – ﹤0.01% 1579
2014
Q1 		$1.03M Hold
14,890
– – ﹤0.01% 1552
2013
Q4 		$988K Sell
14,890
-100
-0.7% -$6.32K ﹤0.01% 1525
2013
Q3 		$950K Hold
14,990
– – ﹤0.01% 1531
2013
Q2 		$960K Buy
+14,990
New +$951K ﹤0.01% 1472

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

UBS AM's BOKF Position: Q1 2026 in Review

UBS AM increased its BOK Financial (BOKF) stake by 1.6% in Q1 2026, buying an estimated $159K and bringing the position to 79,378 shares worth $10.2M. The position accounts for ﹤0.01% of the portfolio, ranked #1184.

UBS AM first reported a position in BOKF in Q2 2013 and has held it in 52 quarters since. The position peaked at $11.2M in Q2 2025. 287 funds tracked by Wall St. Rank hold BOKF as of Q1 2026.

  • UBS AM held 79,378 shares of BOK Financial worth $10.2M as of Q1 2026.
  • UBS AM bought 1,237 BOK Financial shares in Q1 2026, an estimated $159K.
  • BOK Financial made up ﹤0.01% of UBS AM's portfolio in Q1 2026, its #1184 holding.
  • UBS AM first reported a position in BOK Financial in Q2 2013 and has held it in 52 quarters since.
  • UBS AM's BOK Financial position peaked at $11.2M in Q2 2025.
  • 287 funds tracked by Wall St. Rank held BOK Financial as of Q1 2026.

Based on UBS AM's 13F filing for Q1 2026, filed 13 May 2026.