UBS Group
BOKF icon

UBS Group’s BOK Financial BOKF Stock Holding History

UBS Group’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 		$24.8M Buy
193,389
+69,149
+56% +$8.89M ﹤0.01% 2362
2025
Q4 		$14.7M Buy
124,240
+20,503
+20% +$2.3M ﹤0.01% 2896
2025
Q3 		$11.6M Sell
103,737
-72,713
-41% -$7.77M ﹤0.01% 3131
2025
Q2 		$17.2M Sell
176,450
-69,987
-28% -$6.58M ﹤0.01% 2528
2025
Q1 		$25.7M Buy
246,437
+103,110
+72% +$11.1M ﹤0.01% 2110
2024
Q4 		$15.3M Buy
143,327
+120,468
+527% +$13.4M ﹤0.01% 2629
2024
Q3 		$2.39M Sell
22,859
-556
-2% -$56K ﹤0.01% 3828
2024
Q2 		$2.15M Buy
23,415
+9,506
+68% +$859K ﹤0.01% 3710
2024
Q1 		$1.28M Sell
13,909
-20,961
-60% -$1.78M ﹤0.01% 4391
2023
Q4 		$2.99M Buy
34,870
+31,403
+906% +$2.37M ﹤0.01% 3368
2023
Q3 		$277K Buy
3,467
+539
+18% +$45.6K ﹤0.01% 5120
2023
Q2 		$237K Sell
2,928
-8,372
-74% -$690K ﹤0.01% 5371
2023
Q1 		$954K Buy
11,300
+7,376
+188% +$721K ﹤0.01% 4147
2022
Q4 		$407K Sell
3,924
-14,822
-79% -$1.5M ﹤0.01% 4872
2022
Q3 		$1.67M Sell
18,746
-944
-5% -$81.7K ﹤0.01% 3314
2022
Q2 		$1.49M Buy
19,690
+1,187
+6% +$100K ﹤0.01% 3384
2022
Q1 		$1.74M Buy
18,503
+9,141
+98% +$944K ﹤0.01% 3565
2021
Q4 		$988K Sell
9,362
-17,617
-65% -$1.81M ﹤0.01% 4405
2021
Q3 		$2.42M Sell
26,979
-33,708
-56% -$2.89M ﹤0.01% 3418
2021
Q2 		$5.26M Buy
60,687
+26,763
+79% +$2.39M ﹤0.01% 2626
2021
Q1 		$3.03M Sell
33,924
-1,533
-4% -$130K ﹤0.01% 3132
2020
Q4 		$2.43M Buy
35,457
+5,011
+16% +$323K ﹤0.01% 3220
2020
Q3 		$1.57M Buy
30,446
+12,342
+68% +$679K ﹤0.01% 3286
2020
Q2 		$1.02M Buy
18,104
+15,078
+498% +$772K ﹤0.01% 3489
2020
Q1 		$129K Sell
3,026
-12,416
-80% -$875K ﹤0.01% 5060
2019
Q4 		$1.35M Sell
15,442
-2,608
-14% -$212K ﹤0.01% 3932
2019
Q3 		$1.43M Buy
18,050
+8,378
+87% +$656K ﹤0.01% 3642
2019
Q2 		$730K Sell
9,672
-10,097
-51% -$819K ﹤0.01% 3990
2019
Q1 		$1.61M Buy
19,769
+8,382
+74% +$704K ﹤0.01% 3180
2018
Q4 		$835K Buy
11,387
+10,617
+1,379% +$900K ﹤0.01% 3839
2018
Q3 		$75K Sell
770
-24
-3% -$2.4K ﹤0.01% 5826
2018
Q2 		$75K Sell
794
-8,893
-92% -$901K ﹤0.01% 5657
2018
Q1 		$959K Buy
9,687
+2,309
+31% +$223K ﹤0.01% 3741
2017
Q4 		$681K Buy
7,378
+3,631
+97% +$320K ﹤0.01% 4071
2017
Q3 		$334K Buy
3,747
+1,332
+55% +$111K ﹤0.01% 4510
2017
Q2 		$203K Sell
2,415
-1,255
-34% -$102K ﹤0.01% 4730
2017
Q1 		$288K Buy
3,670
+1,646
+81% +$134K ﹤0.01% 4418
2016
Q4 		$168K Buy
2,024
+748
+59% +$57.5K ﹤0.01% 4924
2016
Q3 		$88K Sell
1,276
-2,260
-64% -$150K ﹤0.01% 5060
2016
Q2 		$222K Sell
3,536
-747
-17% -$44.3K ﹤0.01% 4478
2016
Q1 		$234K Buy
4,283
+1,530
+56% +$79.9K ﹤0.01% 4381
2015
Q4 		$165K Sell
2,753
-6,738
-71% -$441K ﹤0.01% 4817
2015
Q3 		$615K Buy
9,491
+1,402
+17% +$91.2K ﹤0.01% 3722
2015
Q2 		$563K Sell
8,089
-16,156
-67% -$1.06M ﹤0.01% 4011
2015
Q1 		$1.49M Buy
24,245
+5,841
+32% +$341K ﹤0.01% 3206
2014
Q4 		$1.1M Buy
+18,404
New +$1.19M ﹤0.01% 3494

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 Group's BOKF Position: Q1 2026 in Review

UBS Group increased its BOK Financial (BOKF) stake by 56% in Q1 2026, buying an estimated $8.89M and bringing the position to 193,389 shares worth $24.8M. The position accounts for ﹤0.01% of the portfolio, ranked #2362.

UBS Group first reported a position in BOKF in Q4 2014 and has held it in 46 quarters since. The position peaked at $25.7M in Q1 2025. 287 funds tracked by Wall St. Rank hold BOKF as of Q1 2026.

  • UBS Group held 193,389 shares of BOK Financial worth $24.8M as of Q1 2026.
  • UBS Group bought 69,149 BOK Financial shares in Q1 2026, an estimated $8.89M.
  • BOK Financial made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #2362 holding.
  • UBS Group first reported a position in BOK Financial in Q4 2014 and has held it in 46 quarters since.
  • UBS Group's BOK Financial position peaked at $25.7M in Q1 2025.
  • 287 funds tracked by Wall St. Rank held BOK Financial as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.