UMB Bank’s BOK Financial BOKF Stock Holding History

UMB Bank’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	$896	Buy	7 +2	+40%	+$257	﹤0.01%	2222
2025 Q4	$592	Hold	5	–	–	﹤0.01%	2237
2025 Q3	$557	Buy	5 +2	+67%	+$214	﹤0.01%	2123
2025 Q2	$293	Buy	+3	New	+$282	﹤0.01%	2093
2023 Q1	–	Sell	-14,000	Closed	-$1.45M	–	1711
2022 Q4	$1.45M	Hold	14,000	–	–	0.02%	292
2022 Q3	$1.24M	Hold	14,000	–	–	0.02%	311
2022 Q2	$1.06M	Hold	14,000	–	–	0.02%	357
2022 Q1	$1.31M	Hold	14,000	–	–	0.02%	346
2021 Q4	$1.48M	Hold	14,000	–	–	0.02%	343
2021 Q3	$1.25M	Hold	14,000	–	–	0.03%	222
2021 Q2	$1.21M	Hold	14,000	–	–	0.03%	226
2021 Q1	$1.25M	Sell	14,000 -12	-0.1%	-$1.02K	0.03%	216
2020 Q4	$960K	Buy	14,012 +12	+0.1%	+$773	0.03%	220
2020 Q3	$790K	Hold	14,000	–	–	0.02%	225
2020 Q2	$790K	Hold	14,000	–	–	0.02%	225
2020 Q1	$596K	Buy	+14,000	New	+$987K	0.02%	232

Other funds holding BOKF

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

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 New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

CIBC Bancorp USA Chicago, Illinois $74B AUM

CIBC World Market

CIBC World Market Toronto, Ontario, Canada $56.9B AUM 39.33% 1-Year Est. Return