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 Q2	$1.53K	Buy	11 +4	+57%	+$529	﹤0.01%	2222
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

GKFF

George Kaiser Family Foundation Tulsa, Oklahoma $1.04B AUM 36.93% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

MYIA

Mount Yale Investment Advisors Denver, Colorado $5.4B AUM 28.46% 1-Year Est. Return

VAS

Vestmark Advisory Solutions Wakefield, Massachusetts $10.6B AUM 25.02% 1-Year Est. Return

UMB Bank's BOKF Position: Q2 2026 in Review

UMB Bank increased its BOK Financial (BOKF) stake by 57% in Q2 2026, buying an estimated $529 and bringing the position to 11 shares worth $1.53K. The position accounts for ﹤0.01% of the portfolio, ranked #2222.

UMB Bank first reported a position in BOKF in Q1 2020 and has held it in 17 quarters since. The position peaked at $1.48M in Q4 2021. 306 funds tracked by Wall St. Rank hold BOKF as of Q2 2026.

UMB Bank held 11 shares of BOK Financial worth $1.53K as of Q2 2026.
UMB Bank bought 4 BOK Financial shares in Q2 2026, an estimated $529.
BOK Financial made up ﹤0.01% of UMB Bank's portfolio in Q2 2026, its #2222 holding.
UMB Bank first reported a position in BOK Financial in Q1 2020 and has held it in 17 quarters since.
UMB Bank's BOK Financial position peaked at $1.48M in Q4 2021.
306 funds tracked by Wall St. Rank held BOK Financial as of Q2 2026.

Based on UMB Bank's 13F filing for Q2 2026, filed 13 Aug 2026.