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VELA Investment Management’s BOK Financial BOKF Stock Holding History

VELA 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
2026
Q1 		– Sell
-17,849
Closed -$2.11M – 179
2025
Q4 		$2.11M Sell
17,849
-4,451
-20% -$499K 0.5% 68
2025
Q3 		$2.49M Sell
22,300
-261
-1% -$27.9K 0.61% 52
2025
Q2 		$2.2M Buy
22,561
+854
+4% +$80.3K 0.6% 57
2025
Q1 		$2.26M Hold
21,707
– – 0.71% 46
2024
Q4 		$2.31M Buy
21,707
+3,165
+17% +$353K 0.64% 55
2024
Q3 		$1.94M Hold
18,542
– – 0.6% 54
2024
Q2 		$1.7M Hold
18,542
– – 0.53% 65
2024
Q1 		$1.71M Buy
18,542
+9,304
+101% +$789K 0.58% 55
2023
Q4 		$791K Hold
9,238
– – 0.3% 109
2023
Q3 		$739K Sell
9,238
-12,857
-58% -$1.09M 0.32% 92
2023
Q2 		$1.78M Hold
22,095
– – 0.82% 40
2023
Q1 		$1.87M Buy
22,095
+5,004
+29% +$489K 0.85% 40
2022
Q4 		$1.77M Buy
17,091
+500
+3% +$50.7K 0.88% 35
2022
Q3 		$1.47M Hold
16,591
– – 0.84% 35
2022
Q2 		$1.25M Buy
16,591
+4,216
+34% +$356K 0.72% 44
2022
Q1 		$1.16M Buy
12,375
+56
+0.5% +$5.78K 0.73% 45
2021
Q4 		$1.3M Buy
+12,319
New +$1.26M 0.87% 37

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 $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

VELA Investment Management's BOKF Position: Q1 2026 in Review

VELA Investment Management sold out of BOK Financial (BOKF) in Q1 2026, closing a stake of 17,849 shares — an estimated $2.11M sold.

VELA Investment Management first reported a position in BOKF in Q4 2021 and held it in 17 quarters. The position peaked at $2.49M in Q3 2025. 288 funds tracked by Wall St. Rank hold BOKF as of Q1 2026.

  • VELA Investment Management reported no remaining BOK Financial position as of Q1 2026 after selling out during the quarter.
  • VELA Investment Management sold 17,849 BOK Financial shares in Q1 2026, an estimated $2.11M.
  • VELA Investment Management first reported a position in BOK Financial in Q4 2021 and held it in 17 quarters.
  • VELA Investment Management's BOK Financial position peaked at $2.49M in Q3 2025.
  • 288 funds tracked by Wall St. Rank held BOK Financial as of Q1 2026.

Based on VELA Investment Management's 13F filing for Q1 2026, filed 8 May 2026.