Vest Financial’s BOK Financial BOKF Stock Holding History

Vest Financial’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	–	Sell	-16,750	Closed	-$2.15M	–	424
2026 Q1	$2.15M	Buy	16,750 +1,618	+11%	+$208K	0.03%	315
2025 Q4	$1.79M	Buy	15,132 +1,546	+11%	+$173K	0.02%	321
2025 Q3	$1.51M	Buy	13,586 +2,012	+17%	+$215K	0.02%	322
2025 Q2	$1.13M	Buy	+11,574	New	+$1.09M	0.02%	329

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 $3.38T AUM 44.17% 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

Vest Financial's BOKF Position: Q2 2026 in Review

Vest Financial sold out of BOK Financial (BOKF) in Q2 2026, closing a stake of 16,750 shares — an estimated $2.15M sold.

Vest Financial first reported a position in BOKF in Q2 2025 and held it in 4 quarters. The position peaked at $2.15M in Q1 2026. 305 funds tracked by Wall St. Rank hold BOKF as of Q2 2026.

Vest Financial reported no remaining BOK Financial position as of Q2 2026 after selling out during the quarter.
Vest Financial sold 16,750 BOK Financial shares in Q2 2026, an estimated $2.15M.
Vest Financial first reported a position in BOK Financial in Q2 2025 and held it in 4 quarters.
Vest Financial's BOK Financial position peaked at $2.15M in Q1 2026.
305 funds tracked by Wall St. Rank held BOK Financial as of Q2 2026.

Based on Vest Financial's 13F filing for Q2 2026, filed 24 Jul 2026.