Westwood Holdings Group’s BOK Financial BOKF Stock Holding History

Westwood Holdings 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	$304K	Hold	2,370	–	–	﹤0.01%	425
2025 Q4	$281K	Sell	2,370 -265	-10%	-$29.7K	﹤0.01%	459
2025 Q3	$294K	Sell	2,635 -2,004	-43%	-$214K	﹤0.01%	455
2025 Q2	$453K	Hold	4,639	–	–	﹤0.01%	421
2025 Q1	$483K	Hold	4,639	–	–	﹤0.01%	398
2024 Q4	$494K	Hold	4,639	–	–	﹤0.01%	411
2024 Q3	$485K	Hold	4,639	–	–	﹤0.01%	399
2024 Q2	$425K	Hold	4,639	–	–	﹤0.01%	396
2024 Q1	$427K	Sell	4,639 -61,433	-93%	-$5.21M	﹤0.01%	410
2023 Q4	$5.66M	Hold	66,072	–	–	0.05%	249
2023 Q3	$5.28M	Hold	66,072	–	–	0.05%	242
2023 Q2	$5.34M	Buy	66,072 +10,597	+19%	+$873K	0.05%	246
2023 Q1	$4.68M	Sell	55,475 -686	-1%	-$67.1K	0.04%	250
2022 Q4	$5.83M	Hold	56,161	–	–	0.05%	235
2022 Q3	$4.99M	Sell	56,161 -23,867	-30%	-$2.07M	0.06%	206
2022 Q2	$6.05M	Sell	80,028 -25,041	-24%	-$2.11M	0.07%	210
2022 Q1	$9.87M	Sell	105,069 -177,549	-63%	-$18.3M	0.09%	200
2021 Q4	$29.8M	Sell	282,618 -22,054	-7%	-$2.26M	0.27%	131
2021 Q3	$27.3M	Sell	304,672 -5,151	-2%	-$441K	0.3%	112
2021 Q2	$26.8M	Buy	309,823 +3,362	+1%	+$300K	0.27%	123
2021 Q1	$27.4M	Buy	306,461 +4,531	+2%	+$384K	0.28%	117
2020 Q4	$20.7M	Buy	301,930 +51,812	+21%	+$3.34M	0.24%	131
2020 Q3	$12.9M	Buy	250,118 +32,681	+15%	+$1.8M	0.16%	180
2020 Q2	$12.3M	Buy	+217,437	New	+$11.1M	0.16%	181
2020 Q1	–	Sell	-3,844	Closed	-$336K	–	421
2019 Q4	$336K	Hold	3,844	–	–	﹤0.01%	413
2019 Q3	$304K	Hold	3,844	–	–	﹤0.01%	396
2019 Q2	$290K	Hold	3,844	–	–	﹤0.01%	428
2019 Q1	$313K	Hold	3,844	–	–	﹤0.01%	370
2018 Q4	$282K	Hold	3,844	–	–	﹤0.01%	363
2018 Q3	$374K	Hold	3,844	–	–	﹤0.01%	359
2018 Q2	$361K	Hold	3,844	–	–	﹤0.01%	382
2018 Q1	$381K	Hold	3,844	–	–	﹤0.01%	375
2017 Q4	$355K	Hold	3,844	–	–	﹤0.01%	367
2017 Q3	$342K	Hold	3,844	–	–	﹤0.01%	365
2017 Q2	$323K	Hold	3,844	–	–	﹤0.01%	368
2017 Q1	$301K	Hold	3,844	–	–	﹤0.01%	367
2016 Q4	$319K	Hold	3,844	–	–	﹤0.01%	407
2016 Q3	$265K	Hold	3,844	–	–	﹤0.01%	414
2016 Q2	$241K	Hold	3,844	–	–	﹤0.01%	367
2016 Q1	$210K	Hold	3,844	–	–	﹤0.01%	356
2015 Q4	$230K	Hold	3,844	–	–	﹤0.01%	363
2015 Q3	$249K	Hold	3,844	–	–	﹤0.01%	370
2015 Q2	$269K	Buy	+3,844	New	+$252K	﹤0.01%	355

Other funds holding BOKF

GKFF

George Kaiser Family Foundation Tulsa, Oklahoma $883M AUM 21.04% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Westwood Holdings Group's BOKF Position: Q1 2026 in Review

Westwood Holdings Group held its BOK Financial (BOKF) position steady in Q1 2026 at 2,370 shares worth $304K. The position accounts for ﹤0.01% of the portfolio, ranked #425.

Westwood Holdings Group first reported a position in BOKF in Q2 2015 and has held it in 43 quarters since. The position peaked at $29.8M in Q4 2021. 288 funds tracked by Wall St. Rank hold BOKF as of Q1 2026.

Westwood Holdings Group held 2,370 shares of BOK Financial worth $304K as of Q1 2026.
Westwood Holdings Group left its BOK Financial share count unchanged in Q1 2026.
BOK Financial made up ﹤0.01% of Westwood Holdings Group's portfolio in Q1 2026, its #425 holding.
Westwood Holdings Group first reported a position in BOK Financial in Q2 2015 and has held it in 43 quarters since.
Westwood Holdings Group's BOK Financial position peaked at $29.8M in Q4 2021.
288 funds tracked by Wall St. Rank held BOK Financial as of Q1 2026.

Based on Westwood Holdings Group's 13F filing for Q1 2026, filed 15 May 2026.