WT
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Whittier Trust’s BOK Financial BOKF Stock Holding History

Whittier Trust’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 		$17.1K Hold
122
– – ﹤0.01% 1063
2026
Q1 		$15.8K Hold
122
– – ﹤0.01% 1048
2025
Q4 		$14.9K Hold
122
– – ﹤0.01% 1074
2025
Q3 		$13.8K Hold
122
– – ﹤0.01% 1071
2025
Q2 		$11.9K Hold
122
– – ﹤0.01% 1206
2025
Q1 		$12.7K Hold
122
– – ﹤0.01% 1185
2024
Q4 		$13K Hold
122
– – ﹤0.01% 1202
2024
Q3 		$12.8K Hold
122
– – ﹤0.01% 1223
2024
Q2 		$11.2K Hold
122
– – ﹤0.01% 1230
2024
Q1 		$11.2K Hold
122
– – ﹤0.01% 1249
2023
Q4 		$10.4K Sell
122
-11
-8% -$830 ﹤0.01% 1227
2023
Q3 		$10.6K Buy
133
+11
+9% +$931 ﹤0.01% 1249
2023
Q2 		$9.86K Hold
122
– – ﹤0.01% 1274
2023
Q1 		$10.3K Hold
122
– – ﹤0.01% 1295
2022
Q4 		$12.7K Sell
122
-78
-39% -$7.91K ﹤0.01% 1248
2022
Q3 		$18K Hold
200
– – ﹤0.01% 1205
2022
Q2 		$15K Hold
200
– – ﹤0.01% 1239
2022
Q1 		$19K Buy
200
+78
+64% +$8.05K ﹤0.01% 1209
2021
Q4 		$13K Buy
122
+86
+239% +$8.83K ﹤0.01% 1268
2021
Q3 		$3K Hold
36
– – ﹤0.01% 1372
2021
Q2 		$3K Hold
36
– – ﹤0.01% 1402
2021
Q1 		$3K Hold
36
– – ﹤0.01% 1393
2020
Q4 		$2K Hold
36
– – ﹤0.01% 1315
2020
Q3 		$2K Hold
36
– – ﹤0.01% 1321
2020
Q2 		$2K Hold
36
– – ﹤0.01% 1263
2020
Q1 		$2K Hold
36
– – ﹤0.01% 1325
2019
Q4 		$3K Hold
36
– – ﹤0.01% 1301
2019
Q3 		$3K Buy
+36
New +$2.82K ﹤0.01% 1319
2017
Q4 		– Sell
-151
Closed -$13K – 1294
2017
Q3 		$13K Buy
+151
New +$12.6K ﹤0.01% 978

Other funds holding BOKF

GKFF
George Kaiser Family Foundation Tulsa, Oklahoma $1.04B AUM 36.93% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
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

Whittier Trust's BOKF Position: Q2 2026 in Review

Whittier Trust held its BOK Financial (BOKF) position steady in Q2 2026 at 122 shares worth $17.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1063.

Whittier Trust first reported a position in BOKF in Q3 2017 and has held it in 29 quarters since. The position peaked at $19K in Q1 2022. 306 funds tracked by Wall St. Rank hold BOKF as of Q2 2026.

  • Whittier Trust held 122 shares of BOK Financial worth $17.1K as of Q2 2026.
  • Whittier Trust left its BOK Financial share count unchanged in Q2 2026.
  • BOK Financial made up ﹤0.01% of Whittier Trust's portfolio in Q2 2026, its #1063 holding.
  • Whittier Trust first reported a position in BOK Financial in Q3 2017 and has held it in 29 quarters since.
  • Whittier Trust's BOK Financial position peaked at $19K in Q1 2022.
  • 306 funds tracked by Wall St. Rank held BOK Financial as of Q2 2026.

Based on Whittier Trust's 13F filing for Q2 2026, filed 28 Jul 2026.