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Wilmington Savings Fund Society’s BOK Financial BOKF Stock Holding History

Wilmington Savings Fund Society’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
2025
Q2 		– Sell
-127
Closed -$13.2K – 2062
2025
Q1 		$13.2K Sell
127
-89
-41% -$9.56K ﹤0.01% 1571
2024
Q4 		$23K Hold
216
– – ﹤0.01% 1464
2024
Q3 		$22.6K Buy
+216
New +$21.7K ﹤0.01% 1438

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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 $5.72T AUM 30.48% 1-Year Est. Return
CWM
CIBC World Markets New York $20.8B AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wilmington Savings Fund Society's BOKF Position: Q2 2025 in Review

Wilmington Savings Fund Society sold out of BOK Financial (BOKF) in Q2 2025, closing a stake of 127 shares — an estimated $13.2K sold.

Wilmington Savings Fund Society first reported a position in BOKF in Q3 2024 and held it in 3 quarters. The position peaked at $23K in Q4 2024. 245 funds tracked by Wall St. Rank hold BOKF as of Q2 2025.

  • Wilmington Savings Fund Society reported no remaining BOK Financial position as of Q2 2025 after selling out during the quarter.
  • Wilmington Savings Fund Society sold 127 BOK Financial shares in Q2 2025, an estimated $13.2K.
  • Wilmington Savings Fund Society first reported a position in BOK Financial in Q3 2024 and held it in 3 quarters.
  • Wilmington Savings Fund Society's BOK Financial position peaked at $23K in Q4 2024.
  • 245 funds tracked by Wall St. Rank held BOK Financial as of Q2 2025.

Based on Wilmington Savings Fund Society's 13F filing for Q2 2025, filed 28 Jul 2025.