Y-Intercept (HK)’s BOK Financial BOKF Stock Holding History

Y-Intercept (HK)’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	$499K	Buy	+3,592	New	+$475K	0.01%	1316
2025 Q1	–	Sell	-7,489	Closed	-$797K	–	1219
2024 Q4	$797K	Buy	+7,489	New	+$836K	0.05%	523
2023 Q4	–	Sell	-7,437	Closed	-$595K	–	1247
2023 Q3	$595K	Sell	7,437 -3,760	-34%	-$318K	0.06%	498
2023 Q2	$904K	Buy	+11,197	New	+$923K	0.1%	337
2022 Q3	–	Sell	-5,086	Closed	-$384K	–	970
2022 Q2	$384K	Buy	5,086 +2,933	+136%	+$247K	0.05%	504
2022 Q1	$202K	Buy	+2,153	New	+$222K	0.05%	616

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 $3.37T AUM 44.26% 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

Y-Intercept (HK)'s BOKF Position: Q2 2026 in Review

Y-Intercept (HK) opened a new position in BOK Financial (BOKF) in Q2 2026: 3,592 shares worth $499K. The stake represents 0.01% of the portfolio and ranks #1316 among its holdings. This is a return to the name: Y-Intercept (HK) previously reported a position in BOKF as recently as Q4 2024.

Y-Intercept (HK) first reported a position in BOKF in Q1 2022 and has held it in 6 quarters since. The position peaked at $904K in Q2 2023. 306 funds tracked by Wall St. Rank hold BOKF as of Q2 2026.

Y-Intercept (HK) held 3,592 shares of BOK Financial worth $499K as of Q2 2026.
BOK Financial was a new Y-Intercept (HK) position in Q2 2026.
BOK Financial made up 0.01% of Y-Intercept (HK)'s portfolio in Q2 2026, its #1316 holding.
Y-Intercept (HK) first reported a position in BOK Financial in Q1 2022 and has held it in 6 quarters since.
Y-Intercept (HK)'s BOK Financial position peaked at $904K in Q2 2023.
306 funds tracked by Wall St. Rank held BOK Financial as of Q2 2026.

Based on Y-Intercept (HK)'s 13F filing for Q2 2026, filed 14 Jul 2026.