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BOK FINL CORP BOKF

BOK Financial Corporation operates as the financial holding company for BOKF, NA that provides various financial products and services in Oklahoma, Texas, New Mexico, Northwest Arkansas, Colorado, Arizona, and Kansas/Missouri. It operates through three segments: Commercial Banking, Consumer Banking, and Wealth Management. The Commercial Banking segment offers lending, treasury, cash management, and customer commodity risk management products for small businesses, middle market, and larger commercial customers, as well as operates TransFund electronic funds transfer network.

Sources StockAnalysis company profile stockanalysis.com

Company profile

Business mix

  • It operates through three segments: Commercial Banking, Consumer Banking, and Wealth Management.
  • The Consumer Banking segment engages in the provision of retail lending and deposit services to small business customers through retail branch network; and mortgage loan origination and servicing activities.
  • The Wealth Management segment offers fiduciary, private bank, insurance, and investment advisory services; and brokerage and trading services primarily related to providing liquidity to the mortgage markets through trading of U.S.
  • The company also provides commercial loans, such as loans for working capital, facilities acquisition or expansion, purchases of equipment, and other needs of commercial customers; and service, healthcare, energy, and other sector loans.

Current key questions

  • Can asset growth, client flows, fee rates, credit quality, or spread income support durable earnings in banks - regional?
  • How sensitive are margins and returns to interest rates, market levels, funding costs, and regulation?
  • Do capital allocation, risk controls, and balance-sheet quality improve long-term per-share value?
Holders 1 Current sample portfolio
Public mentions 0 Videos / interviews / letters

Current firm holders

Firm Weight Value Filing period
Ariel Investments John Rogers 2.4% $211.3M 2026-03-31

Recent trading changes over the last 4 quarters

Last 1 quarters Last 2 quarters Last 3 quarters Last 4 quarters
Net buyers 0 Last 4 13F filing periods
Net reducers 1 Last 4 13F filing periods
Unchanged holders 0 Share count unchanged
Increase amount $0 Estimated from net added shares
Reduction amount $20.3M Estimated from net reduced shares
Net share change / base shares -8.8% -158,412 / 1,808,295
Ariel Investments John Rogers 4 filing periods
13F 2025-06-30 Filed 2025-08-14
Minor reduction Shares -1.0% 13F value change -$13.6M
13F 2025-09-30 Filed 2025-11-14
Minor reduction Shares -3.9% 13F value change +$16.9M
13F 2025-12-31 Filed 2026-02-13
Minor reduction Shares -1.8% 13F value change +$8.5M
13F 2026-03-31 Filed 2026-05-14
Minor reduction Shares -2.3% 13F value change +$11.2M
Settlement As of 13F 2026-03-31 · Filed 2026-05-14
Base shares 1,808,295 Last 4 periods -158,412 (-8.8%) Total shares 1,649,883 Value $211.3M

Recent mentions

No public mentions.