BOKF, NA
All 13F Filings
- Location
- Tulsa, OK
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 6,534,111
- Description
- Tulsa Oklahoma based planning integrated investment advisor with an independent operating structure and a disciplined and process driven investment mandate. The approach emphasizes fundamental research depth, active stewardship and governance oversight, and planning integrated mandate design for private client and family mandates. Allocation decisions balance return objectives with robust oversight and disciplined exposure management through allocation integrity standards and exposure consistency.
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 2/3/2026 | 996 | 6,534,111 | 13F-HR | BOKF, NA |
| Q3 2025 | 11/13/2025 | 1,080 | 6,646,986 | 13F-HR | BOKF, NA |
| Q2 2025 | 8/12/2025 | 1,148 | 6,174,759 | 13F-HR | BOKF, NA |
| Q1 2025 | 5/13/2025 | 1,280 | 5,655,413 | 13F-HR | BOKF, NA |
| Q4 2024 | 2/14/2025 | 1,295 | 5,919,511 | 13F-HR | BOKF, NA |
| Q3 2024 | 11/14/2024 | 1,362 | 5,635,502 | 13F-HR | BOKF, NA |
| Q2 2024 | 8/8/2024 | 1,162 | 5,570,780 | 13F-HR | BOKF, NA |
| Q1 2024 | 5/15/2024 | 1,185 | 5,492,203 | 13F-HR | BOKF, NA |
| Q4 2023 | 2/14/2024 | 1,258 | 5,106,898 | 13F-HR | BOKF, NA |
| Q3 2023 | 11/14/2023 | 1,181 | 4,537,147 | 13F-HR | BOKF, NA |
| Q2 2023 | 8/21/2023 | 1,066 | 4,910,010 | 13F-HR | BOKF, NA |
| Q1 2023 | 5/11/2023 | 1,163 | 4,778,694 | 13F-HR | BOKF, NA |
| Q4 2022 | 2/13/2023 | 891 | 5,418,776 | 13F-HR | BOKF, NA |
| Q3 2022 | 11/14/2022 | 888 | 4,941,994 | 13F-HR | BOKF, NA |
| Q2 2022 | 8/11/2022 | 905 | 5,216,356 | 13F-HR | BOKF, NA |
| Q1 2022 | 5/13/2022 | 972 | 6,068,089 | 13F-HR | BOKF, NA |
| Q4 2021 | 3/11/2022 | 975 | 6,462,790 | 13F-HR | BOKF, NA |
| Q3 2021 | 11/10/2021 | 947 | 5,815,836 | 13F-HR | BOKF, NA |
| Q1 2021 | 4/21/2021 | 904 | 5,498,146 | 13F-HR | BOKF, NA |
| Q4 2020 | 2/12/2021 | 902 | 5,240,890 | 13F-HR | BOKF, NA |
| Q3 2020 | 10/30/2020 | 852 | 4,552,233 | 13F-HR | BOKF, NA |
| Q2 2020 | 8/12/2020 | 849 | 4,251,716 | 13F-HR | BOKF, NA |
| Q1 2020 | 5/13/2020 | 824 | 3,470,811 | 13F-HR | BOKF, NA |
| Q4 2019 | 2/12/2020 | 926 | 4,424,813 | 13F-HR | BOKF, NA |
| Q1 2014 | 5/14/2014 | 868 | 3,017,299 | 13F-HR | BOKF, NA |
| Q4 2013 | 2/14/2014 | 871 | 2,984,563 | 13F-HR | BOKF, NA |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 6.534 M | 100.0% | 0 | 112.9 K | -112.9 K |
Swipe for more columns
Fund Snapshot
Q4 2025
Latest filed
2/3/2026
Total value ($000)
6,534,111
Holdings
996
QoQ value change ($000)
-112,875
(-1.7%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.