TraderTrends

Manager Profile

BOKF, NA

Diversified · Financial Services 45%

A clean view of the latest 13F profile, portfolio scale, and filing history for this manager.

Most Recent 13F

Q1 2026

Location

TULSA, OK

Portfolio Value

$6.5B

Latest reported 13F value

Holdings

5

Distinct positions in last filing

Top Position

ISHARES RUSSELL 1000 ETF

Latest disclosed holding

Top 4

464287622 922908363 XOM 922042858 025072604

Quick ticker snapshot

Sector Exposure

How this manager's portfolio splits across sectors.

Financial Services
44.8%
Technology
13.9%
Industrials
9.5%
Energy
9.3%
Healthcare
9.2%
Consumer Cyclical
6%
Consumer Defensive
2.7%
Utilities
1.4%
Communication Services
1.4%
Real Estate
0.8%
Basic Materials
0.4%
Holdings Value Over Time

Quarterly trend based on reported 13F portfolio value.

Q1 2026
Largest Positions

Top 5 largest positions by current portfolio value.

1
ISHARES RUSSELL 1000 ETF

Shares: 1.3M

458.7M

Position Value
2
VANGUARD S&P 500 ETF

Shares: 608.5K

363.6M

Position Value
3
Exxon Mobil Corp

Shares: 1.7M

283.4M

Position Value
4
VANGUARD FTSE EMERGING MARKETS

Shares: 3.4M

183M

Position Value
5
AVANTIS EMERGING MARKETS

Shares: 1.5M

123.1M

Position Value
Filing History

Quarter-by-quarter summary of this manager's 13F filings.

Quarter Holdings Value Form Type Date Filed Filing ID