Bokf, NA
BOKF, NA is the banking subsidiary of BOK Financial Corporation, headquartered in Tulsa, Oklahoma. Founded in 1910, it has grown from a regional source of energy industry capital into one of the strongest financial institutions in the US, offering a full range of banking, wealth management, investment advisory, brokerage, insurance, and fiduciary services across the Midwest, Southwest, and other US markets. BOKF, NA serves businesses, institutions, and individuals, and is part of a publicly traded financial holding company (NASDAQ: BOKF). The firm employs thousands across its diverse lines of business and has a significant presence in multiple states including Oklahoma, Texas, New Mexico, Arizona, and Colorado.
Investment Strategy
BOKF, NA’s investment strategy is rooted in long-term, diversified portfolio management tailored to the client’s specific goals and risk tolerance. Its wealth management division takes a client-centric approach, focusing on setting clear investment objectives and employing broad diversification, professional management, and proactive oversight and communication. For institutional clients, BOKF leverages its expertise in underwriting and managing fixed-income securities, offering custom investment solutions that address unique return and cash flow requirements across a wide array of financial products. The firm places a strong emphasis on stable growth, operational resilience, and adapting to changing market conditions, supporting both individual and institutional investors through disciplined advice and diligent oversight.
Top Holdings
Equity Positions (1,139)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IWB | ISHARES RUSSELL 1000 ETF | 7.09% | $437.7M | 1,288,976 | $248.17 | $339.57 | +$48.7M |
V VOO | VANGUARD S&P 500 ETF | 5.81% | $358.5M | 631,059 | $522.54 | $568.03 | +$64.2M |
X XOM | EXXON MOBIL CORP | 3.29% | $202.9M | 1,882,434 | $62.30 | $107.80 | -$21.1M |
M MSFT | MICROSOFT CORP | 3.26% | $201.1M | 404,218 | $284.70 | $497.41 | +$46.5M |
V VWO | VANGUARD FTSE EMERGING MARKETS | 3.02% | $186.4M | 3,768,561 | $46.84 | $49.46 | +$45.3M |