Back to BOKF
Concurrent Investment Advisors, LLC → BOKF
Concurrent Investment Advisors, LLC BOKF Position History
BOK Financial Corporation • Financial Services
Quarters held
9
Latest value
$456K
Q3 2026
Peak value
$484K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $358K |
| Q4 2025 | $3K |
| Q4 2025 | $382K |
| Q1 2026 | $41K |
| Q1 2026 | $414K |
| Q2 2026 | $19K |
| Q2 2026 | $484K |
| Q3 2026 | $26K |
| Q3 2026 | $456K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $456K | 3.6K | — | — |
| Q3 2026 | $26K | 203 | — | — |
| Q2 2026 | $484K | 3.5K | — | — |
| Q2 2026 | $19K | 139 | — | — |
| Q1 2026 | $414K | 3.2K | — | — |
| Q1 2026 | $41K | 319 | — | — |
| Q4 2025 | $382K | 3.2K | — | — |
| Q4 2025 | $3K | 26 | — | — |
| Q3 2025 | $358K | 3.2K | — | — |
Other funds holding BOKF
$216.9M
$212.7M
$203.2M
$194.4M
$188.1M
$187.9M
$187.6M