Creative Planning

Position in BOKF — Bok Financial Corp

CIK 1540235 OVERLAND PARK, KS

Position in BOKF

as of Mar 31, 2026 · filed May 12, 2026 Compact

Position Value

$1,662,346

+$489,711 QoQ

Shares Held

12,981

+31.1% QoQ

Ownership

0.021%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2022

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Mar 31, 2026

Creative Planning holds $681,350,507 across 194 Banks - Regional names. BOKF ranks #94 (0.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	USB	US Bancorp De	783,076	$40,727,782
2	WF	Woori Financial Group Inc.	390,676	$26,019,020
3	PNC	Pnc Financial Services Group, Inc.	123,994	$25,801,910
4	CFG	Citizens Financial Group Inc/Ri	404,143	$24,236,455
5	TFC	Truist Financial Corp	502,309	$23,091,144
6	FITB	Fifth Third Bancorp	409,192	$19,011,060
7	SHG	Shinhan Financial Group Co Ltd	301,441	$18,484,361
8	KB	KB Financial Group Inc.	184,039	$18,354,209

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,662,346	12,981	+31.1%	Shares	Sole	2026-05-12
2025-12-31	$1,172,635	9,899	-2.1%	Shares	Sole	2026-02-17
2025-09-30	$1,127,326	10,116	+35.3%	Shares	Defined	2025-11-14
2025-06-30	$729,979	7,477	+23.3%	Shares	Sole	2025-08-08
2025-03-31	$631,669	6,065	+8.8%	Shares	Sole	2025-05-15
2024-12-31	$593,565	5,576	-53.3%	Shares	Defined	2025-02-14
2024-09-30	$1,249,790	11,946	+130.1%	Shares	Defined	2024-10-11
2024-06-30	$475,702	5,191	+66.4%	Shares	Defined	2024-08-15
2024-03-31	$287,040	3,120	+77900.0%	Shares	Sole	2024-05-13
2023-03-31	$337	4	-99.8%	Shares	Sole	2023-05-15
2022-12-31	$239,443	2,307	—	Shares	Sole	2023-02-10
No filing history on record for this holder in this stock.