Position in BOKF
as of Jun 30, 2026
· filed Jul 2, 2026
Position Value
$694,400
+$54,100 QoQ
Shares Held
5,000
0.0% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#137
of 302 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BOKF Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026CX Institutional holds $9,421,955 across 40 Banks - Regional names. BOKF ranks #6 (7.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp \De\
|
24,831 | $1,499,792 | |
| 2 | FITB |
Fifth Third Bancorp
|
19,489 | $1,098,594 | |
| 3 | GBCI |
Glacier Bancorp, Inc.
|
16,675 | $860,096 | |
| 4 | PNC |
Pnc Financial Services Group, Inc.
|
3,024 | $744,569 | |
| 5 | HBAN |
Huntington Bancshares Inc /Md/
|
39,648 | $702,959 | |
| 6 | BOKF |
Bok Financial Corp
This page
|
5,000 | $694,400 | |
| 7 | TFC |
Truist Financial Corp
|
12,788 | $637,098 | |
| 8 | CFG |
Citizens Financial Group Inc/Ri
|
6,930 | $485,585 |
All Filings in BOKF
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $694,400 | 5,000 | Shares | Sole | 2026-07-02 | |
| 2026-03-31 | $640,300 | 5,000 | Shares | Sole | 2026-04-06 | |
| No filing history on record for this holder in this stock. | ||||||