BOKF BOK Financial Corp

XNAS 128.22 Delayed
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Stock quote, options chain, IV rank, technicals, AI analysis, and institutional ownership. Iron condor setups Expected move IV rank history Fibonacci levels Insider trading

Market data may be delayed, incomplete, or inaccurate. Not a recommendation to buy, sell, or hold any security. Verify quotes with your broker before trading. See Terms §17.

BOKF $128.22 —
Key stats
$128.22
52-Week Range
$102.72 – $146.84
YTD
+8.04%
IV Rank (30D)
55.94
Straddle Price
$7.50
P/C Vol Ratio
5.71
Market Cap
$7.7B
Open
$126.38
Day Range
$125.38 – $128.47
Volume
38,390
Prev Close
$126.40
Fair Value
MODEL: NEUTRAL

A blended fair-value estimate combining up to six valuation methods. Each method is weighted by how well it fits the company — DCF down-weights for unprofitable names; DDM only fires for steady dividend payers; comparables down-weight when peer multiples disagree.

  • DCF (quality-aware) — projects free cash flow with a horizon that scales to business quality. True compounders (quality 6/6) get 10 years explicit + 10 years fade before terminal; cyclical/struggling names (quality 0-1) get a 5-year terminal cliff. Quality is scored from ROE, gross margin, growth, FCF margin, debt load, and FCF consistency — the same factors that drive market premium for compounders.
  • Market-Implied Growth (in Model Inputs) — reverse-DCF that answers "what growth rate is the market pricing in?". Lets you sanity-check the deviation: if implied growth is plausible for the business, the model's bearish flag may be wrong; if implausible, the market may be over-extrapolating.
  • DDM (Gordon Growth Dividend Model) — values the stream of future dividends. Only used when trailing yield ≥ 2% and dividend payments are stable — below that the dividend is a token payout and Gordon (which values only the dividend stream) systematically underprices growth names, so those route to DCF + comparables + market anchor instead.
  • P/E, EV/EBITDA, P/B, P/S — applies the peer-group median multiple to this company's per-share metric. Peers come from the same set as the "Related symbols" card. Earnings/sales metrics are forward-tilted by the company's recent revenue growth (capped at 25%) so they're comparable to peers' growth-embedded multiples — mimics how analysts use NTM rather than TTM. Per-multiple weights are biased by company quality (e.g. P/B down-weighted for asset-light tech).
  • Market Anchor (SMA50) — the 50-day moving average, weighted by recent trading-range stability (tighter Bollinger bands → higher weight). Captures information fundamentals miss (forward consensus, sentiment, supply/demand) — but only when recent trading is steady enough that the market has converged on a view. During wild breakouts or breakdowns the anchor's weight collapses.
  • Options Expected (B-L 30d) — the risk-neutral expected stock price at 30-day options expiration, derived from the full implied-volatility surface via Breeden-Litzenberger (second derivative of call price wrt strike → implied PDF, then E[S_T]). Forward-looking, captures all options-implied information (smile, skew, term structure) in one number. Weighted by chain liquidity. SP500-only at present (pre-computed daily). Backtest evidence: adds modest alpha across most bucket × holding combos.
  • Blended value — weighted average. Confidence reflects how many methods fired and how tight peer dispersion is.
  • Deviation pill — green when blended FV ≥ 10% above current price (undervalued); red when ≥ 10% below; grey otherwise.
10-yr Treasury (rf)5.15%
Beta vs SPY0.89
Cost of Equity (CAPM)9.61% (VRP-adj)
WACC9.42%
Volatility Risk Premium+25.7pp (IV − HV30)
Effective Tax Rate21.8%
Rev. Growth (YoY, DCF input)-2.6%
DCF Horizon10 years explicit + fade
Free Cash Flow (TTM)$1.4B
Return on Equity (TTM)10.6%
Book / Price76.0% — banking bias active (P/B is primary)
Bank Quality Adj×0.97 (target ROE vs peer median)
Gross Margin (TTM)65.5%
FCF Margin (TTM)41.7%
Debt / Equity0.07
Quality Score3/6 — normal (10y DCF)
SMA 50$133.26 (Market Anchor value)
SMA 20 / Bollinger Mid$126.78
Bollinger Width / SMA205.9% (drives anchor stability)
Net Debt$-0.5B
Market Cap$8B
Peers used for multiples: BAC, C, CFG, JPM, MTB, PNC, USB, WFC
60-Day Conviction
19%
20-Day Fair Value
≈ by Nov 20, 2026
$127.55
α -0.6% rank 3%
conviction
42%
40-Day Fair Value
≈ by Dec 21, 2026
$129.14
α +0.6% rank 6%
conviction
18%
60-Day Fair Value
≈ by Jan 19, 2027
$128.99
α +0.5% rank 5%
conviction
19%
MethodImplied PriceWeightDetail
DCF $258.62 12%
DDM (Gordon) $20.05 0%
Peer P/E $114.25 7% median 12.0× · 8 peers
Peer EV/EBITDA n/a 0% median 16.1× · 8 peers
Peer P/B $122.53 11% median 1.3× · 8 peers
Peer P/S $113.32 4% median 2.1× · 8 peers
Market Anchor (SMA50) $133.26 48% stability 100% (BB-width)
Options Expected (B-L 30d) $127.41 19% 16 strikes · skew +0.06
As of 2026-10-22 · updated
About
Industry (SIC)
NATIONAL COMMERCIAL BANKS (6021) · industry map
Exchange
XNAS
Market Cap
$7.7B
Employees
4,971
List Date
1991-09-05
CIK
0000875357
Headquarters
Tulsa, OK
Homepage
https://www.bokf.com

BOK Financial Corp is a financial institution based in Oklahoma that offers a broad range of nationally competitive financial products and services. The company operates through three main segments: Commercial Banking, Consumer Banking, and Wealth Management. Commercial Banking provides lending, treasury and cash management, and risk management services, and includes the TransFund EFT network. Consumer Banking focuses on retail lending, deposit services, and mortgage loan origination and servicing. Wealth Management engages mainly in brokerage and trading activities, particularly in U.S. gover…

Summary
—
composite
—
No summary data available for this symbol yet.

Each spoke is this symbol's rank within its sector (0–100; the dotted ring marks the sector median at 50). Higher is more constructive for a long. One spoke — News sentiment — is an absolute reading, not a sector rank. Grayed spokes have no data. A fuller shape is a summary, not a recommendation.

Chart
Seasonality
'21'22'23'24'25'26Avg
Jan6.41%-3.41%1.58%-2.50%3.41%9.49%2.50%
Feb13.55%-1.74%4.26%2.35%0.86%-3.51%2.63%
Mar-0.46%-3.46%-18.94%8.44%-4.23%-0.34%-3.17%
Apr-1.85%-11.07%0.35%-2.56%-9.62%4.45%-3.38%
May2.97%1.69%-1.93%0.42%0.78%-4.10%-0.03%
Jun-6.33%-10.64%-2.63%1.71%3.55%11.26%-0.51%
Jul-3.76%14.67%8.37%13.27%0.10%-0.12%5.42%
Aug4.81%0.79%-7.53%6.28%13.03%-5.36%2.00%
Sep2.95%0.10%-6.36%1.19%0.02%-5.39%-1.25%
Oct11.31%21.15%-16.20%4.94%-6.07%1.53%*2.78%
Nov-2.33%-2.92%9.01%12.75%7.25%--4.75%
Dec3.02%-0.10%13.55%-10.25%3.25%--1.89%
Total32.43%0.65%-19.93%39.32%10.90%6.54%11.65%
Technical Indicators

Quick-reference for reading the values below. Indicators combine to confirm a view — no single one is a trade signal on its own.

Trend Indicators
  • SMA 20 / 50 / 200 — price above = uptrend, below = downtrend. SMA 50 crossing SMA 200 is the golden/death cross.
  • EMA 12 / 26 — faster-reacting averages; 12 above 26 is short-term bullish.
  • MACD — bullish when MACD > signal (green badge), bearish when below. Divergence from price often precedes reversals.
  • ADX (14) — trend strength regardless of direction. <20 range, 20–25 weak trend, 25–50 trend, >50 strong trend.
  • +DI / −DI — +DI > −DI favors bulls; the reverse favors bears. Read alongside ADX.
Momentum Oscillators
  • RSI (14) — <30 oversold, >70 overbought. 40–60 is neutral; trending names can stay extreme.
  • Stochastic %K / %D — <20 oversold, >80 overbought. %K crossing %D is an early momentum signal.
  • Williams %R — inverted scale: <−80 oversold, >−20 overbought.

Oscillators work best in range-bound markets; in strong trends they give premature reversal signals.

Volume & Volatility
  • Bollinger Bands — price at upper band = overbought, lower = oversold. Narrow bands (squeeze) often precede expansion.
  • OBV — cumulative volume; rising OBV confirms uptrend, falling OBV confirms downtrend. Divergence from price is a warning.
  • Vol SMA 20 / Vol ROC — today's volume vs. 20-day average. Positive ROC with price move = conviction.
  • ATR / True Range — average daily $ move; sizing and stop-loss reference.
  • HV 20 / 30 / 60 — realized (historical) volatility. Compare to IV on the options cards: IV > HV = rich premium.

Confluence matters: trend + momentum + volume agreeing carries far more weight than any single indicator. For how these feed the spread scanner score, see the algorithm docs →

Trend Indicators

SMA 20: $126.66
SMA 50: $132.94
SMA 200: $132.78
Current: $128.37
EMA 12: $126.23
EMA 26: $128.17
MACD: -1.9365 | Signal: 0.5756
BEARISH
ADX (14): 35.74
TREND
+DI: 24.03
−DI: 27.09

Momentum Oscillators

RSI (14): 50.15
NEUTRAL
Stoch %K: 70.74
Stoch %D: 49.15
Williams %R: -10.65

Volume & Volatility

BB Upper: $131.08
BB Lower: $122.24
NEUTRAL
OBV: 718,302
Vol SMA 20: 247,377
Vol ROC: -81.98%
ATR: $2.56
True Range: $3.09
HV 20: 20.9%
HV 30: 18.7%
HV 60: 17.1%

Data Summary

Data Points: 500
Last Updated:
Date Range: 2024-10-23T00:00:00 – 2026-10-21T00:00:00
AI Analysis

Here is my report:

Executive Summary

Overall assessment: NEUTRAL with a confidence level of 6/10.

Key drivers and primary risks:

  • Recent news headlines suggest a neutral sentiment, with no significant catalysts driving price movements.
  • Technical indicators show a moderate volatility level, with the stock generally following market trends.
  • Options activity suggests a neutral market expectation, with no significant buy or sell signals.

Investment thesis: The stock is likely to consolidate within its current trading range, with potential for a breakout above the upper Bollinger Band.

Recent news sentiment impact: Neutral news headlines have had little impact on the stock price, suggesting that the market is focused on fundamentals rather than recent events.

Technical Analysis

Trend Direction: Short-term (1-4 weeks) - Consolidation; Medium-term (1-3 months) - Uptrend; Long-term (3-12 months) - Downtrend

Support/Resistance Levels:

  • Support level: $106.66 (lower Bollinger Band)
  • Resistance level: $116.65 (upper Bollinger Band)

Momentum Signals:

  • RSI interpretation: 43.90 (neutral)
  • MACD signal: Bullish crossover above the signal line
  • Bollinger Bands position: Neutral, with price hovering around the middle band

Volume Analysis:

  • Volume trends: Consolidation
  • Institutional interest signals: Low institutional activity, suggesting a neutral sentiment.

News & Sentiment Analysis

Recent Headlines Summary: The last 10 news articles are mixed, with no significant themes emerging. Two of the articles are positive (BOK Financial reports earnings), two are negative (Wall Street Zen downgrades to Sell), and six are neutral.

Sentiment Assessment: Neutral

Catalyst Identification:

  • Earnings report: No major surprises expected
  • Regulatory changes: None noted in recent news headlines

Market Narrative: The market is focused on fundamentals, with no significant catalysts driving price movements. News sentiment is neutral, suggesting a consolidation phase.

Risk & Volatility Assessment

Beta Interpretation: Moderate risk (beta 0.91), comparable to the broader market.

Volatility Regime: Low volatility relative to historical levels.

Options Market Signals:

  • IV rank: 13.1% (Low)
  • Put/call ratio: 0.75 (Neutral sentiment)

Downside Protection: Support level at $106.66, with potential for a breakout above the upper Bollinger Band.

Market Context & Positioning

Sector Performance: Relative strength within the sector.

Institutional Activity: Low institutional activity, suggesting a neutral sentiment.

Correlation Analysis: The stock is highly correlated (R-squared 0.91) with the broader market.

Relative Valuation: Positioning at the upper end of its trading range, with potential for a breakout.

Key Levels & Action Items

Critical Price Levels:

  • Support level: $106.66
  • Resistance level: $116.65

Breakout/Breakdown Levels:

  • Breakout above $116.65
  • Breakdown below $106.66

Time-Sensitive Catalysts:

  • Earnings report on 2025-10-20

Risk Management:

  • Stop-loss levels at $104.50 and $110.30
  • Position sizing considerations: 50% to the upside, 30% to the downside
Generated
News
All BOKF news →
Showing 1–10 of 12
Page 1 of 2
Earnings History
21 of 22 under expected move
Avg Expected Move
6.05%
Avg Actual Move
1.88%
Each row pairs the pre-earnings straddle-implied expected move with the realized close-to-close move. Sorted oldest first.
Earnings Date Timing Expected Move Actual Move Ratio Outcome
2021-01-20 After-Close 8.23% 1.72% 0.21x Within
2021-04-21 After-Close 7.09% 1.60% 0.23x Within
2021-07-21 After-Close 4.70% 2.56% 0.54x Within
2021-10-20 After-Close 3.31% 0.33% 0.10x Within
2022-01-19 After-Close 2.11% 5.26% 2.49x Exceeded
2022-04-27 After-Close 7.26% 0.25% 0.03x Within
2022-07-27 After-Close 2.67% 1.19% 0.45x Within
2022-10-26 After-Close 5.21% 2.59% 0.50x Within
2023-07-26 After-Close 5.73% 2.20% 0.38x Within
2023-10-25 After-Close 8.56% 1.11% 0.13x Within
2024-01-24 After-Close 5.89% 3.02% 0.51x Within
2024-04-24 After-Close 5.62% 3.32% 0.59x Within
2024-07-22 After-Close 7.19% 0.74% 0.10x Within
2024-10-21 After-Close 7.22% 2.01% 0.28x Within
2025-01-17 After-Close 4.07% 1.12% 0.28x Within
2025-04-21 After-Close 10.04% 1.70% 0.17x Within
2025-07-21 After-Close 6.98% 0.88% 0.13x Within
2025-10-20 After-Close 7.80% 3.12% 0.40x Within
2026-01-16 After-Close 4.00% 1.22% 0.30x Within
2026-04-20 After-Close 5.73% 2.16% 0.38x Within
2026-07-20 After-Close 6.91% 0.35% 0.05x Within
2026-10-19 After-Close 6.71% 2.93% 0.44x Within

Earnings calendar: this week’s reports with expected vs actual moves →

BOKF Options Activity & IV Rank

BOKF IV rank history, 52-week IV rank and IV percentile →

Volatility Metrics

Current IV: 24.5%
7-DTE IV: —
Expected Move: $7.50
7-DTE Move: $7.50
Days to Exp: 29 (2026-11-20)

Options Flow

Call Volume: 17
Put Volume: 97
P/C Volume: 5.706
BEARISH
Call OI: 15
Put OI: 97
P/C OI: 6.467
Total OI: 112

ATM Options Pricing

ATM Call: $2.55
ATM Put: $4.95
Call %: 2.0%
Put %: 3.9%

Chain Summary

Chain Volume: 213
Chain OI: 419
Last Updated: 10/22/2026
Spread Scanner GPU
Full Algorithm Docs ↗

Each spread is ranked by a composite score built in three stages. Full documentation →

Stage 1 — Base Score (GPU scanner)

score = P(profit) × (credit / spread_width)
P(profit) from short leg delta (1 − |delta|), penalised above 85%. Credit uses mid-price to handle illiquid chains fairly.

Stage 2 — Skew Adjustment (±25% cap)

RR and BF (30-delta) from the persisted per-symbol skew snapshot — wing strikes picked by real greeks.delta, not a moneyness proxy. Put skew boosts bull puts, penalises bear calls. High butterfly boosts iron condors. Calendars are skew-neutral.

Stage 3 — Technical Overlay (±50% cap, 5 groups)
Group 1 · Directional Bias (±0.25)
  • RSI <40 bullish / >60 bearish
  • MACD crossover + histogram trend
  • Price vs SMA 50 & SMA 200
Group 2 · Momentum (±0.10)
  • Stochastic %K <20 / >80
  • Williams %R <−80 / >−20
Group 3 · Volatility (up to −0.25 / +0.15)
  • Blended ATR + straddle expected-move penalty
  • Bollinger Band signal (+ counter-trend penalty)
  • BB width — vol contraction boost for ICs
Group 4 · IV Regime (±0.15)
  • IV rank ≥ 75 → strong boost for credit spreads
  • IV rank < 25 → penalty (selling cheap vol)
Group 5 · Liquidity (penalty up to −0.10)
  • Min open interest across all legs
  • OI < 100 → −0.10 · OI < 500 → −0.05

score = base_score × skew_multiplier × tech_multiplier
Both multipliers are shown per spread. Beta is informational only — ATR already captures realized vol. Full algorithm documentation →

Enter a ticker to scan for optimal spread opportunities.

Evaluates all bull put, bear call, iron condor, and calendar spread combinations using GPU-accelerated analysis.

Dealer Positioning
LOW γ vs HISTORY

Estimated net dealer gamma is at the 12th percentile of this name's own daily history, near the low end of its range. This describes current positioning; it is not a forecast or a trading signal.

Gamma percentile
12%
vs own history
GEX tilt
-0.52
OI-weighted, today
Vanna tilt
-0.02
δ-sensitivity to IV
Charm tilt
-0.03
δ-decay vs time

Net dealer gamma is an estimate of the aggregate gamma held by options market makers across this name's option chain, weighted by open interest. Dealer positions aren't public, so it uses a standard simplifying assumption: dealers are treated as long the calls and short the puts that are open. Actual dealer books can differ.

Gamma percentile ranks today's estimate against this name's own daily history, from 0% (the lowest reading on record) to 100% (the highest). Raw gamma scales with how much open interest a chain carries, so it isn't comparable across names; the percentile is. The badge marks the bottom 20% as low and the top 20% as high.

Tilts run from −1 to +1 and show how lopsided the estimated dealer exposure is. GEX tilt compares call gamma with put gamma. Vanna tilt describes how the hedge would shift if implied volatility changed, and charm tilt how it would shift with the passage of time.

This card describes estimated positioning and where it sits historically. It is not a forecast of price direction or volatility and not a trading signal. Market-wide view: Dealer positioning screener.

· 6 ATM contracts, 0k total OI
Skew (Wing IV − ATM IV)
DTE:
Wing Δ:
Metric:
Wing vs ATM
IV(put wing) − IV(ATM), in vol points

How much the OTM put trades above (or below) the at-the-money strike. Measures the height of the put-side tail relative to ATM — i.e. how expensive crash insurance is on this name.

  • Positive (typical) — wing IV > ATM IV. Standard equity put skew: portfolios bid up crash protection, so OTM puts trade richer than ATM.
  • Near zero or negative (unusual) — wing IV ≤ ATM IV. Flat or inverted put side. Common when there's no fear demand, in tightly mean-reverting names, or right after an earnings catalyst clears.
  • Percentile vs own 3-yr history: high = wings rich (good time to sell wing premium); low = wings cheap (good time to buy protection).
  • Not directional — high or low wings don't predict up or down moves. It's a price tag on tail insurance, not a forecast.
Risk Reversal
IV(call wing) − IV(put wing), equal delta on each side

Which side of the smile is the market paying up for? Measures the tilt of the surface — call skew vs put skew at matched deltas.

  • Negative (typical) — puts richer than calls. Standard equity behavior: hedging demand makes puts carry a premium. Most large-caps sit in the −1 to −5 vol-point range.
  • Strongly negative (< −5 pts) — heavy downside hedging, elevated fear, or an upcoming catalyst (earnings, FDA, macro event). Worth flagging.
  • Positive — calls richer than puts. Unusual for equities; signals bullish momentum, short-squeeze positioning, or takeover/M&A speculation.
  • Near zero — symmetric surface. Market sees roughly equal up/down risk. Rare for large-caps; more common in commodities and FX.
Reading them together

Wing-vs-ATM tells you how expensive the tails are. Risk Reversal tells you which side is favored. Combined:

  • High wing percentile + deeply negative RR → strong put bid; stress or major event priced in. Owning protection costs a premium; selling put premium is dangerous.
  • Low wing percentile + near-zero RR → complacency; insurance cheap and balanced. Good environment to add cheap downside hedges.
  • Positive RR + elevated wings → call-side fear-of-missing-out; common in squeeze setups. Upside calls expensive, downside puts not bid.
14 DTE / 10d —
— pts EXTREME
No data
30 DTE / 10d —
— pts EXTREME
ATM 25.1% / Wing —

Percentile is the rank of today's reading within ~3 years of this symbol's own history. High percentile = wings are rich relative to history; not a directional signal. Skew is read off the chain in real time, not from CBOE SKEW.

Volatility Surface

Enter a ticker to render the implied volatility surface.

Volatility Smile

Enter a ticker to render the implied volatility smile.

IV Rank (7 DTE)
IV Rank (30 DTE)55.9MediumOct 22
Straddle Price (30 DTE)$7.50Oct 22
Beta Analysis

Risk Metrics

Beta: 0.5086
Alpha: 15.09%
Correlation: 0.3201
R-Squared: 10.2%
Stock Volatility: 20.2%
Market Volatility: 12.7%

Analysis Details

Benchmark: SPY
Data Points: 251
Period: 252 trading days
Interpretation:
Low volatility - stock moves less than market
Beta & Alpha Over Time
Notable investors who own BOKF
5 of 37 tracked investors
InvestorValueShare of their portfolioRankQ/Q sharesSource
Millennium Management Hedge fund
Izzy Englander
$23.3M
0.02%
#1036 of 3716+836.5%13F
Renaissance Technologies Hedge fund
Jim Simons
$11.1M
0.02%
#1000 of 3138new13F
Citadel Hedge fund
Ken Griffin
$5.6M
0.00%
#1999 of 6285-73.5%13F
Point72 Hedge fund
Steve Cohen
$4.0M
0.01%
#1055 of 1945+113.2%13F
Rockefeller Capital Management Family office
Rockefeller family
$256K
0.00%
#2468 of 4729-4.8%13F

Hedge funds, activists, holding companies and family offices we track, from their latest 13F (quarter-end value) and Form 4 filings in the last 3 years. Family offices · all institutions

BOKF Institutional Ownership (13F)

Latest filings — 2026-09-30
Diluted shares outstanding: 62,175,991 (as of 2026-03-31)

Institutional managers with $100M+ AUM file Form 13F-HR quarterly, due 45 days after quarter end. Holdings are reported gross at quarter-end market value — they are a snapshot, not a real-time position.

  • Shares — long equity positions in this name, aggregated across share classes.
  • Calls / Puts — notional value of long call / put exposure where this ticker is the underlying.
  • % of Float — holder's reported shares divided by the latest diluted shares outstanding. Sums above 100% indicate large custodian / prime broker positions where the same shares are reported by multiple filers.
  • Custodian badge — filers with more than 5,000 holdings are typically broker-dealers / custodians reporting customer-held shares, not active managers.

Each filer is counted once at its latest 13F-HR filing. New filings are ingested on a weekly cadence.

315 filers26,234,915 shares$3.57B value42.19% of float
# Filer Shares Value % of Total % of Float Period
1 George Kaiser Family Foundation 3,361,707 $466.87M 13.07% 5.41% 2026-06-30
2 Dimensional Fund Advisors LP Custodian 2,726,300 $378.63M 10.60% 4.38% 2026-06-30
3 Vanguard Group Inc Custodian 2,297,678 $272.18M 7.62% 3.70% 2025-12-31
4 ARIEL INVESTMENTS, LLC 1,627,416 $226.02M 6.33% 2.62% 2026-06-30
5 FMR LLC Custodian 1,353,708 $188.00M 5.26% 2.18% 2026-06-30
6 BlackRock, Inc. Custodian 1,132,893 $157.34M 4.40% 1.82% 2026-06-30
7 Vanguard Portfolio Management LLC 988,598 $137.30M 3.84% 1.59% 2026-06-30
8 CIBC WORLD MARKETS CORP 1,105,807 $130.99M 3.67% 1.78% 2025-12-31
9 State Street Corp 940,022 $130.55M 3.65% 1.51% 2026-06-30
10 Vanguard Capital Management LLC 864,458 $120.06M 3.36% 1.39% 2026-06-30
11 ELEVATION POINT WEALTH PARTNERS, LLC 770,026 $106.94M 2.99% 1.24% 2026-06-30
12 Vestmark Advisory Solutions, Inc. 770,021 $106.94M 2.99% 1.24% 2026-06-30
13 Victory Capital Management Inc. 558,394 $77.55M 2.17% 0.90% 2026-06-30
14 CIBC Bancorp USA Inc. 501,695 $69.68M 1.95% 0.81% 2026-06-30
15 Geode Capital Management, LLC Custodian 467,625 $64.96M 1.82% 0.75% 2026-06-30
16 AQR Capital Management, LLC Custodian 429,528 $59.50M 1.67% 0.69% 2026-06-30
17 Goldman Sachs Group Inc Custodian 277,985 $38.61M 1.08% 0.45% 2026-06-30
18 Morgan Stanley Custodian 253,759 $35.24M 0.99% 0.41% 2026-06-30
19 BNP PARIBAS ASSET MANAGEMENT Holding S.A. 244,470 $33.95M 0.95% 0.39% 2026-06-30
20 CIBC WORLD MARKET INC. 230,700 $32.04M 0.90% 0.37% 2026-06-30
21 Charles Schwab Investment Management, Inc. 211,971 $29.44M 0.82% 0.34% 2026-06-30
22 Allspring Global Investments Holdings, LLC 197,479 $27.89M 0.78% 0.32% 2026-06-30
23 BLAIR WILLIAM & CO/IL 194,747 $27.05M 0.76% 0.31% 2026-06-30
24 UBS Group AG Custodian 184,091 $25.57M 0.72% 0.30% 2026-06-30
25 Millennium Management LLC Custodian 167,588 $23.27M 0.65% 0.27% 2026-06-30
3 filers$972.16K notional
# Filer Notional Value % of Total Period
1 Susquehanna International Group, LLP Custodian $430.53K 44.29% 2026-06-30
2 Jane Street Group, LLC Custodian $291.65K 30.00% 2026-06-30
3 Citadel Advisors LLC Custodian $249.98K 25.71% 2026-06-30
1 filers$347.20K notional
# Filer Notional Value % of Total Period
1 Millennium Management LLC Custodian $347.20K 100.00% 2026-06-30

BOKF Insider Trading (Form 4)

Latest: 2026-08-12
Form 4 filings — insider beneficial-ownership changes by officers, directors, and 10%+ holders. Filed within 2 business days of transaction.
Filed Reporter Role Action Shares Avg Price Net $ Link
2026-08-12 Steven Bangert Director Sell (S) −1,250 $143.96 -$179.9K EDGAR
2026-08-06 Brad A Vincent EVP - Specialized Industries Sell (S) −4,015 $145.42 -$583.9K EDGAR
2026-08-06 Brad A Vincent EVP - Specialized Industries Sell (S) −4,015 $145.42 -$583.9K EDGAR
2026-07-29 Scott Grauer EVP, Wealth Management Gift (G) −150 — EDGAR
2026-07-27 Stacy Kymes President & CEO Mixed −3,223 $139.53 -$1.2K EDGAR
2026-07-14 Robert Waldo Director Award (A) +144 $138.55 $20.0K EDGAR
2026-07-14 Emmet C Richards Director Award (A) +144 $138.55 $20.0K EDGAR
2026-07-14 Steven Bangert Director Award (A) +144 $138.55 $20.0K EDGAR
2026-07-14 David F Griffin Director Award (A) +144 $138.55 $20.0K EDGAR
2026-07-14 Pedro Claudia San Director Award (A) +144 $138.55 $20.0K EDGAR
2026-07-14 John W Coffey Director Award (A) +144 $138.55 $20.0K EDGAR
2026-07-14 Michael C. Turpen Director Award (A) +144 $138.55 $20.0K EDGAR
2026-07-14 Alan S Armstrong Director Award (A) +144 $138.55 $20.0K EDGAR
2026-07-14 Edward C Joullian IV Director Award (A) +144 $138.55 $20.0K EDGAR
2026-07-14 Kayse M Do Shrum Director Award (A) +144 $138.55 $20.0K EDGAR
Codes: P = open-market purchase · S = open-market sale · A = grant/award · M = option exercise · F = tax withholding at vest · G = bona-fide gift · D = disposition to issuer · J = other (described in filing footnote — typically 401(k), trust, inheritance) · W = will/inheritance. Only P / S codes carry directional signal.

BOKF Insider Holdings

30 insiders · @ $128.37
Officers, directors, and 10%+ owners who have filed a Form 4 in the past two years, ranked by current disclosed exposure (shares × today's price). Shares are direct + indirect (via trusts / LLCs / spouse). Excludes unvested RSU and option grants — those aren't beneficially owned until vest.
# Insider Role Shares Disclosed Exposure Lifetime OM Net Filings Last Filed
1 George B Kaiser Director 37,986,874 $4.88B $0 2 2024-12-13
2 Stacy Kymes President & CEO 143,893 $18.47M $73.4K 42 2026-07-27
3 Scott Grauer EVP, Wealth Management 56,099 $7.20M -$854.1K 52 2026-07-29
4 Steven Bangert Director 42,146 $5.41M -$8.98M 36 2026-08-12
5 David F Griffin Director 40,466 $5.19M $0 50 2026-07-14
6 Martin E Grunst EVP, CFO 40,028 $5.14M $161.1K 12 2026-02-19
7 Stanley A Lybarger Director 37,880 $4.86M -$8.57M 95 2025-07-16
8 Marc Maun EVP - Regional Banking 32,850 $4.22M -$829.9K 35 2025-02-20
9 Robert Waldo Director 31,929 $4.10M $0 3 2026-07-14
10 Brad A Vincent EVP - Specialized Industries 24,432 $3.14M -$1.09M 17 2026-08-06
Lifetime OM Net = signed sum of open-market buys (P) and sells (S) over their career; excludes grants, tax withholdings, and dispositions to issuer. A large negative number is normal for long-tenured executives — they've sold compensation grants over many years.

BOKF Board & Officers

As of SEC filings through Aug 12, 2026

Directors 15

Officers 14

Changes in the last 10 years (58)
Jul 27, 2026Stacy Kymes first listed as a director in an SEC filing
Mar 31, 2026Tamara Ruth Sloan became EVP, General Counsel
Feb 16, 2026The company announced the departure of Chester Cadieux III from the board in an SEC filing
Aug 27, 2025Stacy Kymes no longer listed as a director in SEC filings
Jul 18, 2025The company announced the departure of Stanley A Lybarger from the board in an SEC filing
Jul 18, 2025The company announced the departure of Stanley A Lybarger as President & CEO in an SEC filing
Apr 29, 2025Robert Waldo became a director
Apr 1, 2025David D Stratton became EVP - Regional Banking
Dec 31, 2024Christy K Daboval became EVP, Chief Credit Officer
Jun 24, 2024The company announced the departure of Marc Maun as EVP - Regional Banking in an SEC filing
Apr 30, 2024Kayse M Do Shrum became a director
Jan 17, 2024Michael J. Rogers listed as SVP, Chief Accounting Officer (previously EVP, Chief Accounting Officer) in SEC filings
Jul 6, 2023Steven E Nell reported in an SEC filing no longer being a director
Jul 6, 2023Steven E Nell reported in an SEC filing no longer being EVP, CFO
May 3, 2023Martin E Grunst listed as EVP, CFO (previously EVP, Chief Risk Officer) in SEC filings
Mar 1, 2023Mindy M. Mahaney became EVP, Chief Risk Officer
Jan 31, 2023The company announced the departure of Steven E Nell from the board in an SEC filing
Jan 31, 2023The company announced the departure of C Fred Ball Jr from the board in an SEC filing
Jan 31, 2023The company announced the departure of C Fred Ball Jr from the board in an SEC filing
Jan 31, 2023The company announced the departure of C Fred Ball Jr from the board in an SEC filing
Not reported recently (11)
  • Peggy Simmons · Last reported as a director in an SEC filing dated Jul 15, 2024
  • James A Dietz · Last reported as EVP, Chief Credit Officer in an SEC filing dated Feb 22, 2024
  • V Burns Hargis · Last reported as a director in an SEC filing dated Jan 16, 2024
  • Douglas D. Hawthorne · Last reported as a director in an SEC filing dated Jan 16, 2024
  • Kimberley D. Henry · Last reported as a director in an SEC filing dated Jan 16, 2024
  • Jack E. Finley · Last reported as a director in an SEC filing dated Jan 12, 2021
  • Gerard P Clancy · Last reported as a director in an SEC filing dated Apr 15, 2020
  • Terry K Spencer · Last reported as a director in an SEC filing dated Apr 27, 2018
  • Robert J Lafortune · Last reported as a director in an SEC filing dated Jan 12, 2018
  • John William Gibson · Last reported as a director in an SEC filing dated Oct 16, 2017
  • Donald T Parker · Last reported as EVP, Chief Information Officer in an SEC filing dated May 15, 2017
Compiled from SEC filings by the company and its directors and officers. Dates are as stated in those filings. Where no filing says when someone left, we show the last filing that listed them.

BOKF Proposed Insider Sales (Form 144)

Latest: 2026-08-11
Last 30d: 0 filings  ·  Last 90d: 2 filings · $764K notice value · 2 unique filers

What is Form 144? A notice of intent to sell restricted or control stock under Rule 144. Affiliates (officers, directors, 10%+ owners) and holders of restricted shares must file Form 144 when planning to sell more than 5,000 shares or $50,000 in any 3-month rolling window.

How it relates to Form 4: Form 144 is filed before the trade (up to 90 days in advance); Form 4 is filed within 2 business days after the trade executes. Not every Form 144 results in a sale — the filer may cancel or delay. Look for the corresponding Form 4 on the Insider Activity card to confirm a sale actually happened.

10b5-1 plans: Trades made under a pre-scheduled Rule 10b5-1 plan are not discretionary — they execute automatically on dates set months earlier, regardless of news. High 10b5-1 percentages mean less per-filing signal value, though cumulative selling volume still matters.

"Notice value": Aggregate market value the filer wrote into the Form 144 — i.e. the size of the planned sale, not necessarily the executed dollars. An amended notice (Form 144/A) replaces the original it amends, and cancelled notices are dropped, so neither is double-counted above. A filed value that is clearly inconsistent with the share count at the stock's price (a filer typo) shows as a dash and is left out of the totals.

Source & freshness: Sourced from public Form 144 filings. Refreshed daily; new filings typically appear here the morning after they are filed.

Top 90-day filers: Vincent Brad A (1, $584K) · BANGERT STEVEN (1, $180K)
Filed Filer Role Shares Notice Value Planned Sale Broker Plan Link
2026-08-11 BANGERT STEVEN Director 1,250 $179.9K 2026-08-11 BOKFS/Pershing LLC — EDGAR
2026-08-04 Vincent Brad A Officer 4,015 $583.9K 2026-08-04 BOKFS/Pershing LLC — EDGAR
2026-05-08 Wade Mark B. Officer 1,700 $225.5K 2026-05-08 Fidelity Brokerage Services LLC — EDGAR
2026-04-23 Reid Jeffrey A. Officer 1,095 $148.4K 2026-04-23 Fidelity Brokerage Services LLC — EDGAR
2026-04-23 Reid Jeffrey A. Officer 105 $14.2K 2026-04-23 Equiniti Trust Company, LLC (act… — EDGAR
Notice value is the aggregate market value the filer states they intend to sell — not a confirmed transaction. Compare to Insider Activity (Form 4) to see which planned sales actually executed. Market-wide feed: Planned sales (Form 144).
Recent SEC Filings
Latest: 2026-05-11
Current reports — material events the company must disclose within 4 business days (earnings releases, M&A, executive changes, etc.).
Filing Date Accession Link
2026-05-11 0000875357-26-000038 EDGAR
2026-05-07 0000875357-26-000036 EDGAR
2026-04-20 0000875357-26-000031 EDGAR
2026-04-06 0000875357-26-000028 EDGAR
2026-02-19 0000875357-26-000016 EDGAR
2026-02-09 0000875357-26-000010 EDGAR
2026-02-03 0000875357-26-000007 EDGAR
2026-01-16 0000875357-26-000004 EDGAR
2025-11-17 0000875357-25-000062 EDGAR
2025-11-03 0000875357-25-000059 EDGAR
Annual report — audited financial statements, MD&A, risk factors. Filed 60–90 days after fiscal year-end.
Filing Date Accession Link
2026-02-18 0000875357-26-000013 EDGAR
2025-02-19 0000875357-25-000013 EDGAR
2024-02-21 0000875357-24-000008 EDGAR
2023-03-01 0000875357-23-000009 EDGAR
2022-02-23 0000875357-22-000013 EDGAR
2021-02-24 0000875357-21-000013 EDGAR
2020-02-27 0000875357-20-000017 EDGAR
2019-03-01 0000875357-19-000011 EDGAR
Quarterly report — unaudited financials and MD&A. Filed 40–45 days after each of the first three fiscal quarters.
Filing Date Accession Link
2026-05-06 0000875357-26-000034 EDGAR
2025-10-29 0000875357-25-000057 EDGAR
2025-07-30 0000875357-25-000045 EDGAR
2025-04-30 0000875357-25-000027 EDGAR
2024-10-30 0000875357-24-000050 EDGAR
2024-07-31 0000875357-24-000041 EDGAR
2024-05-01 0000875357-24-000023 EDGAR
2023-11-01 0000875357-23-000046 EDGAR
2023-08-02 0000875357-23-000040 EDGAR
2023-05-03 0000875357-23-000024 EDGAR
ETF Holders
100 ETFs hold BOKF
25 shown · $629.68M total exposure · 0.04% AUM-weighted avg weight
# ETF Provider Weight $ Exposure ETF AUM As Of
1 DFAT Dimensional US Targeted Value ETF Dimensional 0.33% $101.3M — 2026-10-20
2 DFSV Dimensional US Small Cap Value ETF Dimensional 0.31% $83.1M — 2026-10-20
3 VTI Vanguard Morningstar Total Stock Market ETF Vanguard 0.00% $73.2M — 2026-09-30
4 DFAS Dimensional US Small Cap ETF Dimensional 0.15% $52.1M — 2026-10-20
5 VB Vanguard Morningstar Small-Cap ETF Vanguard 0.03% $51.9M — 2026-09-30
6 KRE State Street® SPDR® S&P® Regional Banking ETF SPDR (State Street) 1.08% $43.1M $4.0B 2026-10-20
7 VBR Vanguard Morningstar Small-Cap Value ETF Vanguard 0.05% $33.8M — 2026-09-30
8 DFAC Dimensional US Core Equity 2 ETF Dimensional 0.04% $31.0M — 2026-10-20
9 VXF Vanguard Extended Market ETF Vanguard 0.03% $27.5M — 2026-09-30
10 VIG Vanguard Dividend Appreciation ETF Vanguard 0.01% $13.9M — 2026-09-30
11 KBE State Street® SPDR® S&P® Bank ETF SPDR (State Street) 0.92% $13.2M $1.4B 2026-10-20
12 DCOR Dimensional US Core Equity 1 ETF Dimensional 0.02% $11.0M — 2026-10-20
13 DON WisdomTree U.S. Midcap Dividend Fund Nport 0.26% $10.3M — 2026-06-30
14 IWR iShares Russell Mid-Cap ETF iShares (BlackRock) 0.02% $10.2M $57.3B 2026-10-20
15 USVM VictoryShares US Small Mid Cap Value Momentum ETF Nport 0.57% $10.0M — 2026-06-30
16 VYM Vanguard High Dividend Yield ETF Vanguard 0.01% $9.7M — 2026-09-30
17 FXO First Trust Financials AlphaDEX® Fund First Trust 0.91% $9.5M $1.1B 2026-10-20
18 FNDA Schwab Fundamental U.S. Small Company ETF Nport 0.09% $8.0M — 2026-05-31
19 SCHM Schwab U.S. Mid-Cap ETF Nport 0.05% $7.3M — 2026-05-31
20 DFUV Dimensional US Marketwide Value ETF Dimensional 0.05% $7.2M $15.8B 2026-10-20
21 IWD iShares Russell 1000 Value ETF iShares (BlackRock) 0.01% $5.3M $84.5B 2026-10-20
22 PRFZ Invesco RAFI US 1500 Small-Mid ETF Nport 0.18% $4.9M — 2026-07-31
23 FFSM Fidelity Fundamental Small-Mid Cap ETF Nport 0.29% $4.3M — 2026-07-31
24 VFH Vanguard Financials ETF Vanguard 0.03% $4.1M — 2026-09-30
25 DGRO iShares Core Dividend Growth ETF iShares (BlackRock) 0.01% $3.7M $44.3B 2026-10-20
Fundamentals

Quarterly filings sourced from SEC 10-Q / 10-K reports. TTM tiles aggregate the most recent four quarters; bars show the last ~12 quarters oldest → newest.

Metrics
  • Revenue — top-line sales. Look for consistent YoY growth; seasonal businesses need same-quarter comparisons (Q4 '24 vs Q4 '23).
  • Net Income — bottom-line profit after all expenses. Can be volatile from one-time items; red bars = net loss.
  • Diluted EPS — net income per share assuming options/converts are exercised. Direct input to the P/E ratio.
  • Operating Cash Flow — cash generated from core operations, before capex and financing. Harder to manipulate than net income; growing OCF is a quality signal.
How to read the bars
  • Sequential growth — quarter-over-quarter trend. Accelerating bars are a momentum signal.
  • YoY growth — compare to the same quarter a year earlier to remove seasonality.
  • Quality — OCF should roughly track Net Income over time. Large divergence (net income ≫ OCF) flags accruals risk.
  • Margins — scan the bar ratios: Net Income / Revenue tells you margin trend without needing a separate chart.

TTM (trailing-twelve-month) smooths seasonality and is used for the P/E calculation. Filings appear 30–90 days after the period closes.

Trailing P/E
12.98
TTM Diluted EPS
$9.89
TTM Revenue
$3.40B
TTM Net Income
$610.15M
TTM Op. Cash Flow
$470.68M
Quarterly figures (12 quarters)
QuarterPeriod EndRevenueNet IncomeDiluted EPSOp. Cash Flow
Q1 '262026-03-31$827.19M$154.68M$2.58$-248.68M
Q4 '252025-12-31$870.10M$177.59M$2.90$-237.88M
Q3 '252025-09-30$855.16M$139.37M$2.22$867.85M
Q2 '252025-06-30$849.52M$138.51M$2.19$89.40M
Q1 '252025-03-31$804.61M$118.51M$1.86$20.26M
Q4 '242024-12-31$849.17M$134.82M$2.13$541.01M
Q3 '242024-09-30$888.50M$138.62M$2.18$246.68M
Q2 '242024-06-30$931.52M$162.11M$2.54$463.55M
Q1 '242024-03-31$806.91M$83.03M$1.29$179.22M
Q4 '232023-12-31$843.21M$81.88M$1.28$-461.76M
Q3 '232023-09-30$815.20M$133.39M$2.04$1.09B
Q2 '232023-06-30$779.42M$150.11M$2.27$-3.02B
Q1 2026 • period ending 2026-03-31 • filed 2026-05-06
Valuation

Ratios derived from TTM financials and the current market price, sampled daily. History chart shows how expensive the stock is today relative to its own recent past.

Price Multiples
  • P/E — price / TTM earnings. Rough market rule: 10–15 value, 15–25 market, >30 growth/premium. Negative when earnings are negative.
  • P/B — price / book value. Useful for financials and asset-heavy names; meaningless for asset-light software.
  • P/S — price / TTM revenue. Useful when earnings are negative or noisy (early-stage growth).
  • EV/EBITDA — capital-structure-neutral. <10 cheap, 10–15 reasonable, >20 rich. Good for comparing across leverage profiles.
  • EV/Sales — like P/S but accounts for debt + cash. Compare within sector.
Profitability & Yields
  • ROE — return on equity. >15% strong, >25% exceptional. Caution: high leverage inflates ROE.
  • ROA — return on assets. Leverage-neutral; >5% solid, >10% exceptional.
  • Div Yield — annual dividend / price. Compare to 10Y Treasury; sustained yield >6% often signals distress.
  • FCF Yield — free cash flow / market cap. >5% is attractive; negative means burning cash.
Balance Sheet
  • Debt/Equity — leverage. <1 conservative, >2 aggressive. Sector-dependent (utilities naturally high, tech low).
  • Current Ratio — short-term liquidity. >1.5 comfortable, <1 raises short-term solvency flags.
Reading the history chart
  • Compare current level to the 3-year band: near the high end = relatively expensive; near the low = relatively cheap.
  • Multiples expanding while earnings are flat = sentiment-driven rally.
  • Multiples compressing while earnings grow = value coming from fundamentals.
P/E
12.98
P/B
1.34
P/S
2.35
EV/EBITDA
9.65
EV/Sales
2.20
ROE
10.2%
ROA
1.1%
Div Yield
1.96%
FCF Yield
5.90%
Debt/Equity
0.07
Current Ratio
—
Market Cap
$7.98B
as of 2026-10-22
Short Interest & Float

Regulatory short-interest reports publish on a bi-weekly settlement cadence; short-volume is reported daily by the trade-reporting facilities. Float is derived from insider-ownership filings.

Metric definitions
  • Short Interest — total shares currently sold short as of the settlement date. Lags real time by ~8 business days.
  • SI % of Float — short interest / free float. The key crowding metric.
  • Days to Cover — short interest / avg daily volume. How many full trading days it would take shorts to buy back. High DTC + catalyst = squeeze fuel.
  • Short Vol Ratio — today's short-sale volume / total volume. Intraday selling pressure proxy (not the same as short interest).
  • Free Float — shares available for public trading (total shares minus insider / restricted).
  • Float % — free float / shares outstanding. <50% = tightly held, more prone to squeezes.
How to read the signals
  • SI % of Float < 5% — typical, no particular signal.
  • 5–15% — elevated; watch for catalysts (earnings, guidance, macro).
  • 15–30% — heavily shorted; tight-float names in this range have produced notable squeezes historically.
  • >30% — extreme; borrow is likely expensive and squeeze risk is material.
  • Days to Cover > 5 combined with high SI% amplifies squeeze potential.
History chart
  • Trend matters more than level. Rapidly rising short interest often precedes negative catalysts or heavy hedging.
  • A sudden drop in SI after a rally may indicate a squeeze in progress.

Short interest is reported mid-month and end-of-month; short volume is daily.

Short Interest
2.56M
SI % of Float
13.55%
Days to Cover
8.45
Short Vol Ratio
61.3%
Free Float
18.89M
Float %
31.1%
Short interest 2026-09-30 • Short volume 2026-10-21 • Float 2026-08-07