First Trust Advisors Boosts Stake in BOK Financial

Investment firm increases holding in Oklahoma-based bank by nearly 40%

Mar. 11, 2026 at 9:50am

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First Trust Advisors LP has increased its stake in BOK Financial Corporation (NASDAQ:BOKF) by 39.8% in the third quarter, according to a recent SEC filing. The investment firm now owns 527,601 shares of the bank's stock, valued at around $58.8 million and representing approximately 0.83% ownership.

Why it matters

This move by First Trust Advisors suggests increased confidence in BOK Financial's prospects, as the firm has boosted its position in the Oklahoma-based bank. BOK Financial is a diversified financial services company serving businesses, professionals and individuals across the central and western United States.

The details

According to the 13F filing, First Trust Advisors bought an additional 150,210 shares of BOK Financial during the third quarter. The firm now owns about 0.83% of the bank's outstanding shares. Other hedge funds have also made changes to their BOK Financial holdings, with some increasing and others decreasing their stakes in the company.

  • The 13F filing detailing First Trust's increased stake in BOK Financial was submitted on March 11, 2026.
  • The additional 150,210 shares were purchased by First Trust Advisors in the third quarter of 2025.

The players

First Trust Advisors LP

An investment management firm that has increased its stake in BOK Financial Corporation.

BOK Financial Corporation

A diversified financial services holding company serving businesses, professionals and individuals across the central and western United States.

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The takeaway

First Trust Advisors' increased investment in BOK Financial suggests the firm sees growth potential in the Oklahoma-based bank, which offers a range of commercial banking, wealth management, and other financial services across its regional footprint.