test

ROGERS, MICHAEL J

Bokf, Na

Assets Managed
$6.54B
Holdings
1028
Last Quarter
2026 - Q1
Filed Date
15d ago
Growth Rate
0.09%(2Q avg: -0.8%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Bokf, Na's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 1028 positions.

Assets under management

The assets under management (AUM) of Bokf, Na over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 6.54B in assets, with a quarterly growth rate of 0.09% and a 2-quarter average growth rate of -0.8%. The portfolio is managed by ROGERS, MICHAEL J, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
IWB
Ishares Russell 1000 Etf
Recent Activity
Decreased -0.78%
7.02%
$458.899M
1.287M shares@ $356.56 avg price
VOO
Vanguard S&p 500 Etf
Recent Activity
Increased 2.66%
5.56%
$363.581M
608,453 shares@ $597.55 avg price
XOM
Exxon Mobil Corp
Recent Activity
Increased 0.02%
4.73%
$309.003M
1.821M shares@ $169.67 avg price
AAPL
Apple Inc
Recent Activity
Decreased -2%
3.01%
$196.243M
773,249 shares@ $253.79 avg price
VWO
Vanguard Ftse Emerging Marke
Recent Activity
Increased 3.2%
2.8%
$182.989M
3.386M shares@ $54.05 avg price
NVDA
Nvidia Corp
Recent Activity
Decreased -0.71%
2.46%
$160.229M
918,744 shares@ $174.41 avg price
MSFT
Microsoft Corp
Recent Activity
Decreased -1.76%
1.99%
$129.84M
350,758 shares@ $370.18 avg price
AVEM
Avantis Emerging Markets Eq
Recent Activity
Increased 5.61%
1.89%
$123.058M
1.527M shares@ $80.58 avg price
IJH
Ishares Core S&p Midcap Etf
Recent Activity
Increased 0.36%
1.74%
$113.629M
1.683M shares@ $67.53 avg price
EFA
Ishares Msci Eafe Etf
Recent Activity
Decreased -0.69%
1.37%
$89.272M
919,102 shares@ $97.13 avg price

1-10 of 1028