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
| Investment | Portfolio % | Reported Value | Recent Activity |
|---|---|---|---|
IWB Ishares Russell 1000 Etf
| 7.02% | $458.899M 1.287M shares@ $356.56 avg price | Decreased -0.78% |
VOO Vanguard S&p 500 Etf
| 5.56% | $363.581M 608,453 shares@ $597.55 avg price | Increased 2.66% |
XOM Exxon Mobil Corp
| 4.73% | $309.003M 1.821M shares@ $169.67 avg price | Increased 0.02% |
AAPL Apple Inc
| 3.01% | $196.243M 773,249 shares@ $253.79 avg price | Decreased -2% |
VWO Vanguard Ftse Emerging Marke
| 2.8% | $182.989M 3.386M shares@ $54.05 avg price | Increased 3.2% |
NVDA Nvidia Corp
| 2.46% | $160.229M 918,744 shares@ $174.41 avg price | Decreased -0.71% |
MSFT Microsoft Corp
| 1.99% | $129.84M 350,758 shares@ $370.18 avg price | Decreased -1.76% |
AVEM Avantis Emerging Markets Eq
| 1.89% | $123.058M 1.527M shares@ $80.58 avg price | Increased 5.61% |
IJH Ishares Core S&p Midcap Etf
| 1.74% | $113.629M 1.683M shares@ $67.53 avg price | Increased 0.36% |
EFA Ishares Msci Eafe Etf
| 1.37% | $89.272M 919,102 shares@ $97.13 avg price | Decreased -0.69% |
1-10 of 1028