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BOK Financial BOKF Wealth Management — Corporate Expense Allocations

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Other financials

Income statement

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Revenue$589.4M+10.1%
Net income$176.5M+26.1%
EPS (diluted)$2.92+33.3%

Balance sheet

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Cash & equivalents$975.8M-28.2%
Total debt$228.1M-8.3%
Total equity$6.1B+3.3%
Total assets$53.2B+4.3%

Cash flow

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Operating cash flow-$248.7M-1,327%
CapEx$35.7M-25.9%
Free cash flow-$284.4M-917%

Valuation

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Market cap$8.78B+36.6%
P/E13.5×+1.5×
P/S3.9×+0.8×

Profitability

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Net margin28.5%+2.7pp
FCF margin64.7%+51.6pp

Returns & leverage

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Return on equity10.9%+1.2pp
Debt / equity0.0×

Where this comes from

Reported directly by BOK Financial in its filing.

Tagged under the XBRL concept bokf:CorporateExpenseAllocations.

The source filing: BOK Financial’s 10-Q, filed May 6, 2026.

Filed
May 6, 2026, 12:05 PM EDT
Fiscal quarter
Q1 FY2026
Calendar quarter
Q1 2026
Accession
0000875357-26-000034
Line itemCommercial BankingConsumer BankingWealth ManagementSegment TotalFunds Management and OtherBOKFinancial Corporation
Net interest income after provision for credit losses173,07354,48142,478270,03272,522342,554
Other operating revenue60,06842,866110,387213,321(2,053)211,268
Personnel expense51,26725,46669,413146,14665,028211,174
Non-personnel expense31,04138,02728,75697,82445,168142,992
Total other operating expense82,30863,49398,169243,970110,196354,166
Corporate allocations16,04614,68617,15547,887(47,887)
Net income before taxes$134,787$19,168$37,541$191,496$8,160$199,656
Average assets$22,679,465$8,452,393$11,370,683$42,502,541$10,620,468$53,123,009

Item 6. Exhibits [92](#i2beb11d71c2f4b06859cb69826942c5a_157)

FAQ

What is BOK Financial's wealth management — corporate expense allocations?
BOK Financial (BOKF) reported wealth management — corporate expense allocations of $17.16M in Q1 2026.
How has BOK Financial's wealth management — corporate expense allocations changed year-over-year?
BOK Financial's wealth management — corporate expense allocations increased by 23.8% year-over-year, from $13.85M to $17.16M.
What is the long-term trend for BOK Financial's wealth management — corporate expense allocations?
Over 4 years (2021 to 2025), BOK Financial's wealth management — corporate expense allocations has grown at a 9.8% compound annual growth rate (CAGR), from $40.33M to $58.66M.
What does wealth management — corporate expense allocations mean?
This represents the portion of the parent company's centralized corporate overhead costs that are allocated to the wealth management segment. These costs cover shared services such as IT, HR, and legal support.

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