Superior Planning, LLC’s BOK Financial BOKF Stock Holding History

Superior Planning, LLC’s Portfolio BOKF Stock Details BOKF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.39K	Buy	+11	New	+$1.52K	﹤0.01%	1675

Other funds holding BOKF

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Mount Yale Investment Advisors Denver, Colorado $5.96B AUM 22.06% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

William Blair & Company Chicago, Illinois $38.6B AUM 22.09% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return

Superior Planning, LLC's BOKF Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in BOK Financial (BOKF) in Q3 2026: 11 shares worth $1.39K. The stake represents ﹤0.01% of the portfolio and ranks #1675 among its holdings.

194 funds tracked by Wall St. Rank hold BOKF as of Q3 2026.

Superior Planning, LLC held 11 shares of BOK Financial worth $1.39K as of Q3 2026.
BOK Financial was a new Superior Planning, LLC position in Q3 2026.
BOK Financial made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #1675 holding.
194 funds tracked by Wall St. Rank held BOK Financial as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.