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Action Point Financial Planning’s BOK Financial BOKF Stock Holding History

Action Point Financial Planning’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
Q2 		$6.81K Buy
+51
New +$6.74K ﹤0.01% 1659

Other funds holding BOKF

GKFF
George Kaiser Family Foundation Tulsa, Oklahoma $1.04B AUM 36.93% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
MYIA
Mount Yale Investment Advisors Denver, Colorado $5.4B AUM 28.46% 1-Year Est. Return
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $10.6B AUM 25.02% 1-Year Est. Return

Action Point Financial Planning's BOKF Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in BOK Financial (BOKF) in Q2 2026: 51 shares worth $6.81K. The stake represents ﹤0.01% of the portfolio and ranks #1659 among its holdings.

304 funds tracked by Wall St. Rank hold BOKF as of Q2 2026.

  • Action Point Financial Planning held 51 shares of BOK Financial worth $6.81K as of Q2 2026.
  • BOK Financial was a new Action Point Financial Planning position in Q2 2026.
  • BOK Financial made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #1659 holding.
  • 304 funds tracked by Wall St. Rank held BOK Financial as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.