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Advisornet Financial’s BOK Financial BOKF Stock Holding History

Advisornet Financial’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 		– Sell
-6
Closed -$833 – 846
2026
Q2 		$833 Hold
6
– – ﹤0.01% 2039
2026
Q1 		$768 Hold
6
– – ﹤0.01% 2050
2025
Q4 		$711 Hold
6
– – ﹤0.01% 2046
2025
Q3 		$669 Hold
6
– – ﹤0.01% 2025
2025
Q2 		$586 Buy
+6
New +$564 ﹤0.01% 2032

Other funds holding BOKF

GGS
Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CX Institutional
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
AP
Anchyra Partners Atlanta, Georgia $477M AUM 34.33% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
WETS
Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
OW
Olistico Wealth Tulsa, Oklahoma $239M AUM 22.54% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Advisornet Financial's BOKF Position: Q3 2026 in Review

Advisornet Financial sold out of BOK Financial (BOKF) in Q3 2026, closing a stake of 6 shares — an estimated $833 sold.

Advisornet Financial first reported a position in BOKF in Q2 2025 and held it in 5 quarters. The position peaked at $833 in Q2 2026. 19 funds tracked by Wall St. Rank hold BOKF as of Q3 2026.

  • Advisornet Financial reported no remaining BOK Financial position as of Q3 2026 after selling out during the quarter.
  • Advisornet Financial sold 6 BOK Financial shares in Q3 2026, an estimated $833.
  • Advisornet Financial first reported a position in BOK Financial in Q2 2025 and held it in 5 quarters.
  • Advisornet Financial's BOK Financial position peaked at $833 in Q2 2026.
  • 19 funds tracked by Wall St. Rank held BOK Financial as of Q3 2026.

Based on Advisornet Financial's 13F filing for Q3 2026, filed 15 Oct 2026.