Advisory Services Network’s BOK Financial BOKF Stock Holding History

Advisory Services Network’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 Q1	$1.28K	Buy	+10	New	+$1.28K	﹤0.01%	4256
2025 Q4	–	Sell	-10	Closed	-$1.11K	–	2108
2025 Q3	$1.11K	Buy	+10	New	+$1.07K	﹤0.01%	3912
2023 Q2	–	Sell	-56	Closed	-$4.73K	–	1720
2023 Q1	$4.73K	Hold	56	–	–	﹤0.01%	3173
2022 Q4	$5.81K	Buy	+56	New	+$5.68K	﹤0.01%	3069
2020 Q4	–	Sell	-162	Closed	-$8K	–	3317
2020 Q3	$8K	Buy	+162	New	+$8.91K	﹤0.01%	2539
2020 Q2	–	Sell	-162	Closed	-$7K	–	1240
2020 Q1	$7K	Buy	162 +137	+548%	+$9.66K	﹤0.01%	2322
2019 Q4	$2K	Hold	25	–	–	﹤0.01%	2826
2019 Q3	$2K	Hold	25	–	–	﹤0.01%	2618
2019 Q2	$2K	Hold	25	–	–	﹤0.01%	2616
2019 Q1	$2K	Hold	25	–	–	﹤0.01%	2311
2018 Q4	$2K	Hold	25	–	–	﹤0.01%	2284
2018 Q3	$2K	Hold	25	–	–	﹤0.01%	2291
2018 Q2	$2K	Sell	25 -87	-78%	-$8.82K	﹤0.01%	2252
2018 Q1	$11K	Sell	112 -1	-0.9%	-$96	﹤0.01%	1832
2017 Q4	$10K	Sell	113 -1	-0.9%	-$88	﹤0.01%	1818
2017 Q3	$10K	Hold	114	–	–	﹤0.01%	1606
2017 Q2	$10K	Buy	114 +27	+31%	+$2.2K	﹤0.01%	1542
2017 Q1	$7K	Buy	+87	New	+$7.09K	﹤0.01%	1585
2016 Q3	$5K	Hold	69	–	–	﹤0.01%	1506
2016 Q2	$4K	Sell	69 -30	-30%	-$1.78K	﹤0.01%	1455
2016 Q1	$5K	Hold	99	–	–	﹤0.01%	1248
2015 Q4	$6K	Hold	99	–	–	﹤0.01%	1059
2015 Q3	$6K	Buy	99 +22	+29%	+$1.43K	﹤0.01%	1049
2015 Q2	$5K	Buy	+77	New	+$5.04K	﹤0.01%	1062

Other funds holding BOKF

GKFF

George Kaiser Family Foundation Tulsa, Oklahoma $883M AUM 21.04% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

CBU

CIBC Bancorp USA Chicago, Illinois $74.4B AUM

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Advisory Services Network's BOKF Position: Q1 2026 in Review

Advisory Services Network opened a new position in BOK Financial (BOKF) in Q1 2026: 10 shares worth $1.28K. The stake represents ﹤0.01% of the portfolio and ranks #4256 among its holdings. This is a return to the name: Advisory Services Network previously reported a position in BOKF as recently as Q3 2025.

Advisory Services Network first reported a position in BOKF in Q2 2015 and has held it in 24 quarters since. The position peaked at $11K in Q1 2018. 287 funds tracked by Wall St. Rank hold BOKF as of Q1 2026.

Advisory Services Network held 10 shares of BOK Financial worth $1.28K as of Q1 2026.
BOK Financial was a new Advisory Services Network position in Q1 2026.
BOK Financial made up ﹤0.01% of Advisory Services Network's portfolio in Q1 2026, its #4256 holding.
Advisory Services Network first reported a position in BOK Financial in Q2 2015 and has held it in 24 quarters since.
Advisory Services Network's BOK Financial position peaked at $11K in Q1 2018.
287 funds tracked by Wall St. Rank held BOK Financial as of Q1 2026.

Based on Advisory Services Network's 13F filing for Q1 2026, filed 15 May 2026.