AF
BOKF icon

Allworth Financial’s BOK Financial BOKF Stock Holding History

Allworth 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
Q2 		$56.8K Buy
409
+120
+42% +$15.9K ﹤0.01% 2371
2026
Q1 		$37K Buy
289
+99
+52% +$12.7K ﹤0.01% 2548
2025
Q4 		$22.5K Sell
190
-27
-12% -$3.03K ﹤0.01% 2737
2025
Q3 		$24.2K Buy
217
+47
+28% +$5.02K ﹤0.01% 2584
2025
Q2 		$16.6K Buy
170
+1
+0.6% +$94 ﹤0.01% 2636
2025
Q1 		$15.4K Buy
169
+30
+22% +$3.22K ﹤0.01% 2217
2024
Q4 		$15.7K Buy
139
+12
+9% +$1.34K ﹤0.01% 2236
2024
Q3 		$13.3K Sell
127
-15
-11% -$1.51K ﹤0.01% 2132
2024
Q2 		$14.7K Buy
142
+130
+1,083% +$11.7K ﹤0.01% 2058
2024
Q1 		$1.1K Buy
12
+5
+71% +$424 ﹤0.01% 3049
2023
Q4 		$600 Buy
+7
New +$528 ﹤0.01% 3093
2023
Q2 		– Sell
-4
Closed -$338 – 3265
2023
Q1 		$338 Hold
4
– – ﹤0.01% 2916
2022
Q4 		$415 Buy
4
+2
+100% +$203 ﹤0.01% 2679
2022
Q3 		$0 Sell
2
-2
-50% -$173 ﹤0.01% 2674
2022
Q2 		$0 Sell
4
-200
-98% -$16.9K ﹤0.01% 2411
2022
Q1 		$19K Buy
+204
New +$21.1K ﹤0.01% 1273

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

Allworth Financial's BOKF Position: Q2 2026 in Review

Allworth Financial increased its BOK Financial (BOKF) stake by 42% in Q2 2026, buying an estimated $15.9K and bringing the position to 409 shares worth $56.8K. The position accounts for ﹤0.01% of the portfolio, ranked #2371.

Allworth Financial first reported a position in BOKF in Q1 2022 and has held it in 16 quarters since. 306 funds tracked by Wall St. Rank hold BOKF as of Q2 2026.

  • Allworth Financial held 409 shares of BOK Financial worth $56.8K as of Q2 2026.
  • Allworth Financial bought 120 BOK Financial shares in Q2 2026, an estimated $15.9K.
  • BOK Financial made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #2371 holding.
  • Allworth Financial first reported a position in BOK Financial in Q1 2022 and has held it in 16 quarters since.
  • 306 funds tracked by Wall St. Rank held BOK Financial as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.