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Ameritas Advisory Services’s BOK Financial BOKF Stock Holding History

Ameritas Advisory Services’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
2025
Q4 		– Sell
-81
Closed -$9.03K – 1064
2025
Q3 		$9.03K Hold
81
– – ﹤0.01% 1694
2025
Q2 		$7.91K Buy
+81
New +$7.62K ﹤0.01% 2102
2023
Q2 		– Sell
-81
Closed -$6.84K – 784
2023
Q1 		$6.84K Buy
+81
New +$7.92K ﹤0.01% 2044

Other funds holding BOKF

GKFF
George Kaiser Family Foundation Tulsa, Oklahoma $883M AUM 21.04% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CWM
CIBC World Markets New York $20.8B AUM
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
FGP
Freestone Grove Partners San Francisco, California $14.2B AUM 24.58% 1-Year Est. Return

Ameritas Advisory Services's BOKF Position: Q4 2025 in Review

Ameritas Advisory Services sold out of BOK Financial (BOKF) in Q4 2025, closing a stake of 81 shares — an estimated $9.03K sold.

Ameritas Advisory Services first reported a position in BOKF in Q1 2023 and held it in 3 quarters. The position peaked at $9.03K in Q3 2025. 251 funds tracked by Wall St. Rank hold BOKF as of Q4 2025.

  • Ameritas Advisory Services reported no remaining BOK Financial position as of Q4 2025 after selling out during the quarter.
  • Ameritas Advisory Services sold 81 BOK Financial shares in Q4 2025, an estimated $9.03K.
  • Ameritas Advisory Services first reported a position in BOK Financial in Q1 2023 and held it in 3 quarters.
  • Ameritas Advisory Services's BOK Financial position peaked at $9.03K in Q3 2025.
  • 251 funds tracked by Wall St. Rank held BOK Financial as of Q4 2025.

Based on Ameritas Advisory Services's 13F filing for Q4 2025, filed 4 Feb 2026.