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Bartlett & Co Wealth Management’s BOK Financial BOKF Stock Holding History

Bartlett & Co Wealth Management’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 		– Sell
-1
Closed -$133 – 1335
2026
Q1 		$133 Buy
+1
New +$128 ﹤0.01% 1249

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

Bartlett & Co Wealth Management's BOKF Position: Q2 2026 in Review

Bartlett & Co Wealth Management sold out of BOK Financial (BOKF) in Q2 2026, closing a stake of 1 share — an estimated $133 sold.

Bartlett & Co Wealth Management first reported a position in BOKF in Q1 2026 and held it in 1 quarter. The position peaked at $133 in Q1 2026. 306 funds tracked by Wall St. Rank hold BOKF as of Q2 2026.

  • Bartlett & Co Wealth Management reported no remaining BOK Financial position as of Q2 2026 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 1 BOK Financial share in Q2 2026, an estimated $133.
  • Bartlett & Co Wealth Management first reported a position in BOK Financial in Q1 2026 and held it in 1 quarter.
  • Bartlett & Co Wealth Management's BOK Financial position peaked at $133 in Q1 2026.
  • 306 funds tracked by Wall St. Rank held BOK Financial as of Q2 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.