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Bay Harbor Wealth Management’s BOK Financial BOKF Stock Holding History

Bay Harbor 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 		$2.36K Buy
17
+4
+31% +$529 ﹤0.01% 608
2026
Q1 		$1.66K Buy
13
+6
+86% +$771 ﹤0.01% 608
2025
Q4 		$829 Buy
7
+2
+40% +$224 ﹤0.01% 690
2025
Q3 		$557 Buy
5
+3
+150% +$321 ﹤0.01% 694
2025
Q2 		$195 Hold
2
– – ﹤0.01% 923
2025
Q1 		$208 Buy
+2
New +$215 ﹤0.01% 658

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

Bay Harbor Wealth Management's BOKF Position: Q2 2026 in Review

Bay Harbor Wealth Management increased its BOK Financial (BOKF) stake by 31% in Q2 2026, buying an estimated $529 and bringing the position to 17 shares worth $2.36K. The position accounts for ﹤0.01% of the portfolio, ranked #608.

Bay Harbor Wealth Management first reported a position in BOKF in Q1 2025 and has held it in 6 quarters since. 306 funds tracked by Wall St. Rank hold BOKF as of Q2 2026.

  • Bay Harbor Wealth Management held 17 shares of BOK Financial worth $2.36K as of Q2 2026.
  • Bay Harbor Wealth Management bought 4 BOK Financial shares in Q2 2026, an estimated $529.
  • BOK Financial made up ﹤0.01% of Bay Harbor Wealth Management's portfolio in Q2 2026, its #608 holding.
  • Bay Harbor Wealth Management first reported a position in BOK Financial in Q1 2025 and has held it in 6 quarters since.
  • 306 funds tracked by Wall St. Rank held BOK Financial as of Q2 2026.

Based on Bay Harbor Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.