Bell Investment Advisors’s BOK Financial BOKF Stock Holding History

Bell Investment Advisors’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	$3.89K	Hold	28	–	–	﹤0.01%	1083
2026 Q1	$3.59K	Hold	28	–	–	﹤0.01%	1106
2025 Q4	$3.32K	Hold	28	–	–	﹤0.01%	1154
2025 Q3	$3.12K	Hold	28	–	–	﹤0.01%	1149
2025 Q2	$2.73K	Hold	28	–	–	﹤0.01%	1234
2025 Q1	$2.92K	Hold	28	–	–	﹤0.01%	1156
2024 Q4	$2.98K	Hold	28	–	–	﹤0.01%	1173
2024 Q3	$2.93K	Hold	28	–	–	﹤0.01%	1191
2024 Q2	$2.57K	Hold	28	–	–	﹤0.01%	1248
2024 Q1	$2.58K	Buy	28 +6	+27%	+$509	﹤0.01%	1233
2023 Q4	$1.89K	Hold	22	–	–	﹤0.01%	1351
2023 Q3	$1.76K	Hold	22	–	–	﹤0.01%	1339
2023 Q2	$1.78K	Sell	22 -7	-24%	-$577	﹤0.01%	1359
2023 Q1	$2.45K	Sell	29 -11	-28%	-$1.07K	﹤0.01%	1145
2022 Q4	$4.15K	Buy	40 +5	+14%	+$507	﹤0.01%	907
2022 Q3	$3K	Buy	35 +6	+21%	+$519	﹤0.01%	881
2022 Q2	$2K	Buy	+29	New	+$2.45K	﹤0.01%	1102
2021 Q4	$4K	Hold	42	–	–	﹤0.01%	837
2021 Q3	$4K	Buy	+42	New	+$3.6K	﹤0.01%	775

Other funds holding BOKF

GKFF

George Kaiser Family Foundation Tulsa, Oklahoma $1.04B AUM 36.93% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Mount Yale Investment Advisors Denver, Colorado $5.4B AUM 28.46% 1-Year Est. Return

Vestmark Advisory Solutions Wakefield, Massachusetts $10.6B AUM 25.02% 1-Year Est. Return

Bell Investment Advisors's BOKF Position: Q2 2026 in Review

Bell Investment Advisors held its BOK Financial (BOKF) position steady in Q2 2026 at 28 shares worth $3.89K. The position accounts for ﹤0.01% of the portfolio, ranked #1083.

Bell Investment Advisors first reported a position in BOKF in Q3 2021 and has held it in 19 quarters since. The position peaked at $4.15K in Q4 2022. 305 funds tracked by Wall St. Rank hold BOKF as of Q2 2026.

Bell Investment Advisors held 28 shares of BOK Financial worth $3.89K as of Q2 2026.
Bell Investment Advisors left its BOK Financial share count unchanged in Q2 2026.
BOK Financial made up ﹤0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #1083 holding.
Bell Investment Advisors first reported a position in BOK Financial in Q3 2021 and has held it in 19 quarters since.
Bell Investment Advisors's BOK Financial position peaked at $4.15K in Q4 2022.
305 funds tracked by Wall St. Rank held BOK Financial as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.