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Bogart Wealth LLC’s BOK Financial BOKF Stock Holding History

Bogart Wealth LLC’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 		$5.69K Buy
41
+27
+193% +$3.57K ﹤0.01% 1163
2026
Q1 		$1.79K Sell
14
-1
-7% -$128 ﹤0.01% 1299
2025
Q4 		$1.78K Buy
15
+5
+50% +$561 ﹤0.01% 1201
2025
Q3 		$1.11K Hold
10
– – ﹤0.01% 1262
2025
Q2 		$976 Buy
+10
New +$941 ﹤0.01% 1231

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

Bogart Wealth LLC's BOKF Position: Q2 2026 in Review

Bogart Wealth LLC increased its BOK Financial (BOKF) stake by 193% in Q2 2026, buying an estimated $3.57K and bringing the position to 41 shares worth $5.69K. The position accounts for ﹤0.01% of the portfolio, ranked #1163.

Bogart Wealth LLC first reported a position in BOKF in Q2 2025 and has held it in 5 quarters since. 306 funds tracked by Wall St. Rank hold BOKF as of Q2 2026.

  • Bogart Wealth LLC held 41 shares of BOK Financial worth $5.69K as of Q2 2026.
  • Bogart Wealth LLC bought 27 BOK Financial shares in Q2 2026, an estimated $3.57K.
  • BOK Financial made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1163 holding.
  • Bogart Wealth LLC first reported a position in BOK Financial in Q2 2025 and has held it in 5 quarters since.
  • 306 funds tracked by Wall St. Rank held BOK Financial as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.