BOK Financial’s Avantis US Large Cap Value ETF AVLV Stock Holding History

BOK Financial’s Portfolio AVLV Stock Details AVLV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$193K	Buy	+2,393	New	+$194K	﹤0.01%	680

Other funds holding AVLV

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

PHWA

Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM

BOK Financial's AVLV Position: Q1 2026 in Review

BOK Financial opened a new position in Avantis US Large Cap Value ETF (AVLV) in Q1 2026: 2,393 shares worth $193K. The stake represents ﹤0.01% of the portfolio and ranks #680 among its holdings.

483 funds tracked by Wall St. Rank hold AVLV as of Q1 2026.

BOK Financial held 2,393 shares of Avantis US Large Cap Value ETF worth $193K as of Q1 2026.
Avantis US Large Cap Value ETF was a new BOK Financial position in Q1 2026.
Avantis US Large Cap Value ETF made up ﹤0.01% of BOK Financial's portfolio in Q1 2026, its #680 holding.
483 funds tracked by Wall St. Rank held Avantis US Large Cap Value ETF as of Q1 2026.

Based on BOK Financial's 13F filing for Q1 2026, filed 8 May 2026.