BOK Financial
AVLV icon

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
Q3 		$1.91M Buy
21,132
+15,439
+271% +$1.43M 0.03% 345
2026
Q2 		$519K Buy
5,693
+3,300
+138% +$290K 0.01% 548
2026
Q1 		$193K Buy
+2,393
New +$194K ﹤0.01% 680

Other funds holding AVLV

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return
Wilshire Advisors
Wilshire Advisors Santa Monica, California $44.5B AUM 9.21% 1-Year Est. Return
Falcon Wealth Planning
Falcon Wealth Planning Ontario, California $1.62B AUM 11.24% 1-Year Est. Return
Petersen Hastings Wealth Advisors
Petersen Hastings Wealth Advisors Kennewick, Washington $1.21B AUM 9.84% 1-Year Est. Return
Apollon Wealth Management
Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Moisand Fitzgerald Tamayo
Moisand Fitzgerald Tamayo Orlando, Florida $995M AUM 13.19% 1-Year Est. Return

BOK Financial's AVLV Position: Q3 2026 in Review

BOK Financial increased its Avantis US Large Cap Value ETF (AVLV) stake by 271% in Q3 2026, buying an estimated $1.43M and bringing the position to 21,132 shares worth $1.91M. The position accounts for 0.03% of the portfolio, ranked #345.

BOK Financial first reported a position in AVLV in Q1 2026 and has held it in 3 quarters since. 494 funds tracked by Wall St. Rank hold AVLV as of Q3 2026.

  • BOK Financial held 21,132 shares of Avantis US Large Cap Value ETF worth $1.91M as of Q3 2026.
  • BOK Financial bought 15,439 Avantis US Large Cap Value ETF shares in Q3 2026, an estimated $1.43M.
  • Avantis US Large Cap Value ETF made up 0.03% of BOK Financial's portfolio in Q3 2026, its #345 holding.
  • BOK Financial first reported a position in Avantis US Large Cap Value ETF in Q1 2026 and has held it in 3 quarters since.
  • 494 funds tracked by Wall St. Rank held Avantis US Large Cap Value ETF as of Q3 2026.

Based on BOK Financial's 13F filing for Q3 2026, filed 27 Oct 2026.