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BOK Financial’s VictoryShares US 500 Volatility Wtd ETF CFA Stock Holding History

BOK Financial’s Portfolio CFA Stock Details CFA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$39.5K Buy
+400
New +$38.3K ﹤0.01% 862
2023
Q1 		– Sell
-15,462
Closed -$1.05M – 1177
2022
Q4 		$1.05M Sell
15,462
-540
-3% -$36.2K 0.02% 497
2022
Q3 		$976K Sell
16,002
-35
-0.2% -$2.35K 0.02% 507
2022
Q2 		$1.03M Sell
16,037
-601
-4% -$41.5K 0.02% 513
2022
Q1 		$1.23M Sell
16,638
-90
-0.5% -$6.59K 0.02% 521
2021
Q4 		$1.3M Sell
16,728
-132
-0.8% -$9.91K 0.02% 510
2021
Q3 		$1.2M Buy
+16,860
New +$1.23M 0.02% 526
2021
Q1 		$1.16M Sell
17,246
-271
-2% -$17.5K 0.02% 509
2020
Q4 		$1.09M Sell
17,517
-425
-2% -$24.9K 0.02% 494
2020
Q3 		$973K Sell
17,942
-235
-1% -$12.6K 0.02% 467
2020
Q2 		$918K Hold
18,177
– – 0.02% 479
2020
Q1 		$771K Sell
18,177
-1,598
-8% -$83.6K 0.02% 469
2019
Q4 		$1.12M Sell
19,775
-291
-1% -$15.8K 0.03% 487
2019
Q3 		$1.06M Sell
20,066
-318
-2% -$16.7K 0.03% 481
2019
Q2 		$1.07M Buy
20,384
+11,166
+121% +$572K 0.03% 475
2019
Q1 		$463K Buy
+9,218
New +$446K 0.01% 692

Other funds holding CFA

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SOS
Silver Oak Securities Jackson, Tennessee $1.65B AUM 29.37% 1-Year Est. Return

BOK Financial's CFA Position: Q2 2026 in Review

BOK Financial opened a new position in VictoryShares US 500 Volatility Wtd ETF (CFA) in Q2 2026: 400 shares worth $39.5K. The stake represents ﹤0.01% of the portfolio and ranks #862 among its holdings. This is a return to the name: BOK Financial previously reported a position in CFA as recently as Q4 2022.

BOK Financial first reported a position in CFA in Q1 2019 and has held it in 16 quarters since. The position peaked at $1.3M in Q4 2021. 81 funds tracked by Wall St. Rank hold CFA as of Q2 2026.

  • BOK Financial held 400 shares of VictoryShares US 500 Volatility Wtd ETF worth $39.5K as of Q2 2026.
  • VictoryShares US 500 Volatility Wtd ETF was a new BOK Financial position in Q2 2026.
  • VictoryShares US 500 Volatility Wtd ETF made up ﹤0.01% of BOK Financial's portfolio in Q2 2026, its #862 holding.
  • BOK Financial first reported a position in VictoryShares US 500 Volatility Wtd ETF in Q1 2019 and has held it in 16 quarters since.
  • BOK Financial's VictoryShares US 500 Volatility Wtd ETF position peaked at $1.3M in Q4 2021.
  • 81 funds tracked by Wall St. Rank held VictoryShares US 500 Volatility Wtd ETF as of Q2 2026.

Based on BOK Financial's 13F filing for Q2 2026, filed 10 Aug 2026.