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Capital Advisors Inc’s BOK Financial BOKF Stock Holding History

Capital Advisors Inc’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
Q1 		$315K Hold
2,458
– – 0.01% 291
2025
Q4 		$291K Hold
2,458
– – ﹤0.01% 267
2025
Q3 		$274K Hold
2,458
– – ﹤0.01% 271
2025
Q2 		$240K Sell
2,458
-167
-6% -$15.7K ﹤0.01% 289
2025
Q1 		$273K Hold
2,625
– – 0.01% 264
2024
Q4 		$279K Hold
2,625
– – 0.01% 259
2024
Q3 		$275K Sell
2,625
-290
-10% -$29.2K 0.01% 257
2024
Q2 		$267K Sell
2,915
-646
-18% -$58.4K 0.01% 264
2024
Q1 		$328K Hold
3,561
– – 0.01% 237
2023
Q4 		$305K Hold
3,561
– – 0.01% 245
2023
Q3 		$285K Hold
3,561
– – 0.01% 216
2023
Q2 		$288K Hold
3,561
– – 0.01% 227
2023
Q1 		$301K Hold
3,561
– – 0.01% 213
2022
Q4 		$370K Sell
3,561
-85
-2% -$8.62K 0.01% 192
2022
Q3 		$352K Hold
3,646
– – 0.01% 184
2022
Q2 		$276K Hold
3,646
– – 0.01% 207
2022
Q1 		$343K Hold
3,646
– – 0.01% 199
2021
Q4 		$385K Hold
3,646
– – 0.01% 191
2021
Q3 		$326K Hold
3,646
– – 0.01% 188
2021
Q2 		$316K Hold
3,646
– – 0.01% 194
2021
Q1 		$326K Hold
3,646
– – 0.01% 184
2020
Q4 		$250K Buy
+3,646
New +$235K 0.01% 182

Other funds holding BOKF

GKFF
George Kaiser Family Foundation Tulsa, Oklahoma $883M AUM 21.04% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
CBU
CIBC Bancorp USA Chicago, Illinois $74.4B AUM
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Capital Advisors Inc's BOKF Position: Q1 2026 in Review

Capital Advisors Inc held its BOK Financial (BOKF) position steady in Q1 2026 at 2,458 shares worth $315K. The position accounts for 0.01% of the portfolio, ranked #291.

Capital Advisors Inc first reported a position in BOKF in Q4 2020 and has held it in 22 quarters since. The position peaked at $385K in Q4 2021. 287 funds tracked by Wall St. Rank hold BOKF as of Q1 2026.

  • Capital Advisors Inc held 2,458 shares of BOK Financial worth $315K as of Q1 2026.
  • Capital Advisors Inc left its BOK Financial share count unchanged in Q1 2026.
  • BOK Financial made up 0.01% of Capital Advisors Inc's portfolio in Q1 2026, its #291 holding.
  • Capital Advisors Inc first reported a position in BOK Financial in Q4 2020 and has held it in 22 quarters since.
  • Capital Advisors Inc's BOK Financial position peaked at $385K in Q4 2021.
  • 287 funds tracked by Wall St. Rank held BOK Financial as of Q1 2026.

Based on Capital Advisors Inc's 13F filing for Q1 2026, filed 27 Apr 2026.