Capital Advisors Ltd’s BOK Financial BOKF Stock Holding History

Capital Advisors Ltd’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 Q3	$1K	Hold	6	–	–	﹤0.01%	1305
2026 Q2	$1K	Hold	6	–	–	﹤0.01%	1181
2026 Q1	$1K	Hold	6	–	–	﹤0.01%	1162
2025 Q4	$1K	Hold	6	–	–	﹤0.01%	1140
2025 Q3	$1K	Hold	6	–	–	﹤0.01%	1141
2025 Q2	$1K	Sell	6 -3	-33%	-$282	﹤0.01%	1139
2025 Q1	$1K	Hold	9	–	–	﹤0.01%	1125
2024 Q4	$1K	Hold	9	–	–	﹤0.01%	1148
2024 Q3	$1K	Hold	9	–	–	﹤0.01%	1149
2024 Q2	$1K	Hold	9	–	–	﹤0.01%	1132
2024 Q1	$1K	Buy	9 +3	+50%	+$254	﹤0.01%	1128
2023 Q4	$1K	Hold	6	–	–	﹤0.01%	1095
2023 Q3	$0	Hold	6	–	–	﹤0.01%	1295
2023 Q2	$0	Hold	6	–	–	﹤0.01%	1304
2023 Q1	$1K	Sell	6 -11	-65%	-$1.08K	﹤0.01%	992
2022 Q4	$2K	Sell	17 -1	-6%	-$101	﹤0.01%	828
2022 Q3	$2K	Buy	+18	New	+$1.56K	﹤0.01%	813

Other funds holding BOKF

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Mount Yale Investment Advisors Denver, Colorado $5.96B AUM 22.06% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Arbejdsmarkedets Tillaegspension Hilleroed $3.93B AUM 7.98% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

BOK Financial Tulsa, Oklahoma $6.69B AUM 26.84% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Carlson Capital Dallas, Texas $503M AUM 16.07% 1-Year Est. Return

Capital Advisors Ltd's BOKF Position: Q3 2026 in Review

Capital Advisors Ltd held its BOK Financial (BOKF) position steady in Q3 2026 at 6 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1305.

Capital Advisors Ltd first reported a position in BOKF in Q3 2022 and has held it in 17 quarters since. The position peaked at $2K in Q4 2022. 136 funds tracked by Wall St. Rank hold BOKF as of Q3 2026.

Capital Advisors Ltd held 6 shares of BOK Financial worth $1K as of Q3 2026.
Capital Advisors Ltd left its BOK Financial share count unchanged in Q3 2026.
BOK Financial made up ﹤0.01% of Capital Advisors Ltd's portfolio in Q3 2026, its #1305 holding.
Capital Advisors Ltd first reported a position in BOK Financial in Q3 2022 and has held it in 17 quarters since.
Capital Advisors Ltd's BOK Financial position peaked at $2K in Q4 2022.
136 funds tracked by Wall St. Rank held BOK Financial as of Q3 2026.

Based on Capital Advisors Ltd's 13F filing for Q3 2026, filed 27 Oct 2026.