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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
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% -$1.07K ﹤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

AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
EA
Everpar Advisors Tulsa, Oklahoma $352M AUM 37.56% 1-Year Est. Return

Capital Advisors Ltd's BOKF Position: Q2 2026 in Review

Capital Advisors Ltd held its BOK Financial (BOKF) position steady in Q2 2026 at 6 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1181.

Capital Advisors Ltd first reported a position in BOKF in Q3 2022 and has held it in 16 quarters since. The position peaked at $2K in Q4 2022. 29 funds tracked by Wall St. Rank hold BOKF as of Q2 2026.

  • Capital Advisors Ltd held 6 shares of BOK Financial worth $1K as of Q2 2026.
  • Capital Advisors Ltd left its BOK Financial share count unchanged in Q2 2026.
  • BOK Financial made up ﹤0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #1181 holding.
  • Capital Advisors Ltd first reported a position in BOK Financial in Q3 2022 and has held it in 16 quarters since.
  • Capital Advisors Ltd's BOK Financial position peaked at $2K in Q4 2022.
  • 29 funds tracked by Wall St. Rank held BOK Financial as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.