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Clearstead Advisors’s BOK Financial BOKF Stock Holding History

Clearstead Advisors’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 		$2.92K Buy
21
+18
+600% +$2.38K ﹤0.01% 2350
2026
Q1 		$385 Sell
3
-11
-79% -$1.41K ﹤0.01% 2132
2025
Q4 		$1.66K Buy
14
+3
+27% +$336 ﹤0.01% 2165
2025
Q3 		$1.23K Buy
+11
New +$1.18K ﹤0.01% 2579
2025
Q2 		– Sell
-52
Closed -$5.42K – 2751
2025
Q1 		$5.42K Sell
52
-39
-43% -$4.19K ﹤0.01% 1729
2024
Q4 		$9.69K Buy
+91
New +$10.2K ﹤0.01% 1573

Other funds holding BOKF

GKFF
George Kaiser Family Foundation Tulsa, Oklahoma $1.04B AUM 36.93% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
MYIA
Mount Yale Investment Advisors Denver, Colorado $5.4B AUM 28.46% 1-Year Est. Return
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $10.6B AUM 25.02% 1-Year Est. Return

Clearstead Advisors's BOKF Position: Q2 2026 in Review

Clearstead Advisors increased its BOK Financial (BOKF) stake by 600% in Q2 2026, buying an estimated $2.38K and bringing the position to 21 shares worth $2.92K. The position accounts for ﹤0.01% of the portfolio, ranked #2350.

Clearstead Advisors first reported a position in BOKF in Q4 2024 and has held it in 6 quarters since. The position peaked at $9.69K in Q4 2024. 306 funds tracked by Wall St. Rank hold BOKF as of Q2 2026.

  • Clearstead Advisors held 21 shares of BOK Financial worth $2.92K as of Q2 2026.
  • Clearstead Advisors bought 18 BOK Financial shares in Q2 2026, an estimated $2.38K.
  • BOK Financial made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #2350 holding.
  • Clearstead Advisors first reported a position in BOK Financial in Q4 2024 and has held it in 6 quarters since.
  • Clearstead Advisors's BOK Financial position peaked at $9.69K in Q4 2024.
  • 306 funds tracked by Wall St. Rank held BOK Financial as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.