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CoreCap Advisors’s BOK Financial BOKF Stock Holding History

CoreCap 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 		$833 Buy
+6
New +$793 ﹤0.01% 2740
2025
Q2 		– Sell
-3
Closed -$312 – 2829
2025
Q1 		$312 Hold
3
– – ﹤0.01% 2801
2024
Q4 		$319 Hold
3
– – ﹤0.01% 2616
2024
Q3 		$314 Buy
+3
New +$302 ﹤0.01% 2421

Other funds holding BOKF

AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
IP
Isthmus Partners Madison, Wisconsin $1.03B AUM 22.86% 1-Year Est. Return
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
OTL
Oak Thistle LLC New York $1.03B AUM 26.06% 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
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 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

CoreCap Advisors's BOKF Position: Q2 2026 in Review

CoreCap Advisors opened a new position in BOK Financial (BOKF) in Q2 2026: 6 shares worth $833. The stake represents ﹤0.01% of the portfolio and ranks #2740 among its holdings. This is a return to the name: CoreCap Advisors previously reported a position in BOKF as recently as Q1 2025.

CoreCap Advisors first reported a position in BOKF in Q3 2024 and has held it in 4 quarters since. 39 funds tracked by Wall St. Rank hold BOKF as of Q2 2026.

  • CoreCap Advisors held 6 shares of BOK Financial worth $833 as of Q2 2026.
  • BOK Financial was a new CoreCap Advisors position in Q2 2026.
  • BOK Financial made up ﹤0.01% of CoreCap Advisors's portfolio in Q2 2026, its #2740 holding.
  • CoreCap Advisors first reported a position in BOK Financial in Q3 2024 and has held it in 4 quarters since.
  • 39 funds tracked by Wall St. Rank held BOK Financial as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.