CoreCap Advisors
BOKF icon

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
Q3 		$758 Hold
6
– – ﹤0.01% 2720
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

Isthmus Partners
Isthmus Partners Madison, Wisconsin $1.04B AUM 19.97% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Polaris Capital Management
Polaris Capital Management Boston, Massachusetts $953M AUM 27.74% 1-Year Est. Return
Galvin Gaustad & Stein
Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return
OTL
Oak Thistle LLC New York $1.09B AUM 11.78% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CX Institutional
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Anchyra Partners
Anchyra Partners Atlanta, Georgia $477M AUM 34.33% 1-Year Est. Return

CoreCap Advisors's BOKF Position: Q3 2026 in Review

CoreCap Advisors held its BOK Financial (BOKF) position steady in Q3 2026 at 6 shares worth $758. The position accounts for ﹤0.01% of the portfolio, ranked #2720.

CoreCap Advisors first reported a position in BOKF in Q3 2024 and has held it in 5 quarters since. The position peaked at $833 in Q2 2026. 36 funds tracked by Wall St. Rank hold BOKF as of Q3 2026.

  • CoreCap Advisors held 6 shares of BOK Financial worth $758 as of Q3 2026.
  • CoreCap Advisors left its BOK Financial share count unchanged in Q3 2026.
  • BOK Financial made up ﹤0.01% of CoreCap Advisors's portfolio in Q3 2026, its #2720 holding.
  • CoreCap Advisors first reported a position in BOK Financial in Q3 2024 and has held it in 5 quarters since.
  • CoreCap Advisors's BOK Financial position peaked at $833 in Q2 2026.
  • 36 funds tracked by Wall St. Rank held BOK Financial as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.