Curio Wealth’s BOK Financial BOKF Stock Holding History

Curio Wealth’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	–	Sell	-2	Closed	-$256	–	219
2026 Q1	$256	Buy	+2	New	+$257	﹤0.01%	685

Other funds holding BOKF

GKFF

George Kaiser Family Foundation Tulsa, Oklahoma $1.04B AUM 36.93% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Curio Wealth's BOKF Position: Q2 2026 in Review

Curio Wealth sold out of BOK Financial (BOKF) in Q2 2026, closing a stake of 2 shares — an estimated $256 sold.

Curio Wealth first reported a position in BOKF in Q1 2026 and held it in 1 quarter. The position peaked at $256 in Q1 2026. 306 funds tracked by Wall St. Rank hold BOKF as of Q2 2026.

Curio Wealth reported no remaining BOK Financial position as of Q2 2026 after selling out during the quarter.
Curio Wealth sold 2 BOK Financial shares in Q2 2026, an estimated $256.
Curio Wealth first reported a position in BOK Financial in Q1 2026 and held it in 1 quarter.
Curio Wealth's BOK Financial position peaked at $256 in Q1 2026.
306 funds tracked by Wall St. Rank held BOK Financial as of Q2 2026.

Based on Curio Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.