CI
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CX Institutional’s BOK Financial BOKF Stock Holding History

CX Institutional’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 		$607K Sell
4,800
-200
-4% -$27.7K 0.02% 430
2026
Q2 		$694K Hold
5,000
– – 0.02% 389
2026
Q1 		$640K Buy
+5,000
New +$642K 0.02% 410

Other funds holding BOKF

GGS
Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AP
Anchyra Partners Atlanta, Georgia $477M AUM 34.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
WETS
Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
OW
Olistico Wealth Tulsa, Oklahoma $239M AUM 22.54% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return

CX Institutional's BOKF Position: Q3 2026 in Review

CX Institutional reduced its BOK Financial (BOKF) stake by 4% in Q3 2026, selling an estimated $27.7K and leaving 4,800 shares worth $607K. The position accounts for 0.02% of the portfolio, ranked #430.

CX Institutional first reported a position in BOKF in Q1 2026 and has held it in 3 quarters since. The position peaked at $694K in Q2 2026. 17 funds tracked by Wall St. Rank hold BOKF as of Q3 2026.

  • CX Institutional held 4,800 shares of BOK Financial worth $607K as of Q3 2026.
  • CX Institutional sold 200 BOK Financial shares in Q3 2026, an estimated $27.7K.
  • BOK Financial made up 0.02% of CX Institutional's portfolio in Q3 2026, its #430 holding.
  • CX Institutional first reported a position in BOK Financial in Q1 2026 and has held it in 3 quarters since.
  • CX Institutional's BOK Financial position peaked at $694K in Q2 2026.
  • 17 funds tracked by Wall St. Rank held BOK Financial as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.