DecisionPoint Financial
BOKF icon

DecisionPoint Financial’s BOK Financial BOKF Stock Holding History

DecisionPoint Financial’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 		$759 Buy
6
+2
+50% +$277 ﹤0.01% 617
2026
Q2 		$565 Buy
4
+2
+100% +$264 ﹤0.01% 593
2026
Q1 		$257 Hold
2
– – ﹤0.01% 588
2025
Q4 		$237 Hold
2
– – ﹤0.01% 663
2025
Q3 		$223 Hold
2
– – ﹤0.01% 609
2025
Q2 		$203 Buy
+2
New +$188 ﹤0.01% 601

Other funds holding BOKF

BOK Financial
BOK Financial Tulsa, Oklahoma $6.69B AUM 26.84% 1-Year Est. Return
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
Probity Advisors
Probity Advisors Dallas, Texas $700M AUM 17.51% 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
Greenleaf Trust
Greenleaf Trust Kalamazoo, Michigan $9.8B AUM 2.94% 1-Year Est. Return

DecisionPoint Financial's BOKF Position: Q3 2026 in Review

DecisionPoint Financial increased its BOK Financial (BOKF) stake by 50% in Q3 2026, buying an estimated $277 and bringing the position to 6 shares worth $759. The position accounts for ﹤0.01% of the portfolio, ranked #617.

DecisionPoint Financial first reported a position in BOKF in Q2 2025 and has held it in 6 quarters since. 64 funds tracked by Wall St. Rank hold BOKF as of Q3 2026.

  • DecisionPoint Financial held 6 shares of BOK Financial worth $759 as of Q3 2026.
  • DecisionPoint Financial bought 2 BOK Financial shares in Q3 2026, an estimated $277.
  • BOK Financial made up ﹤0.01% of DecisionPoint Financial's portfolio in Q3 2026, its #617 holding.
  • DecisionPoint Financial first reported a position in BOK Financial in Q2 2025 and has held it in 6 quarters since.
  • 64 funds tracked by Wall St. Rank held BOK Financial as of Q3 2026.

Based on DecisionPoint Financial's 13F filing for Q3 2026, filed 27 Oct 2026.