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Elevation Wealth Partners’s BOK Financial BOKF Stock Holding History

Elevation Wealth Partners’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 		$11.4K Hold
90
– – ﹤0.01% 849
2026
Q2 		$12.5K Hold
90
– – ﹤0.01% 739
2026
Q1 		$11.5K Buy
90
+57
+173% +$7.32K ﹤0.01% 485
2025
Q4 		$3.91K Buy
+33
New +$3.7K ﹤0.01% 679

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
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 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

Elevation Wealth Partners's BOKF Position: Q3 2026 in Review

Elevation Wealth Partners held its BOK Financial (BOKF) position steady in Q3 2026 at 90 shares worth $11.4K. The position accounts for ﹤0.01% of the portfolio, ranked #849.

Elevation Wealth Partners first reported a position in BOKF in Q4 2025 and has held it in 4 quarters since. The position peaked at $12.5K in Q2 2026. 17 funds tracked by Wall St. Rank hold BOKF as of Q3 2026.

  • Elevation Wealth Partners held 90 shares of BOK Financial worth $11.4K as of Q3 2026.
  • Elevation Wealth Partners left its BOK Financial share count unchanged in Q3 2026.
  • BOK Financial made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #849 holding.
  • Elevation Wealth Partners first reported a position in BOK Financial in Q4 2025 and has held it in 4 quarters since.
  • Elevation Wealth Partners's BOK Financial position peaked at $12.5K in Q2 2026.
  • 17 funds tracked by Wall St. Rank held BOK Financial as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.