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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
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

AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
IP
Isthmus Partners Madison, Wisconsin $1.03B AUM 22.86% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
PCM
Polaris Capital Management Boston, Massachusetts $1.06B AUM 40.82% 1-Year Est. Return
GGS
Galvin Gaustad & Stein Scottsdale, Arizona $1.36B AUM 18.83% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
OTL
Oak Thistle LLC New York $1.03B AUM 26.06% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Elevation Wealth Partners's BOKF Position: Q2 2026 in Review

Elevation Wealth Partners held its BOK Financial (BOKF) position steady in Q2 2026 at 90 shares worth $12.5K. The position accounts for ﹤0.01% of the portfolio, ranked #739.

Elevation Wealth Partners first reported a position in BOKF in Q4 2025 and has held it in 3 quarters since. 66 funds tracked by Wall St. Rank hold BOKF as of Q2 2026.

  • Elevation Wealth Partners held 90 shares of BOK Financial worth $12.5K as of Q2 2026.
  • Elevation Wealth Partners left its BOK Financial share count unchanged in Q2 2026.
  • BOK Financial made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #739 holding.
  • Elevation Wealth Partners first reported a position in BOK Financial in Q4 2025 and has held it in 3 quarters since.
  • 66 funds tracked by Wall St. Rank held BOK Financial as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.