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Essential Partners’s BOK Financial BOKF Stock Holding History

Essential 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 		$21.9K Hold
173
– – 0.01% 881
2026
Q2 		$24K Buy
+173
New +$22.9K 0.01% 842

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
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return

Essential Partners's BOKF Position: Q3 2026 in Review

Essential Partners held its BOK Financial (BOKF) position steady in Q3 2026 at 173 shares worth $21.9K. The position accounts for 0.01% of the portfolio, ranked #881.

Essential Partners first reported a position in BOKF in Q2 2026 and has held it in 2 quarters since. The position peaked at $24K in Q2 2026. 17 funds tracked by Wall St. Rank hold BOKF as of Q3 2026.

  • Essential Partners held 173 shares of BOK Financial worth $21.9K as of Q3 2026.
  • Essential Partners left its BOK Financial share count unchanged in Q3 2026.
  • BOK Financial made up 0.01% of Essential Partners's portfolio in Q3 2026, its #881 holding.
  • Essential Partners first reported a position in BOK Financial in Q2 2026 and has held it in 2 quarters since.
  • Essential Partners's BOK Financial position peaked at $24K in Q2 2026.
  • 17 funds tracked by Wall St. Rank held BOK Financial as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.