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Everpar Advisors’s BOK Financial BOKF Stock Holding History

Everpar Advisors’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 		$217K Buy
+1,560
New +$206K 0.06% 285
2025
Q4 		– Sell
-2,231
Closed -$249K – 274
2025
Q3 		$249K Hold
2,231
– – 0.1% 234
2025
Q2 		$218K Sell
2,231
-1
-0% -$94 0.1% 252
2025
Q1 		$232K Sell
2,232
-53
-2% -$5.69K 0.12% 229
2024
Q4 		$243K Buy
2,285
+54
+2% +$6.03K 0.12% 231
2024
Q3 		$233K Sell
2,231
-3
-0.1% -$302 0.12% 226
2024
Q2 		$205K Buy
2,234
+8
+0.4% +$723 0.1% 253
2024
Q1 		$205K Buy
+2,226
New +$189K 0.12% 227

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
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Everpar Advisors's BOKF Position: Q2 2026 in Review

Everpar Advisors opened a new position in BOK Financial (BOKF) in Q2 2026: 1,560 shares worth $217K. The stake represents 0.06% of the portfolio and ranks #285 among its holdings. This is a return to the name: Everpar Advisors previously reported a position in BOKF as recently as Q3 2025.

Everpar Advisors first reported a position in BOKF in Q1 2024 and has held it in 8 quarters since. The position peaked at $249K in Q3 2025. 39 funds tracked by Wall St. Rank hold BOKF as of Q2 2026.

  • Everpar Advisors held 1,560 shares of BOK Financial worth $217K as of Q2 2026.
  • BOK Financial was a new Everpar Advisors position in Q2 2026.
  • BOK Financial made up 0.06% of Everpar Advisors's portfolio in Q2 2026, its #285 holding.
  • Everpar Advisors first reported a position in BOK Financial in Q1 2024 and has held it in 8 quarters since.
  • Everpar Advisors's BOK Financial position peaked at $249K in Q3 2025.
  • 39 funds tracked by Wall St. Rank held BOK Financial as of Q2 2026.

Based on Everpar Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.