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EverSource Wealth Advisors’s BOK Financial BOKF Stock Holding History

EverSource Wealth 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 		$35.6K Sell
256
-71
-22% -$9.38K ﹤0.01% 2010
2026
Q1 		$41.9K Buy
327
+52
+19% +$6.68K ﹤0.01% 2029
2025
Q4 		$32.6K Sell
275
-161
-37% -$18.1K ﹤0.01% 2045
2025
Q3 		$48.6K Sell
436
-64
-13% -$6.84K ﹤0.01% 1734
2025
Q2 		$48.8K Buy
500
+261
+109% +$24.6K ﹤0.01% 1633
2025
Q1 		$24.9K Buy
239
+22
+10% +$2.36K ﹤0.01% 1574
2024
Q4 		$23.1K Buy
217
+150
+224% +$16.7K ﹤0.01% 1543
2024
Q3 		$7.01K Buy
67
+32
+91% +$3.22K ﹤0.01% 2065
2024
Q2 		$3.6K Buy
+35
New +$3.16K ﹤0.01% 2334

Other funds holding BOKF

GKFF
George Kaiser Family Foundation Tulsa, Oklahoma $1.04B AUM 36.93% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
MYIA
Mount Yale Investment Advisors Denver, Colorado $5.4B AUM 28.46% 1-Year Est. Return
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $10.6B AUM 25.02% 1-Year Est. Return

EverSource Wealth Advisors's BOKF Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its BOK Financial (BOKF) stake by 22% in Q2 2026, selling an estimated $9.38K and leaving 256 shares worth $35.6K. The position accounts for ﹤0.01% of the portfolio, ranked #2010.

EverSource Wealth Advisors first reported a position in BOKF in Q2 2024 and has held it in 9 quarters since. The position peaked at $48.8K in Q2 2025. 306 funds tracked by Wall St. Rank hold BOKF as of Q2 2026.

  • EverSource Wealth Advisors held 256 shares of BOK Financial worth $35.6K as of Q2 2026.
  • EverSource Wealth Advisors sold 71 BOK Financial shares in Q2 2026, an estimated $9.38K.
  • BOK Financial made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2010 holding.
  • EverSource Wealth Advisors first reported a position in BOK Financial in Q2 2024 and has held it in 9 quarters since.
  • EverSource Wealth Advisors's BOK Financial position peaked at $48.8K in Q2 2025.
  • 306 funds tracked by Wall St. Rank held BOK Financial as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.