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HFM Investment Advisors’s BOK Financial BOKF Stock Holding History

HFM Investment 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 		$1.53K Buy
11
+6
+120% +$793 ﹤0.01% 571
2026
Q1 		$640 Hold
5
– – ﹤0.01% 572
2025
Q4 		$593 Hold
5
– – ﹤0.01% 654
2025
Q3 		$557 Hold
5
– – ﹤0.01% 611
2025
Q2 		$488 Buy
5
+2
+67% +$188 ﹤0.01% 658
2025
Q1 		$313 Buy
+3
New +$322 ﹤0.01% 452

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

HFM Investment Advisors's BOKF Position: Q2 2026 in Review

HFM Investment Advisors increased its BOK Financial (BOKF) stake by 120% in Q2 2026, buying an estimated $793 and bringing the position to 11 shares worth $1.53K. The position accounts for ﹤0.01% of the portfolio, ranked #571.

HFM Investment Advisors first reported a position in BOKF in Q1 2025 and has held it in 6 quarters since. 306 funds tracked by Wall St. Rank hold BOKF as of Q2 2026.

  • HFM Investment Advisors held 11 shares of BOK Financial worth $1.53K as of Q2 2026.
  • HFM Investment Advisors bought 6 BOK Financial shares in Q2 2026, an estimated $793.
  • BOK Financial made up ﹤0.01% of HFM Investment Advisors's portfolio in Q2 2026, its #571 holding.
  • HFM Investment Advisors first reported a position in BOK Financial in Q1 2025 and has held it in 6 quarters since.
  • 306 funds tracked by Wall St. Rank held BOK Financial as of Q2 2026.

Based on HFM Investment Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.