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Innovative Asset Advisors Group’s BOK Financial BOKF Stock Holding History

Innovative Asset Advisors Group’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 		– Sell
-2
Closed -$256 – 371
2026
Q1 		$256 Buy
+2
New +$257 ﹤0.01% 1009

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
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
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Innovative Asset Advisors Group's BOKF Position: Q2 2026 in Review

Innovative Asset Advisors Group sold out of BOK Financial (BOKF) in Q2 2026, closing a stake of 2 shares — an estimated $256 sold.

Innovative Asset Advisors Group first reported a position in BOKF in Q1 2026 and held it in 1 quarter. The position peaked at $256 in Q1 2026. 286 funds tracked by Wall St. Rank hold BOKF as of Q2 2026.

  • Innovative Asset Advisors Group reported no remaining BOK Financial position as of Q2 2026 after selling out during the quarter.
  • Innovative Asset Advisors Group sold 2 BOK Financial shares in Q2 2026, an estimated $256.
  • Innovative Asset Advisors Group first reported a position in BOK Financial in Q1 2026 and held it in 1 quarter.
  • Innovative Asset Advisors Group's BOK Financial position peaked at $256 in Q1 2026.
  • 286 funds tracked by Wall St. Rank held BOK Financial as of Q2 2026.

Based on Innovative Asset Advisors Group's 13F filing for Q2 2026, filed 5 Aug 2026.