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Institute for Wealth Management’s BOK Financial BOKF Stock Holding History

Institute for Wealth Management’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 		$28.5K Buy
+205
New +$27.1K ﹤0.01% 1026

Other funds holding BOKF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
BF
BOK Financial Tulsa, Oklahoma $7.25B AUM 33.76% 1-Year Est. Return
PAM
Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return
PGCM
Prescott Group Capital Management Tulsa, Oklahoma $1.16B AUM 53.61% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
CI
Cambiar Investors Denver, Colorado $2.3B AUM 24.77% 1-Year Est. Return

Institute for Wealth Management's BOKF Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in BOK Financial (BOKF) in Q2 2026: 205 shares worth $28.5K. The stake represents ﹤0.01% of the portfolio and ranks #1026 among its holdings.

136 funds tracked by Wall St. Rank hold BOKF as of Q2 2026.

  • Institute for Wealth Management held 205 shares of BOK Financial worth $28.5K as of Q2 2026.
  • BOK Financial was a new Institute for Wealth Management position in Q2 2026.
  • BOK Financial made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1026 holding.
  • 136 funds tracked by Wall St. Rank held BOK Financial as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.