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Integrated Wealth Concepts’s BOK Financial BOKF Stock Holding History

Integrated Wealth Concepts’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 		$23.7K Buy
+171
New +$22.6K ﹤0.01% 3949

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

Integrated Wealth Concepts's BOKF Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in BOK Financial (BOKF) in Q2 2026: 171 shares worth $23.7K. The stake represents ﹤0.01% of the portfolio and ranks #3949 among its holdings.

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

  • Integrated Wealth Concepts held 171 shares of BOK Financial worth $23.7K as of Q2 2026.
  • BOK Financial was a new Integrated Wealth Concepts position in Q2 2026.
  • BOK Financial made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #3949 holding.
  • 306 funds tracked by Wall St. Rank held BOK Financial as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.