JFS Wealth Advisors
BOKF icon

JFS Wealth Advisors’s BOK Financial BOKF Stock Holding History

JFS 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
Q3 		$9.1K Hold
72
– – ﹤0.01% 1015
2026
Q2 		$10K Buy
72
+5
+7% +$661 ﹤0.01% 1006
2026
Q1 		$8.58K Buy
67
+3
+5% +$385 ﹤0.01% 1007
2025
Q4 		$7.58K Buy
64
+23
+56% +$2.58K ﹤0.01% 1080
2025
Q3 		$4.57K Hold
41
– – ﹤0.01% 1150
2025
Q2 		$4K Sell
41
-16
-28% -$1.5K ﹤0.01% 1160
2025
Q1 		$5.94K Buy
57
+6
+12% +$645 ﹤0.01% 1052
2024
Q4 		$5.43K Buy
51
+4
+9% +$447 ﹤0.01% 1101
2024
Q3 		$4.92K Buy
47
+8
+21% +$805 ﹤0.01% 1127
2024
Q2 		$3.57K Hold
39
– – ﹤0.01% 1200
2024
Q1 		$3.59K Buy
39
+7
+22% +$593 ﹤0.01% 1229
2023
Q4 		$2.74K Sell
32
-9
-22% -$679 ﹤0.01% 1298
2023
Q3 		$3.28K Sell
41
-11
-21% -$931 ﹤0.01% 1177
2023
Q2 		$4.2K Sell
52
-10
-16% -$824 ﹤0.01% 1082
2023
Q1 		$5.23K Sell
62
-16
-21% -$1.56K ﹤0.01% 966
2022
Q4 		$8.1K Buy
78
+10
+15% +$1.01K ﹤0.01% 790
2022
Q3 		$6K Buy
68
+57
+518% +$4.93K ﹤0.01% 894
2022
Q2 		$1K Sell
11
-41
-79% -$3.46K ﹤0.01% 1474
2022
Q1 		$5K Buy
52
+27
+108% +$2.79K ﹤0.01% 1023
2021
Q4 		$3K Buy
+25
New +$2.57K ﹤0.01% 917

Other funds holding BOKF

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Mount Yale Investment Advisors
Mount Yale Investment Advisors Denver, Colorado $5.96B AUM 22.06% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.6B AUM 22.09% 1-Year Est. Return
Arbejdsmarkedets Tillaegspension
Arbejdsmarkedets Tillaegspension Hilleroed $3.93B AUM 7.98% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.4B AUM 32.2% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

JFS Wealth Advisors's BOKF Position: Q3 2026 in Review

JFS Wealth Advisors held its BOK Financial (BOKF) position steady in Q3 2026 at 72 shares worth $9.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1015.

JFS Wealth Advisors first reported a position in BOKF in Q4 2021 and has held it in 20 quarters since. The position peaked at $10K in Q2 2026. 158 funds tracked by Wall St. Rank hold BOKF as of Q3 2026.

  • JFS Wealth Advisors held 72 shares of BOK Financial worth $9.1K as of Q3 2026.
  • JFS Wealth Advisors left its BOK Financial share count unchanged in Q3 2026.
  • BOK Financial made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q3 2026, its #1015 holding.
  • JFS Wealth Advisors first reported a position in BOK Financial in Q4 2021 and has held it in 20 quarters since.
  • JFS Wealth Advisors's BOK Financial position peaked at $10K in Q2 2026.
  • 158 funds tracked by Wall St. Rank held BOK Financial as of Q3 2026.

Based on JFS Wealth Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.