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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
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

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

JFS Wealth Advisors's BOKF Position: Q2 2026 in Review

JFS Wealth Advisors increased its BOK Financial (BOKF) stake by 7.5% in Q2 2026, buying an estimated $661 and bringing the position to 72 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #1006.

JFS Wealth Advisors first reported a position in BOKF in Q4 2021 and has held it in 19 quarters since. 305 funds tracked by Wall St. Rank hold BOKF as of Q2 2026.

  • JFS Wealth Advisors held 72 shares of BOK Financial worth $10K as of Q2 2026.
  • JFS Wealth Advisors bought 5 BOK Financial shares in Q2 2026, an estimated $661.
  • BOK Financial made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1006 holding.
  • JFS Wealth Advisors first reported a position in BOK Financial in Q4 2021 and has held it in 19 quarters since.
  • 305 funds tracked by Wall St. Rank held BOK Financial as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.