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

Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Everpar Advisors Tulsa, Oklahoma $352M AUM 37.56% 1-Year Est. Return

Wealth Enhancement Trust Services Sioux Falls, South Dakota $792M AUM

Olistico Wealth Tulsa, Oklahoma $234M AUM 31.19% 1-Year Est. Return