Larson Financial Group
BOKF icon

Larson Financial Group’s BOK Financial BOKF Stock Holding History

Larson Financial Group’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 		$37.3K Buy
295
+111
+60% +$15.4K ﹤0.01% 1756
2026
Q2 		$25.6K Buy
184
+171
+1,315% +$22.6K ﹤0.01% 1864
2026
Q1 		$1.66K Hold
13
– – ﹤0.01% 3013
2025
Q4 		$1.54K Buy
13
+3
+30% +$336 ﹤0.01% 2834
2025
Q3 		$1.11K Buy
10
+3
+43% +$321 ﹤0.01% 2890
2025
Q2 		$683 Buy
7
+3
+75% +$282 ﹤0.01% 2768
2025
Q1 		$417 Hold
4
– – ﹤0.01% 2623
2024
Q4 		$426 Hold
4
– – ﹤0.01% 2243
2024
Q3 		$418 Buy
4
+3
+300% +$302 ﹤0.01% 2171
2024
Q2 		$92 Buy
+1
New +$90 ﹤0.01% 2264

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
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
Arbejdsmarkedets Tillaegspension
Arbejdsmarkedets Tillaegspension Hilleroed $3.93B AUM 7.98% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
BOK Financial
BOK Financial Tulsa, Oklahoma $6.69B AUM 26.84% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Carlson Capital
Carlson Capital Dallas, Texas $503M AUM 16.07% 1-Year Est. Return

Larson Financial Group's BOKF Position: Q3 2026 in Review

Larson Financial Group increased its BOK Financial (BOKF) stake by 60% in Q3 2026, buying an estimated $15.4K and bringing the position to 295 shares worth $37.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1756.

Larson Financial Group first reported a position in BOKF in Q2 2024 and has held it in 10 quarters since. 139 funds tracked by Wall St. Rank hold BOKF as of Q3 2026.

  • Larson Financial Group held 295 shares of BOK Financial worth $37.3K as of Q3 2026.
  • Larson Financial Group bought 111 BOK Financial shares in Q3 2026, an estimated $15.4K.
  • BOK Financial made up ﹤0.01% of Larson Financial Group's portfolio in Q3 2026, its #1756 holding.
  • Larson Financial Group first reported a position in BOK Financial in Q2 2024 and has held it in 10 quarters since.
  • 139 funds tracked by Wall St. Rank held BOK Financial as of Q3 2026.

Based on Larson Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.