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Legacy Wealth Asset Management’s BOK Financial BOKF Stock Holding History

Legacy Wealth Asset Management’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 		– Sell
-2,661
Closed -$370K – 364
2026
Q2 		$370K Sell
2,661
-52
-2% -$6.87K 0.08% 296
2026
Q1 		$347K Sell
2,713
-12
-0.4% -$1.54K 0.08% 303
2025
Q4 		$323K Sell
2,725
-1,253
-31% -$140K 0.08% 311
2025
Q3 		$443K Buy
3,978
+42
+1% +$4.49K 0.11% 274
2025
Q2 		$384K Sell
3,936
-20
-0.5% -$1.88K 0.1% 286
2025
Q1 		$412K Sell
3,956
-17
-0.4% -$1.83K 0.11% 260
2024
Q4 		$423K Sell
3,973
-1,148
-22% -$128K 0.12% 264
2024
Q3 		$536K Sell
5,121
-33
-0.6% -$3.32K 0.14% 232
2024
Q2 		$472K Buy
5,154
+215
+4% +$19.4K 0.13% 240
2024
Q1 		$454K Buy
4,939
+26
+0.5% +$2.2K 0.13% 248
2023
Q4 		$421K Buy
4,913
+51
+1% +$3.85K 0.14% 252
2023
Q3 		$389K Sell
4,862
-16
-0.3% -$1.35K 0.14% 247
2023
Q2 		$394K Buy
4,878
+109
+2% +$8.98K 0.14% 257
2023
Q1 		$403K Buy
4,769
+756
+19% +$73.9K 0.15% 253
2022
Q4 		$417K Sell
4,013
-1,546
-28% -$157K 0.16% 235
2022
Q3 		$494K Sell
5,559
-447
-7% -$38.7K 0.22% 163
2022
Q2 		$454K Sell
6,006
-218
-4% -$18.4K 0.18% 183
2022
Q1 		$585K Buy
6,224
+96
+2% +$9.91K 0.21% 172
2021
Q4 		$646K Buy
6,128
+182
+3% +$18.7K 0.22% 166
2021
Q3 		$532K Sell
5,946
-34
-0.6% -$2.91K 0.24% 161
2021
Q2 		$518K Sell
5,980
-486
-8% -$43.4K 0.23% 168
2021
Q1 		$578K Buy
6,466
+5
+0.1% +$424 0.27% 149
2020
Q4 		$442K Buy
+6,461
New +$416K 0.22% 172

Other funds holding BOKF

GGS
Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CX Institutional
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
AP
Anchyra Partners Atlanta, Georgia $477M AUM 34.33% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
WETS
Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
OW
Olistico Wealth Tulsa, Oklahoma $239M AUM 22.54% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

Legacy Wealth Asset Management's BOKF Position: Q3 2026 in Review

Legacy Wealth Asset Management sold out of BOK Financial (BOKF) in Q3 2026, closing a stake of 2,661 shares — an estimated $370K sold.

Legacy Wealth Asset Management first reported a position in BOKF in Q4 2020 and held it in 23 quarters. The position peaked at $646K in Q4 2021. 17 funds tracked by Wall St. Rank hold BOKF as of Q3 2026.

  • Legacy Wealth Asset Management reported no remaining BOK Financial position as of Q3 2026 after selling out during the quarter.
  • Legacy Wealth Asset Management sold 2,661 BOK Financial shares in Q3 2026, an estimated $370K.
  • Legacy Wealth Asset Management first reported a position in BOK Financial in Q4 2020 and held it in 23 quarters.
  • Legacy Wealth Asset Management's BOK Financial position peaked at $646K in Q4 2021.
  • 17 funds tracked by Wall St. Rank held BOK Financial as of Q3 2026.

Based on Legacy Wealth Asset Management's 13F filing for Q3 2026, filed 9 Oct 2026.