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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
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

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

Legacy Wealth Asset Management's BOKF Position: Q2 2026 in Review

Legacy Wealth Asset Management reduced its BOK Financial (BOKF) stake by 1.9% in Q2 2026, selling an estimated $6.87K and leaving 2,661 shares worth $370K. The position accounts for 0.08% of the portfolio, ranked #296.

Legacy Wealth Asset Management first reported a position in BOKF in Q4 2020 and has held it in 23 quarters since. The position peaked at $646K in Q4 2021. 306 funds tracked by Wall St. Rank hold BOKF as of Q2 2026.

  • Legacy Wealth Asset Management held 2,661 shares of BOK Financial worth $370K as of Q2 2026.
  • Legacy Wealth Asset Management sold 52 BOK Financial shares in Q2 2026, an estimated $6.87K.
  • BOK Financial made up 0.08% of Legacy Wealth Asset Management's portfolio in Q2 2026, its #296 holding.
  • Legacy Wealth Asset Management first reported a position in BOK Financial in Q4 2020 and has held it in 23 quarters since.
  • Legacy Wealth Asset Management's BOK Financial position peaked at $646K in Q4 2021.
  • 306 funds tracked by Wall St. Rank held BOK Financial as of Q2 2026.

Based on Legacy Wealth Asset Management's 13F filing for Q2 2026, filed 9 Jul 2026.