LPL Financial
BOKF icon

LPL Financial’s BOK Financial BOKF Stock Holding History

LPL Financial’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 		$1.39M Buy
10,042
+6,725
+203% +$889K ﹤0.01% 4120
2026
Q1 		$425K Buy
3,317
+435
+15% +$55.9K ﹤0.01% 4910
2025
Q4 		$341K Sell
2,882
-810
-22% -$90.8K ﹤0.01% 5047
2025
Q3 		$411K Sell
3,692
-908
-20% -$97K ﹤0.01% 4791
2025
Q2 		$449K Buy
4,600
+531
+13% +$50K ﹤0.01% 4462
2025
Q1 		$424K Sell
4,069
-1,477
-27% -$159K ﹤0.01% 4316
2024
Q4 		$590K Buy
5,546
+2,412
+77% +$269K ﹤0.01% 3945
2024
Q3 		$328K Sell
3,134
-486
-13% -$48.9K ﹤0.01% 4357
2024
Q2 		$332K Sell
3,620
-245
-6% -$22.1K ﹤0.01% 4193
2024
Q1 		$356K Sell
3,865
-298
-7% -$25.3K ﹤0.01% 4066
2023
Q4 		$357K Buy
4,163
+107
+3% +$8.07K ﹤0.01% 3951
2023
Q3 		$324K Sell
4,056
-745
-16% -$63K ﹤0.01% 3847
2023
Q2 		$388K Sell
4,801
-1,125
-19% -$92.7K ﹤0.01% 3657
2023
Q1 		$500K Buy
5,926
+617
+12% +$60.3K ﹤0.01% 3332
2022
Q4 		$551K Sell
5,309
-1,009
-16% -$102K ﹤0.01% 3165
2022
Q3 		$561K Buy
6,318
+355
+6% +$30.7K ﹤0.01% 3047
2022
Q2 		$451K Buy
5,963
+429
+8% +$36.2K ﹤0.01% 3296
2022
Q1 		$520K Buy
5,534
+442
+9% +$45.6K ﹤0.01% 3168
2021
Q4 		$537K Buy
5,092
+516
+11% +$53K ﹤0.01% 3214
2021
Q3 		$410K Buy
+4,576
New +$392K ﹤0.01% 3399

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

LPL Financial's BOKF Position: Q2 2026 in Review

LPL Financial increased its BOK Financial (BOKF) stake by 203% in Q2 2026, buying an estimated $889K and bringing the position to 10,042 shares worth $1.39M. The position accounts for ﹤0.01% of the portfolio, ranked #4120.

LPL Financial first reported a position in BOKF in Q3 2021 and has held it in 20 quarters since. 305 funds tracked by Wall St. Rank hold BOKF as of Q2 2026.

  • LPL Financial held 10,042 shares of BOK Financial worth $1.39M as of Q2 2026.
  • LPL Financial bought 6,725 BOK Financial shares in Q2 2026, an estimated $889K.
  • BOK Financial made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #4120 holding.
  • LPL Financial first reported a position in BOK Financial in Q3 2021 and has held it in 20 quarters since.
  • 305 funds tracked by Wall St. Rank held BOK Financial as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.