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LRI Investments’s BOK Financial BOKF Stock Holding History

LRI Investments’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 		$14K Buy
101
+7
+7% +$925 ﹤0.01% 866
2026
Q1 		$12K Hold
94
– – ﹤0.01% 832
2025
Q4 		$11.1K Hold
94
– – ﹤0.01% 842
2025
Q3 		$10.5K Hold
94
– – ﹤0.01% 867
2025
Q2 		$9.18K Hold
94
– – ﹤0.01% 864
2025
Q1 		$9.79K Hold
94
– – ﹤0.01% 800
2024
Q4 		$10K Hold
94
– – ﹤0.01% 789
2024
Q3 		$10.8K Hold
94
– – ﹤0.01% 770
2024
Q2 		$8.61K Hold
94
– – ﹤0.01% 783
2024
Q1 		$8.65K Buy
+94
New +$7.97K ﹤0.01% 536

Other funds holding BOKF

AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
RP
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
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
EA
Everpar Advisors Tulsa, Oklahoma $352M AUM 37.56% 1-Year Est. Return

LRI Investments's BOKF Position: Q2 2026 in Review

LRI Investments increased its BOK Financial (BOKF) stake by 7.4% in Q2 2026, buying an estimated $925 and bringing the position to 101 shares worth $14K. The position accounts for ﹤0.01% of the portfolio, ranked #866.

LRI Investments first reported a position in BOKF in Q1 2024 and has held it in 10 quarters since. 29 funds tracked by Wall St. Rank hold BOKF as of Q2 2026.

  • LRI Investments held 101 shares of BOK Financial worth $14K as of Q2 2026.
  • LRI Investments bought 7 BOK Financial shares in Q2 2026, an estimated $925.
  • BOK Financial made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #866 holding.
  • LRI Investments first reported a position in BOK Financial in Q1 2024 and has held it in 10 quarters since.
  • 29 funds tracked by Wall St. Rank held BOK Financial as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.