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Physician Wealth Advisors’s BOK Financial BOKF Stock Holding History

Physician Wealth Advisors’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 		$695 Hold
5
– – ﹤0.01% 1964
2026
Q1 		$641 Hold
5
– – ﹤0.01% 1833
2025
Q4 		$593 Hold
5
– – ﹤0.01% 1790
2025
Q3 		$558 Buy
+5
New +$534 ﹤0.01% 1777

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

Physician Wealth Advisors's BOKF Position: Q2 2026 in Review

Physician Wealth Advisors held its BOK Financial (BOKF) position steady in Q2 2026 at 5 shares worth $695. The position accounts for ﹤0.01% of the portfolio, ranked #1964.

Physician Wealth Advisors first reported a position in BOKF in Q3 2025 and has held it in 4 quarters since. 306 funds tracked by Wall St. Rank hold BOKF as of Q2 2026.

  • Physician Wealth Advisors held 5 shares of BOK Financial worth $695 as of Q2 2026.
  • Physician Wealth Advisors left its BOK Financial share count unchanged in Q2 2026.
  • BOK Financial made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1964 holding.
  • Physician Wealth Advisors first reported a position in BOK Financial in Q3 2025 and has held it in 4 quarters since.
  • 306 funds tracked by Wall St. Rank held BOK Financial as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.