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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
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 $883M AUM 21.04% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
CBU
CIBC Bancorp USA Chicago, Illinois $74.4B AUM
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Physician Wealth Advisors's BOKF Position: Q1 2026 in Review

Physician Wealth Advisors held its BOK Financial (BOKF) position steady in Q1 2026 at 5 shares worth $641. The position accounts for ﹤0.01% of the portfolio, ranked #1833.

Physician Wealth Advisors first reported a position in BOKF in Q3 2025 and has held it in 3 quarters since. 287 funds tracked by Wall St. Rank hold BOKF as of Q1 2026.

  • Physician Wealth Advisors held 5 shares of BOK Financial worth $641 as of Q1 2026.
  • Physician Wealth Advisors left its BOK Financial share count unchanged in Q1 2026.
  • BOK Financial made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q1 2026, its #1833 holding.
  • Physician Wealth Advisors first reported a position in BOK Financial in Q3 2025 and has held it in 3 quarters since.
  • 287 funds tracked by Wall St. Rank held BOK Financial as of Q1 2026.

Based on Physician Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.