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Pinnacle Wealth Planning Services’s BOK Financial BOKF Stock Holding History

Pinnacle Wealth Planning Services’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 		$3.71K Hold
29
– – ﹤0.01% 2320
2025
Q4 		$3.44K Buy
+29
New +$3.25K ﹤0.01% 2363
2021
Q1 		– Sell
-11
Closed -$1K – 562
2020
Q4 		$1K Buy
+11
New +$709 ﹤0.01% 2069

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

Pinnacle Wealth Planning Services's BOKF Position: Q1 2026 in Review

Pinnacle Wealth Planning Services held its BOK Financial (BOKF) position steady in Q1 2026 at 29 shares worth $3.71K. The position accounts for ﹤0.01% of the portfolio, ranked #2320.

Pinnacle Wealth Planning Services first reported a position in BOKF in Q4 2020 and has held it in 3 quarters since. 287 funds tracked by Wall St. Rank hold BOKF as of Q1 2026.

  • Pinnacle Wealth Planning Services held 29 shares of BOK Financial worth $3.71K as of Q1 2026.
  • Pinnacle Wealth Planning Services left its BOK Financial share count unchanged in Q1 2026.
  • BOK Financial made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #2320 holding.
  • Pinnacle Wealth Planning Services first reported a position in BOK Financial in Q4 2020 and has held it in 3 quarters since.
  • 287 funds tracked by Wall St. Rank held BOK Financial as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.