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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
Q2 		$4.03K Hold
29
– – ﹤0.01% 2345
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 $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

Pinnacle Wealth Planning Services's BOKF Position: Q2 2026 in Review

Pinnacle Wealth Planning Services held its BOK Financial (BOKF) position steady in Q2 2026 at 29 shares worth $4.03K. The position accounts for ﹤0.01% of the portfolio, ranked #2345.

Pinnacle Wealth Planning Services first reported a position in BOKF in Q4 2020 and has held it in 4 quarters since. 306 funds tracked by Wall St. Rank hold BOKF as of Q2 2026.

  • Pinnacle Wealth Planning Services held 29 shares of BOK Financial worth $4.03K as of Q2 2026.
  • Pinnacle Wealth Planning Services left its BOK Financial share count unchanged in Q2 2026.
  • BOK Financial made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #2345 holding.
  • Pinnacle Wealth Planning Services first reported a position in BOK Financial in Q4 2020 and has held it in 4 quarters since.
  • 306 funds tracked by Wall St. Rank held BOK Financial as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.