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Principia Wealth Advisory’s BOK Financial BOKF Stock Holding History

Principia Wealth Advisory’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 		$1.53K Hold
11
– – ﹤0.01% 663
2026
Q1 		$1.41K Hold
11
– – ﹤0.01% 614
2025
Q4 		$1.3K Hold
11
– – ﹤0.01% 591
2025
Q3 		$1.23K Hold
11
– – ﹤0.01% 577
2025
Q2 		$1.07K Buy
+11
New +$1.03K ﹤0.01% 545

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

Principia Wealth Advisory's BOKF Position: Q2 2026 in Review

Principia Wealth Advisory held its BOK Financial (BOKF) position steady in Q2 2026 at 11 shares worth $1.53K. The position accounts for ﹤0.01% of the portfolio, ranked #663.

Principia Wealth Advisory first reported a position in BOKF in Q2 2025 and has held it in 5 quarters since. 306 funds tracked by Wall St. Rank hold BOKF as of Q2 2026.

  • Principia Wealth Advisory held 11 shares of BOK Financial worth $1.53K as of Q2 2026.
  • Principia Wealth Advisory left its BOK Financial share count unchanged in Q2 2026.
  • BOK Financial made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #663 holding.
  • Principia Wealth Advisory first reported a position in BOK Financial in Q2 2025 and has held it in 5 quarters since.
  • 306 funds tracked by Wall St. Rank held BOK Financial as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.