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Private Wealth Management Group’s BOK Financial BOKF Stock Holding History

Private Wealth Management Group’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 		$2.78K Hold
20
– – ﹤0.01% 1051
2026
Q1 		$2.56K Hold
20
– – ﹤0.01% 1002
2025
Q4 		$2.37K Hold
20
– – ﹤0.01% 1027
2025
Q3 		$2.23K Hold
20
– – ﹤0.01% 1083
2025
Q2 		$1.95K Hold
20
– – ﹤0.01% 1088
2025
Q1 		$2.08K Hold
20
– – ﹤0.01% 1039
2024
Q4 		$2.13K Hold
20
– – ﹤0.01% 1055
2024
Q3 		$2.09K Hold
20
– – ﹤0.01% 1046
2024
Q2 		$1.83K Buy
20
+14
+233% +$1.26K ﹤0.01% 1083
2024
Q1 		$552 Hold
6
– – ﹤0.01% 1426
2023
Q4 		$514 Buy
+6
New +$453 ﹤0.01% 1455

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

Private Wealth Management Group's BOKF Position: Q2 2026 in Review

Private Wealth Management Group held its BOK Financial (BOKF) position steady in Q2 2026 at 20 shares worth $2.78K. The position accounts for ﹤0.01% of the portfolio, ranked #1051.

Private Wealth Management Group first reported a position in BOKF in Q4 2023 and has held it in 11 quarters since. 306 funds tracked by Wall St. Rank hold BOKF as of Q2 2026.

  • Private Wealth Management Group held 20 shares of BOK Financial worth $2.78K as of Q2 2026.
  • Private Wealth Management Group left its BOK Financial share count unchanged in Q2 2026.
  • BOK Financial made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #1051 holding.
  • Private Wealth Management Group first reported a position in BOK Financial in Q4 2023 and has held it in 11 quarters since.
  • 306 funds tracked by Wall St. Rank held BOK Financial as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.