PFA
BOKF icon

Professional Financial Advisors’s BOK Financial BOKF Stock Holding History

Professional Financial 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
Q2 		– Sell
-9,448
Closed -$1.21M – 148
2026
Q1 		$1.21M Buy
+9,448
New +$1.21M 0.25% 69

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
Ariel Investments
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 $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Mount Yale Investment Advisors
Mount Yale Investment Advisors Denver, Colorado $5.4B AUM 28.46% 1-Year Est. Return
Vestmark Advisory Solutions
Vestmark Advisory Solutions Wakefield, Massachusetts $10.6B AUM 25.02% 1-Year Est. Return

Professional Financial Advisors's BOKF Position: Q2 2026 in Review

Professional Financial Advisors sold out of BOK Financial (BOKF) in Q2 2026, closing a stake of 9,448 shares — an estimated $1.21M sold.

Professional Financial Advisors first reported a position in BOKF in Q1 2026 and held it in 1 quarter. The position peaked at $1.21M in Q1 2026. 305 funds tracked by Wall St. Rank hold BOKF as of Q2 2026.

  • Professional Financial Advisors reported no remaining BOK Financial position as of Q2 2026 after selling out during the quarter.
  • Professional Financial Advisors sold 9,448 BOK Financial shares in Q2 2026, an estimated $1.21M.
  • Professional Financial Advisors first reported a position in BOK Financial in Q1 2026 and held it in 1 quarter.
  • Professional Financial Advisors's BOK Financial position peaked at $1.21M in Q1 2026.
  • 305 funds tracked by Wall St. Rank held BOK Financial as of Q2 2026.

Based on Professional Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.