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BOKF icon

Sachetta’s BOK Financial BOKF Stock Holding History

Sachetta’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% 791
2026
Q1 		$2.56K Hold
20
– – ﹤0.01% 833
2025
Q4 		$2.37K Hold
20
– – ﹤0.01% 725
2025
Q3 		$2.23K Hold
20
– – ﹤0.01% 797
2025
Q2 		$1.95K Buy
+20
New +$1.88K ﹤0.01% 815
2024
Q4 		– Sell
-72
Closed -$7.53K – 1207
2024
Q3 		$7.53K Hold
72
– – ﹤0.01% 539
2024
Q2 		$7.51K Hold
72
– – ﹤0.01% 507
2024
Q1 		$6.17K Hold
72
– – ﹤0.01% 487
2023
Q4 		$6.17K Buy
+72
New +$5.43K ﹤0.01% 487

Other funds holding BOKF

RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
EA
Everpar Advisors Tulsa, Oklahoma $352M AUM 37.56% 1-Year Est. Return
WETS
Wealth Enhancement Trust Services Sioux Falls, South Dakota $792M AUM
OW
Olistico Wealth Tulsa, Oklahoma $234M AUM 31.19% 1-Year Est. Return