SAG
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SageView Advisory Group’s BOK Financial BOKF Stock Holding History

SageView Advisory 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
2025
Q4 		$229K Sell
1,936
-20
-1% -$2.24K 0.01% 549
2025
Q3 		$218K Sell
1,956
-10
-0.5% -$1.07K 0.01% 608
2025
Q2 		$206K Buy
1,966
+15
+0.8% +$1.41K 0.01% 598
2025
Q1 		$203K Buy
1,951
+39
+2% +$4.19K 0.01% 581
2024
Q4 		$204K Hold
1,912
– – 0.01% 572
2024
Q3 		$200K Buy
+1,912
New +$192K 0.01% 497

Other funds holding BOKF

GKFF
George Kaiser Family Foundation Tulsa, Oklahoma $883M AUM 21.04% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CWM
CIBC World Markets New York $20.8B AUM
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
FGP
Freestone Grove Partners San Francisco, California $14.2B AUM 24.58% 1-Year Est. Return

SageView Advisory Group's BOKF Position: Q4 2025 in Review

SageView Advisory Group reduced its BOK Financial (BOKF) stake by 1% in Q4 2025, selling an estimated $2.24K and leaving 1,936 shares worth $229K. The position accounts for 0.01% of the portfolio, ranked #549.

SageView Advisory Group first reported a position in BOKF in Q3 2024 and has held it in 6 quarters since. 251 funds tracked by Wall St. Rank hold BOKF as of Q4 2025.

  • SageView Advisory Group held 1,936 shares of BOK Financial worth $229K as of Q4 2025.
  • SageView Advisory Group sold 20 BOK Financial shares in Q4 2025, an estimated $2.24K.
  • BOK Financial made up 0.01% of SageView Advisory Group's portfolio in Q4 2025, its #549 holding.
  • SageView Advisory Group first reported a position in BOK Financial in Q3 2024 and has held it in 6 quarters since.
  • 251 funds tracked by Wall St. Rank held BOK Financial as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.