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
2026
Q2 		$248K Sell
1,787
-139
-7% -$18.4K 0.01% 547
2026
Q1 		$247K Sell
1,926
-10
-0.5% -$1.28K 0.01% 517
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 $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

SageView Advisory Group's BOKF Position: Q2 2026 in Review

SageView Advisory Group reduced its BOK Financial (BOKF) stake by 7.2% in Q2 2026, selling an estimated $18.4K and leaving 1,787 shares worth $248K. The position accounts for 0.01% of the portfolio, ranked #547.

SageView Advisory Group first reported a position in BOKF in Q3 2024 and has held it in 8 quarters since. 305 funds tracked by Wall St. Rank hold BOKF as of Q2 2026.

  • SageView Advisory Group held 1,787 shares of BOK Financial worth $248K as of Q2 2026.
  • SageView Advisory Group sold 139 BOK Financial shares in Q2 2026, an estimated $18.4K.
  • BOK Financial made up 0.01% of SageView Advisory Group's portfolio in Q2 2026, its #547 holding.
  • SageView Advisory Group first reported a position in BOK Financial in Q3 2024 and has held it in 8 quarters since.
  • 305 funds tracked by Wall St. Rank held BOK Financial as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.