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Sequoia Financial Advisors’s BOK Financial BOKF Stock Holding History

Sequoia 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 		$400K Sell
2,878
-29
-1% -$3.83K ﹤0.01% 1487
2026
Q1 		$372K Sell
2,907
-1,175
-29% -$151K ﹤0.01% 1433
2025
Q4 		$484K Buy
4,082
+2,072
+103% +$232K ﹤0.01% 1299
2025
Q3 		$224K Buy
+2,010
New +$215K ﹤0.01% 1569

Other funds holding BOKF

AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
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 $59.8B 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
CNC
Citizens & Northern Corp Wellsboro, Pennsylvania $438M AUM 26.63% 1-Year Est. Return

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

Sequoia Financial Advisors reduced its BOK Financial (BOKF) stake by 1% in Q2 2026, selling an estimated $3.83K and leaving 2,878 shares worth $400K. The position accounts for ﹤0.01% of the portfolio, ranked #1487.

Sequoia Financial Advisors first reported a position in BOKF in Q3 2025 and has held it in 4 quarters since. The position peaked at $484K in Q4 2025. 29 funds tracked by Wall St. Rank hold BOKF as of Q2 2026.

  • Sequoia Financial Advisors held 2,878 shares of BOK Financial worth $400K as of Q2 2026.
  • Sequoia Financial Advisors sold 29 BOK Financial shares in Q2 2026, an estimated $3.83K.
  • BOK Financial made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1487 holding.
  • Sequoia Financial Advisors first reported a position in BOK Financial in Q3 2025 and has held it in 4 quarters since.
  • Sequoia Financial Advisors's BOK Financial position peaked at $484K in Q4 2025.
  • 29 funds tracked by Wall St. Rank held BOK Financial as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.