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SHP Wealth Management’s BOK Financial BOKF Stock Holding History

SHP Wealth Management’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 		$694 Buy
5
+2
+67% +$264 ﹤0.01% 1698
2026
Q1 		$384 Buy
+3
New +$385 ﹤0.01% 1669

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 $3.38T AUM 44.17% 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

SHP Wealth Management's BOKF Position: Q2 2026 in Review

SHP Wealth Management increased its BOK Financial (BOKF) stake by 67% in Q2 2026, buying an estimated $264 and bringing the position to 5 shares worth $694. The position accounts for ﹤0.01% of the portfolio, ranked #1698.

SHP Wealth Management first reported a position in BOKF in Q1 2026 and has held it in 2 quarters since. 305 funds tracked by Wall St. Rank hold BOKF as of Q2 2026.

  • SHP Wealth Management held 5 shares of BOK Financial worth $694 as of Q2 2026.
  • SHP Wealth Management bought 2 BOK Financial shares in Q2 2026, an estimated $264.
  • BOK Financial made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #1698 holding.
  • SHP Wealth Management first reported a position in BOK Financial in Q1 2026 and has held it in 2 quarters since.
  • 305 funds tracked by Wall St. Rank held BOK Financial as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.