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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
Q1 		$384 Buy
+3
New +$385 ﹤0.01% 1669

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
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
CBU
CIBC Bancorp USA Chicago, Illinois $74.4B AUM
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

SHP Wealth Management's BOKF Position: Q1 2026 in Review

SHP Wealth Management opened a new position in BOK Financial (BOKF) in Q1 2026: 3 shares worth $384. The stake represents ﹤0.01% of the portfolio and ranks #1669 among its holdings.

289 funds tracked by Wall St. Rank hold BOKF as of Q1 2026.

  • SHP Wealth Management held 3 shares of BOK Financial worth $384 as of Q1 2026.
  • BOK Financial was a new SHP Wealth Management position in Q1 2026.
  • BOK Financial made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #1669 holding.
  • 289 funds tracked by Wall St. Rank held BOK Financial as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.