Steward Partners Investment Advisory
BOKF icon

Steward Partners Investment Advisory’s BOK Financial BOKF Stock Holding History

Steward Partners Investment Advisory’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 		$181K Buy
1,302
+802
+160% +$106K ﹤0.01% 2282
2026
Q1 		$64K Hold
500
– – ﹤0.01% 2638
2025
Q4 		$59.2K Buy
+500
New +$56.1K ﹤0.01% 2579
2022
Q4 		– Sell
-765
Closed -$68K – 3371
2022
Q3 		$68K Hold
765
– – ﹤0.01% 1646
2022
Q2 		$58K Hold
765
– – ﹤0.01% 1728
2022
Q1 		$72K Hold
765
– – ﹤0.01% 1733
2021
Q4 		$81K Hold
765
– – ﹤0.01% 1678
2021
Q3 		$69K Hold
765
– – ﹤0.01% 1720
2021
Q2 		$66K Hold
765
– – ﹤0.01% 2805
2021
Q1 		$68.3K Buy
+765
New +$64.9K ﹤0.01% 1829

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
Ariel Investments
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
Mount Yale Investment Advisors
Mount Yale Investment Advisors Denver, Colorado $5.4B AUM 28.46% 1-Year Est. Return
Vestmark Advisory Solutions
Vestmark Advisory Solutions Wakefield, Massachusetts $10.6B AUM 25.02% 1-Year Est. Return

Steward Partners Investment Advisory's BOKF Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its BOK Financial (BOKF) stake by 160% in Q2 2026, buying an estimated $106K and bringing the position to 1,302 shares worth $181K. The position accounts for ﹤0.01% of the portfolio, ranked #2282.

Steward Partners Investment Advisory first reported a position in BOKF in Q1 2021 and has held it in 10 quarters since. 305 funds tracked by Wall St. Rank hold BOKF as of Q2 2026.

  • Steward Partners Investment Advisory held 1,302 shares of BOK Financial worth $181K as of Q2 2026.
  • Steward Partners Investment Advisory bought 802 BOK Financial shares in Q2 2026, an estimated $106K.
  • BOK Financial made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #2282 holding.
  • Steward Partners Investment Advisory first reported a position in BOK Financial in Q1 2021 and has held it in 10 quarters since.
  • 305 funds tracked by Wall St. Rank held BOK Financial as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.