Summit Trail Advisors’s BOK Financial BOKF Stock Holding History

Summit Trail 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
2025 Q2	$451K	Buy
2018 Q1	–	Sell
2017 Q4	$11K	Buy