TD Private Client Wealth
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TD Private Client Wealth’s BOK Financial BOKF Stock Holding History

TD Private Client Wealth’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
Q3 		$126 Buy
+1
New +$139 ﹤0.01% 1740
2020
Q4 		– Sell
-26
Closed -$1.34K – 1145
2020
Q3 		$1.34K Hold
26
– – ﹤0.01% 942
2020
Q2 		$1.47K Hold
26
– – ﹤0.01% 934
2020
Q1 		$1.11K Buy
+26
New +$1.83K ﹤0.01% 925

Other funds holding BOKF

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Mount Yale Investment Advisors
Mount Yale Investment Advisors Denver, Colorado $5.96B AUM 22.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Arbejdsmarkedets Tillaegspension
Arbejdsmarkedets Tillaegspension Hilleroed $3.93B AUM 7.98% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
BOK Financial
BOK Financial Tulsa, Oklahoma $6.69B AUM 26.84% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
PGCM
Prescott Group Capital Management Tulsa, Oklahoma $1.11B AUM 20.16% 1-Year Est. Return

TD Private Client Wealth's BOKF Position: Q3 2026 in Review

TD Private Client Wealth opened a new position in BOK Financial (BOKF) in Q3 2026: 1 share worth $126. The stake represents ﹤0.01% of the portfolio and ranks #1740 among its holdings. This is a return to the name: TD Private Client Wealth previously reported a position in BOKF as recently as Q3 2020.

TD Private Client Wealth first reported a position in BOKF in Q1 2020 and has held it in 4 quarters since. The position peaked at $1.47K in Q2 2020. 120 funds tracked by Wall St. Rank hold BOKF as of Q3 2026.

  • TD Private Client Wealth held 1 share of BOK Financial worth $126 as of Q3 2026.
  • BOK Financial was a new TD Private Client Wealth position in Q3 2026.
  • BOK Financial made up ﹤0.01% of TD Private Client Wealth's portfolio in Q3 2026, its #1740 holding.
  • TD Private Client Wealth first reported a position in BOK Financial in Q1 2020 and has held it in 4 quarters since.
  • TD Private Client Wealth's BOK Financial position peaked at $1.47K in Q2 2020.
  • 120 funds tracked by Wall St. Rank held BOK Financial as of Q3 2026.

Based on TD Private Client Wealth's 13F filing for Q3 2026, filed 28 Oct 2026.