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True Wealth Design’s BOK Financial BOKF Stock Holding History

True Wealth Design’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 		$6.25K Buy
45
+28
+165% +$3.7K ﹤0.01% 1244
2026
Q1 		$2.18K Hold
17
– – ﹤0.01% 1509
2025
Q4 		$2.01K Sell
17
-1
-6% -$112 ﹤0.01% 1449
2025
Q3 		$2.01K Buy
18
+7
+64% +$748 ﹤0.01% 1456
2025
Q2 		$1.07K Sell
11
-223
-95% -$21K ﹤0.01% 1436
2025
Q1 		$24.4K Sell
234
-48
-17% -$5.16K 0.01% 310
2024
Q4 		$30K Buy
282
+113
+67% +$12.6K 0.01% 260
2024
Q3 		$17.7K Buy
+169
New +$17K 0.01% 340

Other funds holding BOKF

AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
EA
Everpar Advisors Tulsa, Oklahoma $352M AUM 37.56% 1-Year Est. Return

True Wealth Design's BOKF Position: Q2 2026 in Review

True Wealth Design increased its BOK Financial (BOKF) stake by 165% in Q2 2026, buying an estimated $3.7K and bringing the position to 45 shares worth $6.25K. The position accounts for ﹤0.01% of the portfolio, ranked #1244.

True Wealth Design first reported a position in BOKF in Q3 2024 and has held it in 8 quarters since. The position peaked at $30K in Q4 2024. 30 funds tracked by Wall St. Rank hold BOKF as of Q2 2026.

  • True Wealth Design held 45 shares of BOK Financial worth $6.25K as of Q2 2026.
  • True Wealth Design bought 28 BOK Financial shares in Q2 2026, an estimated $3.7K.
  • BOK Financial made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1244 holding.
  • True Wealth Design first reported a position in BOK Financial in Q3 2024 and has held it in 8 quarters since.
  • True Wealth Design's BOK Financial position peaked at $30K in Q4 2024.
  • 30 funds tracked by Wall St. Rank held BOK Financial as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.