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 Q3	$7.46K	Buy	59 +14	+31%	+$1.94K	﹤0.01%	1184
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

GGS

Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Anchyra Partners Atlanta, Georgia $477M AUM 34.33% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

WETS

Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Olistico Wealth Tulsa, Oklahoma $239M AUM 22.54% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

True Wealth Design's BOKF Position: Q3 2026 in Review

True Wealth Design increased its BOK Financial (BOKF) stake by 31% in Q3 2026, buying an estimated $1.94K and bringing the position to 59 shares worth $7.46K. The position accounts for ﹤0.01% of the portfolio, ranked #1184.

True Wealth Design first reported a position in BOKF in Q3 2024 and has held it in 9 quarters since. The position peaked at $30K in Q4 2024. 17 funds tracked by Wall St. Rank hold BOKF as of Q3 2026.

True Wealth Design held 59 shares of BOK Financial worth $7.46K as of Q3 2026.
True Wealth Design bought 14 BOK Financial shares in Q3 2026, an estimated $1.94K.
BOK Financial made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1184 holding.
True Wealth Design first reported a position in BOK Financial in Q3 2024 and has held it in 9 quarters since.
True Wealth Design's BOK Financial position peaked at $30K in Q4 2024.
17 funds tracked by Wall St. Rank held BOK Financial as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.