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Tulsa Wealth Advisors’s BOK Financial BOKF Stock Holding History

Tulsa Wealth 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
2026
Q1 		– Sell
-4,241
Closed -$502K – 159
2025
Q4 		$502K Buy
+4,241
New +$476K 0.17% 72

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
AI
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 $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
CBU
CIBC Bancorp USA Chicago, Illinois $82.3B AUM
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Tulsa Wealth Advisors's BOKF Position: Q1 2026 in Review

Tulsa Wealth Advisors sold out of BOK Financial (BOKF) in Q1 2026, closing a stake of 4,241 shares — an estimated $502K sold.

Tulsa Wealth Advisors first reported a position in BOKF in Q4 2025 and held it in 1 quarter. The position peaked at $502K in Q4 2025. 292 funds tracked by Wall St. Rank hold BOKF as of Q1 2026.

  • Tulsa Wealth Advisors reported no remaining BOK Financial position as of Q1 2026 after selling out during the quarter.
  • Tulsa Wealth Advisors sold 4,241 BOK Financial shares in Q1 2026, an estimated $502K.
  • Tulsa Wealth Advisors first reported a position in BOK Financial in Q4 2025 and held it in 1 quarter.
  • Tulsa Wealth Advisors's BOK Financial position peaked at $502K in Q4 2025.
  • 292 funds tracked by Wall St. Rank held BOK Financial as of Q1 2026.

Based on Tulsa Wealth Advisors's 13F filing for Q1 2026, filed 11 May 2026.