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Twin Peaks Wealth Advisors’s BOK Financial BOKF Stock Holding History

Twin Peaks 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
Q2 		– Sell
-2
Closed -$256 – 493
2026
Q1 		$256 Buy
+2
New +$257 ﹤0.01% 2136
2025
Q3 		– Sell
-2
Closed -$209 – 426
2025
Q2 		$209 Buy
+2
New +$188 ﹤0.01% 2034

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
MYIA
Mount Yale Investment Advisors Denver, Colorado $5.4B AUM 28.46% 1-Year Est. Return
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $10.6B AUM 25.02% 1-Year Est. Return

Twin Peaks Wealth Advisors's BOKF Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of BOK Financial (BOKF) in Q2 2026, closing a stake of 2 shares — an estimated $256 sold.

Twin Peaks Wealth Advisors first reported a position in BOKF in Q2 2025 and held it in 2 quarters. The position peaked at $256 in Q1 2026. 305 funds tracked by Wall St. Rank hold BOKF as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining BOK Financial position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 2 BOK Financial shares in Q2 2026, an estimated $256.
  • Twin Peaks Wealth Advisors first reported a position in BOK Financial in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's BOK Financial position peaked at $256 in Q1 2026.
  • 305 funds tracked by Wall St. Rank held BOK Financial as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.