United Capital Financial Advisors
BOKF icon

United Capital Financial Advisors’s BOK Financial BOKF Stock Holding History

United Capital Financial 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
-3,519
Closed -$451K – 1641
2026
Q1 		$451K Buy
+3,519
New +$452K ﹤0.01% 1120
2022
Q4 		– Sell
-2,433
Closed -$216K – 1048
2022
Q3 		$216K Buy
+2,433
New +$211K ﹤0.01% 996
2022
Q2 		– Sell
-2,413
Closed -$227K – 1130
2022
Q1 		$227K Sell
2,413
-38
-2% -$3.92K ﹤0.01% 1080
2021
Q4 		$259K Sell
2,451
-31
-1% -$3.18K ﹤0.01% 1079
2021
Q3 		$222K Sell
2,482
-145
-6% -$12.4K ﹤0.01% 1105
2021
Q2 		$227K Hold
2,627
– – ﹤0.01% 1121
2021
Q1 		$235K Buy
+2,627
New +$223K ﹤0.01% 1064
2020
Q1 		– Sell
-2,638
Closed -$231K – 1212
2019
Q4 		$231K Sell
2,638
-4
-0.2% -$326 ﹤0.01% 1243
2019
Q3 		$209K Sell
2,642
-339
-11% -$26.6K ﹤0.01% 1179
2019
Q2 		$225K Sell
2,981
-10
-0.3% -$811 ﹤0.01% 1333
2019
Q1 		$244K Sell
2,991
-16
-0.5% -$1.34K ﹤0.01% 1206
2018
Q4 		$221K Buy
+3,007
New +$255K ﹤0.01% 1167
2016
Q3 		– Sell
-41,493
Closed -$2.61M – 1264
2016
Q2 		$2.61M Sell
41,493
-30,010
-42% -$1.78M 0.03% 501
2016
Q1 		$3.9M Sell
71,503
-1,276
-2% -$66.6K 0.04% 386
2015
Q4 		$4.35M Sell
72,779
-18,971
-21% -$1.24M 0.05% 360
2015
Q3 		$5.94M Sell
91,750
-5,496
-6% -$357K 0.07% 283
2015
Q2 		$6.77M Sell
97,246
-3,263
-3% -$214K 0.08% 287
2015
Q1 		$6.55M Buy
100,509
+4,067
+4% +$237K 0.08% 292
2014
Q4 		$5.79M Buy
96,442
+13,315
+16% +$860K 0.09% 237
2014
Q3 		$5.53M Sell
83,127
-1,515
-2% -$101K 0.1% 237
2014
Q2 		$5.64M Buy
84,642
+36,229
+75% +$2.37M 0.1% 217
2014
Q1 		$3.34M Buy
+48,413
New +$3.17M 0.07% 272

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
Ariel Investments
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 $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Mount Yale Investment Advisors
Mount Yale Investment Advisors Denver, Colorado $5.4B AUM 28.46% 1-Year Est. Return
Vestmark Advisory Solutions
Vestmark Advisory Solutions Wakefield, Massachusetts $10.6B AUM 25.02% 1-Year Est. Return

United Capital Financial Advisors's BOKF Position: Q2 2026 in Review

United Capital Financial Advisors sold out of BOK Financial (BOKF) in Q2 2026, closing a stake of 3,519 shares — an estimated $451K sold.

United Capital Financial Advisors first reported a position in BOKF in Q1 2014 and held it in 22 quarters. The position peaked at $6.77M in Q2 2015. 305 funds tracked by Wall St. Rank hold BOKF as of Q2 2026.

  • United Capital Financial Advisors reported no remaining BOK Financial position as of Q2 2026 after selling out during the quarter.
  • United Capital Financial Advisors sold 3,519 BOK Financial shares in Q2 2026, an estimated $451K.
  • United Capital Financial Advisors first reported a position in BOK Financial in Q1 2014 and held it in 22 quarters.
  • United Capital Financial Advisors's BOK Financial position peaked at $6.77M in Q2 2015.
  • 305 funds tracked by Wall St. Rank held BOK Financial as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.