Wealth Enhancement Advisory Services’s BOK Financial BOKF Stock Holding History

Wealth Enhancement Advisory Services’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	$684K	Buy	4,933 +2,915	+144%	+$385K	﹤0.01%	2395
2026 Q1	$259K	Buy	2,018 +56	+3%	+$7.2K	﹤0.01%	2915
2025 Q4	$240K	Buy	1,962 +189	+11%	+$21.2K	﹤0.01%	3119
2025 Q3	$202K	Buy	+1,773	New	+$189K	﹤0.01%	3132
2025 Q2	–	Sell	-4,396	Closed	-$458K	–	3397
2025 Q1	$458K	Sell	4,396 -852	-16%	-$91.5K	﹤0.01%	2131
2024 Q4	$559K	Buy	+5,248	New	+$586K	﹤0.01%	1911

Other funds holding BOKF

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 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

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Everpar Advisors Tulsa, Oklahoma $352M AUM 37.56% 1-Year Est. Return

CNC

Citizens & Northern Corp Wellsboro, Pennsylvania $438M AUM 26.63% 1-Year Est. Return

Wealth Enhancement Advisory Services's BOKF Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its BOK Financial (BOKF) stake by 144% in Q2 2026, buying an estimated $385K and bringing the position to 4,933 shares worth $684K. The position accounts for ﹤0.01% of the portfolio, ranked #2395.

Wealth Enhancement Advisory Services first reported a position in BOKF in Q4 2024 and has held it in 6 quarters since. 29 funds tracked by Wall St. Rank hold BOKF as of Q2 2026.

Wealth Enhancement Advisory Services held 4,933 shares of BOK Financial worth $684K as of Q2 2026.
Wealth Enhancement Advisory Services bought 2,915 BOK Financial shares in Q2 2026, an estimated $385K.
BOK Financial made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2395 holding.
Wealth Enhancement Advisory Services first reported a position in BOK Financial in Q4 2024 and has held it in 6 quarters since.
29 funds tracked by Wall St. Rank held BOK Financial as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.