Wealth Enhancement Advisory Services
BOKF icon

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
Q3 		$1.01M Buy
7,987
+3,054
+62% +$423K ﹤0.01% 2176
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

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Mount Yale Investment Advisors
Mount Yale Investment Advisors Denver, Colorado $5.96B AUM 22.06% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.6B AUM 22.09% 1-Year Est. Return
Arbejdsmarkedets Tillaegspension
Arbejdsmarkedets Tillaegspension Hilleroed $3.93B AUM 7.98% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.4B AUM 32.2% 1-Year Est. Return

Wealth Enhancement Advisory Services's BOKF Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its BOK Financial (BOKF) stake by 62% in Q3 2026, buying an estimated $423K and bringing the position to 7,987 shares worth $1.01M. The position accounts for ﹤0.01% of the portfolio, ranked #2176.

Wealth Enhancement Advisory Services first reported a position in BOKF in Q4 2024 and has held it in 7 quarters since. 168 funds tracked by Wall St. Rank hold BOKF as of Q3 2026.

  • Wealth Enhancement Advisory Services held 7,987 shares of BOK Financial worth $1.01M as of Q3 2026.
  • Wealth Enhancement Advisory Services bought 3,054 BOK Financial shares in Q3 2026, an estimated $423K.
  • BOK Financial made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #2176 holding.
  • Wealth Enhancement Advisory Services first reported a position in BOK Financial in Q4 2024 and has held it in 7 quarters since.
  • 168 funds tracked by Wall St. Rank held BOK Financial as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.