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

GKFF

George Kaiser Family Foundation Tulsa, Oklahoma $1.04B AUM 36.93% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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. 305 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.
305 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.