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

Wealth Enhancement Trust 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 		$189K Hold
1,358
– – 0.02% 294
2026
Q1 		$174K Hold
1,358
– – 0.02% 296
2025
Q4 		$161K Buy
+1,358
New +$152K 0.02% 283

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
MYIA
Mount Yale Investment Advisors Denver, Colorado $5.4B AUM 28.46% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $82.3B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado Denver, Colorado $28.9B AUM 44.1% 1-Year Est. Return

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

Wealth Enhancement Trust Services held its BOK Financial (BOKF) position steady in Q2 2026 at 1,358 shares worth $189K. The position accounts for 0.02% of the portfolio, ranked #294.

Wealth Enhancement Trust Services first reported a position in BOKF in Q4 2025 and has held it in 3 quarters since. 185 funds tracked by Wall St. Rank hold BOKF as of Q2 2026.

  • Wealth Enhancement Trust Services held 1,358 shares of BOK Financial worth $189K as of Q2 2026.
  • Wealth Enhancement Trust Services left its BOK Financial share count unchanged in Q2 2026.
  • BOK Financial made up 0.02% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #294 holding.
  • Wealth Enhancement Trust Services first reported a position in BOK Financial in Q4 2025 and has held it in 3 quarters since.
  • 185 funds tracked by Wall St. Rank held BOK Financial as of Q2 2026.

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