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Wipfli Financial Advisors’s BOK Financial BOKF Stock Holding History

Wipfli 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
2022
Q3 		$29K Buy
+324
New +$28K ﹤0.01% 1388

Other funds holding BOKF

GKFF
George Kaiser Family Foundation Tulsa, Oklahoma $883M AUM 21.04% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CWM
CIBC World Markets New York $20.8B AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

Wipfli Financial Advisors's BOKF Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in BOK Financial (BOKF) in Q3 2022: 324 shares worth $29K. The stake represents ﹤0.01% of the portfolio and ranks #1388 among its holdings.

191 funds tracked by Wall St. Rank hold BOKF as of Q3 2022.

  • Wipfli Financial Advisors held 324 shares of BOK Financial worth $29K as of Q3 2022.
  • BOK Financial was a new Wipfli Financial Advisors position in Q3 2022.
  • BOK Financial made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #1388 holding.
  • 191 funds tracked by Wall St. Rank held BOK Financial as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.