Y-Intercept (HK)’s BOK Financial BOKF Stock Holding History

Y-Intercept (HK)’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	$499K	Buy	+3,592	New	+$475K	0.01%	1316
2025 Q1	–	Sell	-7,489	Closed	-$797K	–	1219
2024 Q4	$797K	Buy	+7,489	New	+$836K	0.05%	523
2023 Q4	–	Sell	-7,437	Closed	-$595K	–	1247
2023 Q3	$595K	Sell	7,437 -3,760	-34%	-$318K	0.06%	498
2023 Q2	$904K	Buy	+11,197	New	+$923K	0.1%	337
2022 Q3	–	Sell	-5,086	Closed	-$384K	–	970
2022 Q2	$384K	Buy	5,086 +2,933	+136%	+$247K	0.05%	504
2022 Q1	$202K	Buy	+2,153	New	+$222K	0.05%	616

Other funds holding BOKF

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

Handelsbanken Fonder

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

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

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

Wealth Enhancement Trust Services Sioux Falls, South Dakota $792M AUM

Olistico Wealth Tulsa, Oklahoma $234M AUM 31.19% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return