Position in SF
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$627
-$50,321 QoQ
Shares Held
9
-98.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#574
of 591 holders
Holding Since
Dec 2020
15 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SF Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026BOKF, NA holds $63,119,048 across 14 Capital Markets names. SF ranks #14 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
108,364 | $22,652,409 | |
| 2 | GS |
Goldman Sachs Group Inc
|
18,852 | $19,066,346 | |
| 3 | EVR |
Evercore Inc.
|
30,377 | $10,371,922 | |
| 4 | SCHW |
Schwab Charles Corp
|
63,347 | $5,845,027 | |
| 5 | OPY |
Oppenheimer Holdings Inc
|
23,850 | $2,517,129 | |
| 6 | HLI |
Houlihan Lokey, Inc.
|
10,547 | $1,414,669 | |
| 7 | TW |
Tradeweb Markets Inc.
|
5,987 | $596,664 | |
| 8 | SNEX |
StoneX Group Inc.
|
5,913 | $467,127 |
All Filings in SF
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $627 | 9 | Shares | Sole | 2026-08-10 | |
| 2025-09-30 | $50,948 | 449 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $2,698 | 26 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $2,450 | 26 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $2,758 | 26 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $375 | 4 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $336 | 4 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $312 | 4 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $276 | 4 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $245 | 4 | Shares | Sole | 2023-11-14 | |
| 2022-03-31 | $232,489 | 3,424 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $241,118 | 3,424 | Shares | Sole | 2022-03-11 | |
| 2021-09-30 | $236,840 | 3,485 | Shares | Sole | 2021-11-10 | |
| 2021-03-31 | $269,052 | 4,200 | Shares | Sole | 2021-04-21 | |
| 2020-12-31 | $202,647 | 4,016 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||