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Summit Trail Advisors, LLC

SEC CIK
0001698478
Latest filing
Aug 11, 2026

BOKF holding history

Bok Financial Corp in every 13F filed by Summit Trail Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

BOKF overviewAll 13F holders of BOKFFull Q2 2026 holdings

Shares (Q2 2026)
20,558
Value
$2.86M
% of portfolio
<0.1%
Quarters held
5
Since Q2 2025
Holdings of BOKF by Summit Trail Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202620,558$2.86M<0.1%+5,790+39.2%AddedHolders
Q1 202614,768$1.89M<0.1%+7,163+94.2%AddedHolders
Q4 20257,605$900.9K<0.1%−15−0.2%ReducedHolders
Q3 20257,620$849.2K<0.1%+3,002+65.0%AddedHolders
Q2 20254,618$450.9K<0.1%+4,618NewHolders