Plan Group Financial, LLC
- SEC CIK
- 0001940033
- Latest filing
- Aug 3, 2026
BOKF holding history
Bok Financial Corp in every 13F filed by Plan Group Financial, 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 (Q4 2025)
- 0
- Sold out in Q4 2025
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 3
- Since Q2 2023
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q4 2025 | 0 | $0 | 0.0% | −7,121−100.0% | Sold out | Holders |
| Q3 2025 | 7,121 | $793.6K | 0.2% | −57−0.8% | Reduced | Holders |
| Q2 2025 | 7,178 | $700.8K | 0.2% | +7,178 | New | Holders |
| Q3 2023 | 0 | $0 | 0.0% | −4,000−100.0% | Sold out | Holders |
| Q2 2023 | 4,000 | $323.1K | 0.3% | – | No prior filing | Holders |