BF
PHLT

BOK Financial’s Performant Healthcare Inc PHLT Stock Holding History

BOK Financial’s Portfolio PHLT Stock Details PHLT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-10,000
Closed -$77.3K – 1141
2025
Q3 		$77.3K Buy
+10,000
New +$63.7K ﹤0.01% 791

Other funds holding PHLT

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

BOK Financial's PHLT Position: Q4 2025 in Review

BOK Financial sold out of Performant Healthcare Inc (PHLT) in Q4 2025, closing a stake of 10,000 shares — an estimated $77.3K sold.

BOK Financial first reported a position in PHLT in Q3 2025 and held it in 1 quarter. The position peaked at $77.3K in Q3 2025. 1 fund tracked by Wall St. Rank holds PHLT as of Q4 2025.

  • BOK Financial reported no remaining Performant Healthcare Inc position as of Q4 2025 after selling out during the quarter.
  • BOK Financial sold 10,000 Performant Healthcare Inc shares in Q4 2025, an estimated $77.3K.
  • BOK Financial first reported a position in Performant Healthcare Inc in Q3 2025 and held it in 1 quarter.
  • BOK Financial's Performant Healthcare Inc position peaked at $77.3K in Q3 2025.
  • 1 fund tracked by Wall St. Rank held Performant Healthcare Inc as of Q4 2025.

Based on BOK Financial's 13F filing for Q4 2025, filed 3 Feb 2026.