DiNuzzo Private Wealth’s BOK Financial BOKF Stock Holding History

DiNuzzo Private Wealth’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 Q3	$2.02K	Hold	16	–	–	﹤0.01%	657
2026 Q2	$2.22K	Hold	16	–	–	﹤0.01%	642
2026 Q1	$2.05K	Hold	16	–	–	﹤0.01%	638
2025 Q4	$1.9K	Hold	16	–	–	﹤0.01%	666
2025 Q3	$1.78K	Hold	16	–	–	﹤0.01%	677
2025 Q2	$1.56K	Sell	16 -2	-11%	-$188	﹤0.01%	696
2025 Q1	$1.88K	Buy	18 +1	+6%	+$107	﹤0.01%	621
2024 Q4	$1.81K	Hold	17	–	–	﹤0.01%	636
2024 Q3	$1.78K	Buy	17 +2	+13%	+$201	﹤0.01%	652
2024 Q2	$1.38K	Buy	15 +2	+15%	+$181	﹤0.01%	661
2024 Q1	$1.2K	Buy	13 +3	+30%	+$254	﹤0.01%	665
2023 Q4	$857	Buy	+10	New	+$754	﹤0.01%	766

Other funds holding BOKF

BOK Financial Tulsa, Oklahoma $6.69B AUM 26.84% 1-Year Est. Return

Isthmus Partners Madison, Wisconsin $1.04B AUM 19.97% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Polaris Capital Management Boston, Massachusetts $953M AUM 27.74% 1-Year Est. Return

Probity Advisors Dallas, Texas $700M AUM 17.51% 1-Year Est. Return

Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return

OTL

Oak Thistle LLC New York $1.09B AUM 11.78% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

DiNuzzo Private Wealth's BOKF Position: Q3 2026 in Review

DiNuzzo Private Wealth held its BOK Financial (BOKF) position steady in Q3 2026 at 16 shares worth $2.02K. The position accounts for ﹤0.01% of the portfolio, ranked #657.

DiNuzzo Private Wealth first reported a position in BOKF in Q4 2023 and has held it in 12 quarters since. The position peaked at $2.22K in Q2 2026. 58 funds tracked by Wall St. Rank hold BOKF as of Q3 2026.

DiNuzzo Private Wealth held 16 shares of BOK Financial worth $2.02K as of Q3 2026.
DiNuzzo Private Wealth left its BOK Financial share count unchanged in Q3 2026.
BOK Financial made up ﹤0.01% of DiNuzzo Private Wealth's portfolio in Q3 2026, its #657 holding.
DiNuzzo Private Wealth first reported a position in BOK Financial in Q4 2023 and has held it in 12 quarters since.
DiNuzzo Private Wealth's BOK Financial position peaked at $2.22K in Q2 2026.
58 funds tracked by Wall St. Rank held BOK Financial as of Q3 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.