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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
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

AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
EA
Everpar Advisors Tulsa, Oklahoma $352M AUM 37.56% 1-Year Est. Return

DiNuzzo Private Wealth's BOKF Position: Q2 2026 in Review

DiNuzzo Private Wealth held its BOK Financial (BOKF) position steady in Q2 2026 at 16 shares worth $2.22K. The position accounts for ﹤0.01% of the portfolio, ranked #642.

DiNuzzo Private Wealth first reported a position in BOKF in Q4 2023 and has held it in 11 quarters since. 29 funds tracked by Wall St. Rank hold BOKF as of Q2 2026.

  • DiNuzzo Private Wealth held 16 shares of BOK Financial worth $2.22K as of Q2 2026.
  • DiNuzzo Private Wealth left its BOK Financial share count unchanged in Q2 2026.
  • BOK Financial made up ﹤0.01% of DiNuzzo Private Wealth's portfolio in Q2 2026, its #642 holding.
  • DiNuzzo Private Wealth first reported a position in BOK Financial in Q4 2023 and has held it in 11 quarters since.
  • 29 funds tracked by Wall St. Rank held BOK Financial as of Q2 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q2 2026, filed 10 Jul 2026.