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Elk River Wealth Management’s BOK Financial BOKF Stock Holding History

Elk River Wealth Management’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
Q1 		$647K Sell
5,056
-824
-14% -$106K 0.11% 66
2025
Q4 		$697K Buy
5,880
+478
+9% +$53.6K 0.11% 63
2025
Q3 		$602K Sell
5,402
-947
-15% -$101K 0.1% 66
2025
Q2 		$620K Buy
6,349
+696
+12% +$65.5K 0.11% 62
2025
Q1 		$589K Hold
5,653
– – 0.11% 60
2024
Q4 		$602K Sell
5,653
-441
-7% -$49.2K 0.11% 60
2024
Q3 		$638K Sell
6,094
-3,048
-33% -$307K 0.12% 59
2024
Q2 		$838K Buy
9,142
+1,144
+14% +$103K 0.16% 51
2024
Q1 		$736K Sell
7,998
-305
-4% -$25.9K 0.15% 54
2023
Q4 		$711K Buy
8,303
+2,094
+34% +$158K 0.14% 63
2023
Q3 		$497K Sell
6,209
-351
-5% -$29.7K 0.11% 72
2023
Q2 		$530K Hold
6,560
– – 0.11% 69
2023
Q1 		$554K Buy
6,560
+500
+8% +$48.9K 0.13% 69
2022
Q4 		$629K Buy
6,060
+765
+14% +$77.6K 0.15% 70
2022
Q3 		$471K Buy
5,295
+957
+22% +$82.8K 0.12% 71
2022
Q2 		$328K Buy
4,338
+1,080
+33% +$91.1K 0.08% 85
2022
Q1 		$306K Buy
3,258
+664
+26% +$68.5K 0.07% 101
2021
Q4 		$274K Buy
2,594
+132
+5% +$13.6K 0.06% 109
2021
Q3 		$220K Buy
+2,462
New +$211K 0.06% 108

Other funds holding BOKF

GKFF
George Kaiser Family Foundation Tulsa, Oklahoma $883M AUM 21.04% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
CBU
CIBC Bancorp USA Chicago, Illinois $74.4B AUM
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Elk River Wealth Management's BOKF Position: Q1 2026 in Review

Elk River Wealth Management reduced its BOK Financial (BOKF) stake by 14% in Q1 2026, selling an estimated $106K and leaving 5,056 shares worth $647K. The position accounts for 0.11% of the portfolio, ranked #66.

Elk River Wealth Management first reported a position in BOKF in Q3 2021 and has held it in 19 quarters since. The position peaked at $838K in Q2 2024. 287 funds tracked by Wall St. Rank hold BOKF as of Q1 2026.

  • Elk River Wealth Management held 5,056 shares of BOK Financial worth $647K as of Q1 2026.
  • Elk River Wealth Management sold 824 BOK Financial shares in Q1 2026, an estimated $106K.
  • BOK Financial made up 0.11% of Elk River Wealth Management's portfolio in Q1 2026, its #66 holding.
  • Elk River Wealth Management first reported a position in BOK Financial in Q3 2021 and has held it in 19 quarters since.
  • Elk River Wealth Management's BOK Financial position peaked at $838K in Q2 2024.
  • 287 funds tracked by Wall St. Rank held BOK Financial as of Q1 2026.

Based on Elk River Wealth Management's 13F filing for Q1 2026, filed 17 Apr 2026.