Galvin Gaustad & Stein’s BOK Financial BOKF Stock Holding History

Galvin Gaustad & Stein’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	$1.37M	Hold	10,815	–	–	0.1%	116
2026 Q2	$1.5M	Hold	10,815	–	–	0.11%	115
2026 Q1	$1.38M	Hold	10,815	–	–	0.11%	107
2025 Q4	$1.28M	Hold	10,815	–	–	0.1%	106
2025 Q3	$1.21M	Hold	10,815	–	–	0.1%	97
2025 Q2	$1.06M	Hold	10,815	–	–	0.09%	99
2025 Q1	$1.13M	Hold	10,815	–	–	0.1%	91
2024 Q4	$1.15M	Hold	10,815	–	–	0.1%	90
2024 Q3	$1.13M	Hold	10,815	–	–	0.1%	89
2024 Q2	$991K	Hold	10,815	–	–	0.09%	90
2024 Q1	$995K	Hold	10,815	–	–	0.09%	93
2023 Q4	$926K	Hold	10,815	–	–	0.09%	93
2023 Q3	$865K	Hold	10,815	–	–	0.09%	89
2023 Q2	$874K	Hold	10,815	–	–	0.08%	92
2023 Q1	$913K	Hold	10,815	–	–	0.09%	91
2022 Q4	$1.12M	Hold	10,815	–	–	0.11%	84
2022 Q3	$961K	Hold	10,815	–	–	0.1%	90
2022 Q2	$817K	Hold	10,815	–	–	0.08%	96
2022 Q1	$1.02M	Hold	10,815	–	–	0.09%	96
2021 Q4	$1.14M	Hold	10,815	–	–	0.1%	100
2021 Q3	$968K	Hold	10,815	–	–	0.09%	103
2021 Q2	$937K	Buy	+10,815	New	+$966K	0.09%	110

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

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

Inspire Investing Meridian, Idaho $2.37B AUM 29.82% 1-Year Est. Return

Galvin Gaustad & Stein's BOKF Position: Q3 2026 in Review

Galvin Gaustad & Stein held its BOK Financial (BOKF) position steady in Q3 2026 at 10,815 shares worth $1.37M. The position accounts for 0.1% of the portfolio, ranked #116.

Galvin Gaustad & Stein first reported a position in BOKF in Q2 2021 and has held it in 22 quarters since. The position peaked at $1.5M in Q2 2026. 58 funds tracked by Wall St. Rank hold BOKF as of Q3 2026.

Galvin Gaustad & Stein held 10,815 shares of BOK Financial worth $1.37M as of Q3 2026.
Galvin Gaustad & Stein left its BOK Financial share count unchanged in Q3 2026.
BOK Financial made up 0.1% of Galvin Gaustad & Stein's portfolio in Q3 2026, its #116 holding.
Galvin Gaustad & Stein first reported a position in BOK Financial in Q2 2021 and has held it in 22 quarters since.
Galvin Gaustad & Stein's BOK Financial position peaked at $1.5M in Q2 2026.
58 funds tracked by Wall St. Rank held BOK Financial as of Q3 2026.

Based on Galvin Gaustad & Stein's 13F filing for Q3 2026, filed 8 Oct 2026.