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Olistico Wealth’s BOK Financial BOKF Stock Holding History

Olistico 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 		$63.2K Hold
500
– – 0.03% 148
2026
Q2 		$69.4K Hold
500
– – 0.03% 141
2026
Q1 		$64K Hold
500
– – 0.03% 146
2025
Q4 		$59.2K Buy
+500
New +$56.1K 0.03% 147
2025
Q3 		– Sell
-500
Closed -$48.8K – 123
2025
Q2 		$48.8K Hold
500
– – 0.03% 170
2025
Q1 		$52.1K Hold
500
– – 0.03% 157
2024
Q4 		$53.2K Hold
500
– – 0.03% 156
2024
Q3 		$52.3K Hold
500
– – 0.03% 157
2024
Q2 		$45.8K Buy
+500
New +$45.2K 0.03% 167

Other funds holding BOKF

Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Galvin Gaustad & Stein
Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CX Institutional
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
AP
Anchyra Partners Atlanta, Georgia $477M AUM 34.33% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Wealth Enhancement Trust Services
Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return
GHP Investment Advisors
GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return

Olistico Wealth's BOKF Position: Q3 2026 in Review

Olistico Wealth held its BOK Financial (BOKF) position steady in Q3 2026 at 500 shares worth $63.2K. The position accounts for 0.03% of the portfolio, ranked #148.

Olistico Wealth first reported a position in BOKF in Q2 2024 and has held it in 9 quarters since. The position peaked at $69.4K in Q2 2026. 31 funds tracked by Wall St. Rank hold BOKF as of Q3 2026.

  • Olistico Wealth held 500 shares of BOK Financial worth $63.2K as of Q3 2026.
  • Olistico Wealth left its BOK Financial share count unchanged in Q3 2026.
  • BOK Financial made up 0.03% of Olistico Wealth's portfolio in Q3 2026, its #148 holding.
  • Olistico Wealth first reported a position in BOK Financial in Q2 2024 and has held it in 9 quarters since.
  • Olistico Wealth's BOK Financial position peaked at $69.4K in Q2 2026.
  • 31 funds tracked by Wall St. Rank held BOK Financial as of Q3 2026.

Based on Olistico Wealth's 13F filing for Q3 2026, filed 5 Oct 2026.