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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
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

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

Olistico Wealth's BOKF Position: Q2 2026 in Review

Olistico Wealth held its BOK Financial (BOKF) position steady in Q2 2026 at 500 shares worth $69.4K. The position accounts for 0.03% of the portfolio, ranked #141.

Olistico Wealth first reported a position in BOKF in Q2 2024 and has held it in 8 quarters since. 29 funds tracked by Wall St. Rank hold BOKF as of Q2 2026.

  • Olistico Wealth held 500 shares of BOK Financial worth $69.4K as of Q2 2026.
  • Olistico Wealth left its BOK Financial share count unchanged in Q2 2026.
  • BOK Financial made up 0.03% of Olistico Wealth's portfolio in Q2 2026, its #141 holding.
  • Olistico Wealth first reported a position in BOK Financial in Q2 2024 and has held it in 8 quarters since.
  • 29 funds tracked by Wall St. Rank held BOK Financial as of Q2 2026.

Based on Olistico Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.