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Raffa Wealth Management’s BOK Financial BOKF Stock Holding History

Raffa 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
Q2 		$278 Hold
2
– – ﹤0.01% 1228
2026
Q1 		$256 Buy
+2
New +$257 ﹤0.01% 1138
2020
Q3 		– Sell
-49
Closed -$2.77K – 895
2020
Q2 		$2.77K Hold
49
– – ﹤0.01% 411
2020
Q1 		$2.08K Buy
+49
New +$3.45K ﹤0.01% 420

Other funds holding BOKF

GKFF
George Kaiser Family Foundation Tulsa, Oklahoma $1.04B AUM 36.93% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
MYIA
Mount Yale Investment Advisors Denver, Colorado $5.4B AUM 28.46% 1-Year Est. Return
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $10.6B AUM 25.02% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Raffa Wealth Management's BOKF Position: Q2 2026 in Review

Raffa Wealth Management held its BOK Financial (BOKF) position steady in Q2 2026 at 2 shares worth $278. The position accounts for ﹤0.01% of the portfolio, ranked #1228.

Raffa Wealth Management first reported a position in BOKF in Q1 2020 and has held it in 4 quarters since. The position peaked at $2.77K in Q2 2020. 286 funds tracked by Wall St. Rank hold BOKF as of Q2 2026.

  • Raffa Wealth Management held 2 shares of BOK Financial worth $278 as of Q2 2026.
  • Raffa Wealth Management left its BOK Financial share count unchanged in Q2 2026.
  • BOK Financial made up ﹤0.01% of Raffa Wealth Management's portfolio in Q2 2026, its #1228 holding.
  • Raffa Wealth Management first reported a position in BOK Financial in Q1 2020 and has held it in 4 quarters since.
  • Raffa Wealth Management's BOK Financial position peaked at $2.77K in Q2 2020.
  • 286 funds tracked by Wall St. Rank held BOK Financial as of Q2 2026.

Based on Raffa Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.