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Rialto Wealth Management’s BOK Financial BOKF Stock Holding History

Rialto 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 		$2.05K Buy
16
+2
+14% +$257 ﹤0.01% 852
2025
Q4 		$1.66K Buy
14
+2
+17% +$224 ﹤0.01% 809
2025
Q3 		$1.34K Buy
12
+1
+9% +$107 ﹤0.01% 813
2025
Q2 		$1.07K Buy
+11
New +$1.03K ﹤0.01% 828

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

Rialto Wealth Management's BOKF Position: Q1 2026 in Review

Rialto Wealth Management increased its BOK Financial (BOKF) stake by 14% in Q1 2026, buying an estimated $257 and bringing the position to 16 shares worth $2.05K. The position accounts for ﹤0.01% of the portfolio, ranked #852.

Rialto Wealth Management first reported a position in BOKF in Q2 2025 and has held it in 4 quarters since. 287 funds tracked by Wall St. Rank hold BOKF as of Q1 2026.

  • Rialto Wealth Management held 16 shares of BOK Financial worth $2.05K as of Q1 2026.
  • Rialto Wealth Management bought 2 BOK Financial shares in Q1 2026, an estimated $257.
  • BOK Financial made up ﹤0.01% of Rialto Wealth Management's portfolio in Q1 2026, its #852 holding.
  • Rialto Wealth Management first reported a position in BOK Financial in Q2 2025 and has held it in 4 quarters since.
  • 287 funds tracked by Wall St. Rank held BOK Financial as of Q1 2026.

Based on Rialto Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.