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Ritholtz Wealth Management’s BOK Financial BOKF Stock Holding History

Ritholtz 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 		$455K Sell
3,279
-34
-1% -$4.49K 0.01% 890
2026
Q1 		$424K Sell
3,313
-4,765
-59% -$612K 0.01% 844
2025
Q4 		$957K Buy
+8,078
New +$906K 0.02% 540

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

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

Ritholtz Wealth Management reduced its BOK Financial (BOKF) stake by 1% in Q2 2026, selling an estimated $4.49K and leaving 3,279 shares worth $455K. The position accounts for 0.01% of the portfolio, ranked #890.

Ritholtz Wealth Management first reported a position in BOKF in Q4 2025 and has held it in 3 quarters since. The position peaked at $957K in Q4 2025. 306 funds tracked by Wall St. Rank hold BOKF as of Q2 2026.

  • Ritholtz Wealth Management held 3,279 shares of BOK Financial worth $455K as of Q2 2026.
  • Ritholtz Wealth Management sold 34 BOK Financial shares in Q2 2026, an estimated $4.49K.
  • BOK Financial made up 0.01% of Ritholtz Wealth Management's portfolio in Q2 2026, its #890 holding.
  • Ritholtz Wealth Management first reported a position in BOK Financial in Q4 2025 and has held it in 3 quarters since.
  • Ritholtz Wealth Management's BOK Financial position peaked at $957K in Q4 2025.
  • 306 funds tracked by Wall St. Rank held BOK Financial as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.