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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
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 $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

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

Ritholtz Wealth Management reduced its BOK Financial (BOKF) stake by 59% in Q1 2026, selling an estimated $612K and leaving 3,313 shares worth $424K. The position accounts for 0.01% of the portfolio, ranked #844.

Ritholtz Wealth Management first reported a position in BOKF in Q4 2025 and has held it in 2 quarters since. The position peaked at $957K in Q4 2025. 287 funds tracked by Wall St. Rank hold BOKF as of Q1 2026.

  • Ritholtz Wealth Management held 3,313 shares of BOK Financial worth $424K as of Q1 2026.
  • Ritholtz Wealth Management sold 4,765 BOK Financial shares in Q1 2026, an estimated $612K.
  • BOK Financial made up 0.01% of Ritholtz Wealth Management's portfolio in Q1 2026, its #844 holding.
  • Ritholtz Wealth Management first reported a position in BOK Financial in Q4 2025 and has held it in 2 quarters since.
  • Ritholtz Wealth Management's BOK Financial position peaked at $957K in Q4 2025.
  • 287 funds tracked by Wall St. Rank held BOK Financial as of Q1 2026.

Based on Ritholtz Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.