Root Financial Partners
BOKF icon

Root Financial Partners’s BOK Financial BOKF Stock Holding History

Root Financial Partners’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
Q3 		$55.4K Buy
+438
New +$60.7K ﹤0.01% 1030
2026
Q2 		– Sell
-367
Closed -$47K – 786
2026
Q1 		$47K Buy
367
+132
+56% +$17K ﹤0.01% 897
2025
Q4 		$27.8K Buy
235
+33
+16% +$3.7K ﹤0.01% 993
2025
Q3 		$22.5K Buy
+202
New +$21.6K ﹤0.01% 1056

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Ariel Investments
Ariel Investments Chicago, Illinois $9.6B AUM 22.21% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Mount Yale Investment Advisors
Mount Yale Investment Advisors Denver, Colorado $5.96B AUM 22.06% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
CIBC Bancorp USA
CIBC Bancorp USA Chicago, Illinois $79.9B AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Root Financial Partners's BOKF Position: Q3 2026 in Review

Root Financial Partners opened a new position in BOK Financial (BOKF) in Q3 2026: 438 shares worth $55.4K. The stake represents ﹤0.01% of the portfolio and ranks #1030 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in BOKF as recently as Q1 2026.

Root Financial Partners first reported a position in BOKF in Q3 2025 and has held it in 4 quarters since. 244 funds tracked by Wall St. Rank hold BOKF as of Q3 2026.

  • Root Financial Partners held 438 shares of BOK Financial worth $55.4K as of Q3 2026.
  • BOK Financial was a new Root Financial Partners position in Q3 2026.
  • BOK Financial made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1030 holding.
  • Root Financial Partners first reported a position in BOK Financial in Q3 2025 and has held it in 4 quarters since.
  • 244 funds tracked by Wall St. Rank held BOK Financial as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.