BOKF — Bok Finl Corp Com New Institutional Holders · Q3 2026
Who owns Bok Finl Corp Com New (BOKF)? 15 institutions reported holding $2.59M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Galvin, Gaustad & Stein, LLC ($1.4M), CX Institutional ($607,000), GAMMA Investing LLC ($217,914).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Galvin, Gaustad & Stein, LLC | $1.4M | 10,815 | Hold |
| 2 | CX Institutional | $607,000 | 4,800 | Trimmed |
| 3 | GAMMA Investing LLC | $217,914 | 1,724 | Added |
| 4 | Wealth Enhancement Trust Services, Inc. | $171,651 | 1,358 | Hold |
| 5 | Farther Finance Advisors, LLC | $90,294 | 714 | Added |
| 6 | Olistico Wealth, LLC | $63,200 | 500 | Hold |
| 7 | Versant Capital Management, Inc | $48,790 | 386 | Added |
| 8 | ELEVATION WEALTH PARTNERS, LLC | $11,376 | 90 | Hold |
| 9 | Marquette Asset Management, LLC | $6,320 | 50 | Hold |
| 10 | GoalVest Advisory LLC | $1,517 | 12 | New |
| 11 | CoreCap Advisors, LLC | $758 | 6 | Hold |
| 12 | Planning Strategies Inc. | $126 | 1 | New |
| 13 | REINHART PARTNERS, LLC. | $0 | 0 | Exited |
| 14 | MassMutual Private Wealth & Trust, FSB | $0 | 0 | Exited |
| 15 | Legacy Wealth Asset Management, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-09-30