Position in BOKF
as of Mar 31, 2026
· filed Apr 17, 2026
Position Value
$647,471
-$49,073 QoQ
Shares Held
5,056
-14.0% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2021
19 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BOKF Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026Elk River Wealth Management LLC holds $7,862,343 across 4 Banks - Regional names. BOKF ranks #2 (8.2% of the industry book) .
All Filings in BOKF
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $647,471 | 5,056 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $696,544 | 5,880 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $601,998 | 5,402 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $619,852 | 6,349 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $588,759 | 5,653 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $601,761 | 5,653 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $637,554 | 6,094 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $837,772 | 9,142 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $735,816 | 7,998 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $711,151 | 8,303 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $496,595 | 6,209 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $529,916 | 6,560 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $553,729 | 6,560 | Shares | Sole | 2023-04-12 | |
| 2022-12-31 | $628,967 | 6,060 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $470,513 | 5,295 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $327,866 | 4,338 | Shares | Sole | 2022-07-12 | |
| 2022-03-31 | $306,089 | 3,258 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $273,641 | 2,594 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $220,472 | 2,462 | Shares | Sole | 2021-11-15 | |
| No filing history on record for this holder in this stock. | ||||||