Position in BOKF
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$69,440
+$5,410 QoQ
Shares Held
500
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#222
of 302 holders
Holding Since
Jun 2024
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BOKF Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Olistico Wealth, LLC holds $436,207 across 7 Banks - Regional names. BOKF ranks #2 (15.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PB |
Prosperity Bancshares Inc
|
2,872 | $209,742 | |
| 2 | BOKF |
Bok Financial Corp
This page
|
500 | $69,440 | |
| 3 | USB |
US Bancorp \De\
|
1,000 | $60,400 | |
| 4 | FFIN |
First Financial Bankshares Inc
|
989 | $34,219 | |
| 5 | FITB |
Fifth Third Bancorp
|
453 | $25,535 | |
| 6 | RF |
Regions Financial Corp
|
726 | $21,925 | |
| 7 | TFC |
Truist Financial Corp
|
300 | $14,946 |
All Filings in BOKF
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $69,440 | 500 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $64,030 | 500 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $59,230 | 500 | Shares | Sole | 2026-01-13 | |
| 2025-06-30 | $48,815 | 500 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $52,075 | 500 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $53,225 | 500 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $52,310 | 500 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $45,820 | 500 | Shares | Sole | 2024-07-09 | |
| No filing history on record for this holder in this stock. | ||||||