AG
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Algert Global’s BOK Financial BOKF Stock Holding History

Algert Global’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
2025
Q3 		– Sell
-31,865
Closed -$3.11M – 1143
2025
Q2 		$3.11M Hold
31,865
– – 0.07% 484
2025
Q1 		$3.32M Hold
31,865
– – 0.08% 420
2024
Q4 		$3.39M Buy
31,865
+5,272
+20% +$589K 0.08% 420
2024
Q3 		$2.78M Sell
26,593
-16,680
-39% -$1.68M 0.07% 448
2024
Q2 		$3.97M Sell
43,273
-1,079
-2% -$97.5K 0.13% 241
2024
Q1 		$4.08M Hold
44,352
– – 0.16% 216
2023
Q4 		$3.8M Buy
44,352
+3,830
+9% +$289K 0.15% 216
2023
Q3 		$3.24M Sell
40,522
-3,930
-9% -$333K 0.15% 210
2023
Q2 		$3.59M Sell
44,452
-2,355
-5% -$194K 0.16% 191
2023
Q1 		$3.95M Buy
46,807
+3,523
+8% +$344K 0.19% 145
2022
Q4 		$4.49M Buy
43,284
+9,090
+27% +$922K 0.25% 97
2022
Q3 		$3.04M Buy
+34,194
New +$2.96M 0.18% 151

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
CBU
CIBC Bancorp USA Chicago, Illinois $74.4B AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Algert Global's BOKF Position: Q3 2025 in Review

Algert Global sold out of BOK Financial (BOKF) in Q3 2025, closing a stake of 31,865 shares — an estimated $3.11M sold.

Algert Global first reported a position in BOKF in Q3 2022 and held it in 12 quarters. The position peaked at $4.49M in Q4 2022. 250 funds tracked by Wall St. Rank hold BOKF as of Q3 2025.

  • Algert Global reported no remaining BOK Financial position as of Q3 2025 after selling out during the quarter.
  • Algert Global sold 31,865 BOK Financial shares in Q3 2025, an estimated $3.11M.
  • Algert Global first reported a position in BOK Financial in Q3 2022 and held it in 12 quarters.
  • Algert Global's BOK Financial position peaked at $4.49M in Q4 2022.
  • 250 funds tracked by Wall St. Rank held BOK Financial as of Q3 2025.

Based on Algert Global's 13F filing for Q3 2025, filed 14 Nov 2025.