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AMG National Trust Bank’s BOK Financial BOKF Stock Holding History

AMG National Trust Bank’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
2023
Q2 		– Sell
-12,327
Closed -$1.04M – 441
2023
Q1 		$1.04M Buy
12,327
+1,009
+9% +$98.6K 0.04% 277
2022
Q4 		$1.17M Buy
11,318
+132
+1% +$13.4K 0.04% 238
2022
Q3 		$994K Buy
11,186
+91
+0.8% +$7.88K 0.04% 253
2022
Q2 		$839K Buy
+11,095
New +$936K 0.03% 283
2020
Q2 		– Sell
-15,329
Closed -$652K – 420
2020
Q1 		$652K Buy
15,329
+4,237
+38% +$299K 0.05% 149
2019
Q4 		$969K Buy
11,092
+131
+1% +$10.7K 0.05% 159
2019
Q3 		$868K Buy
10,961
+499
+5% +$39.1K 0.05% 162
2019
Q2 		$790K Buy
+10,462
New +$849K 0.05% 160

Other funds holding BOKF

GKFF
George Kaiser Family Foundation Tulsa, Oklahoma $883M AUM 21.04% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
CWM
CIBC World Markets New York $20.8B AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

AMG National Trust Bank's BOKF Position: Q2 2023 in Review

AMG National Trust Bank sold out of BOK Financial (BOKF) in Q2 2023, closing a stake of 12,327 shares — an estimated $1.04M sold.

AMG National Trust Bank first reported a position in BOKF in Q2 2019 and held it in 8 quarters. The position peaked at $1.17M in Q4 2022. 217 funds tracked by Wall St. Rank hold BOKF as of Q2 2023.

  • AMG National Trust Bank reported no remaining BOK Financial position as of Q2 2023 after selling out during the quarter.
  • AMG National Trust Bank sold 12,327 BOK Financial shares in Q2 2023, an estimated $1.04M.
  • AMG National Trust Bank first reported a position in BOK Financial in Q2 2019 and held it in 8 quarters.
  • AMG National Trust Bank's BOK Financial position peaked at $1.17M in Q4 2022.
  • 217 funds tracked by Wall St. Rank held BOK Financial as of Q2 2023.

Based on AMG National Trust Bank's 13F filing for Q2 2023, filed 3 Aug 2023.