Aviva’s BOK Financial BOKF Stock Holding History

Aviva’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	-4,875	Closed	-$411K	–	973
2023 Q1	$411K	Sell	4,875 -4,909	-50%	-$480K	﹤0.01%	944
2022 Q4	$1.02M	Sell	9,784 -7,926	-45%	-$804K	0.01%	809
2022 Q3	$1.57M	Buy	+17,710	New	+$1.53M	0.01%	755

Other funds holding BOKF

GKFF

George Kaiser Family Foundation Tulsa, Oklahoma $883M AUM 21.04% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

CWM

CIBC World Markets New York $20.8B AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Aviva's BOKF Position: Q2 2023 in Review

Aviva sold out of BOK Financial (BOKF) in Q2 2023, closing a stake of 4,875 shares — an estimated $411K sold.

Aviva first reported a position in BOKF in Q3 2022 and held it in 3 quarters. The position peaked at $1.57M in Q3 2022. 217 funds tracked by Wall St. Rank hold BOKF as of Q2 2023.

Aviva reported no remaining BOK Financial position as of Q2 2023 after selling out during the quarter.
Aviva sold 4,875 BOK Financial shares in Q2 2023, an estimated $411K.
Aviva first reported a position in BOK Financial in Q3 2022 and held it in 3 quarters.
Aviva's BOK Financial position peaked at $1.57M in Q3 2022.
217 funds tracked by Wall St. Rank held BOK Financial as of Q2 2023.

Based on Aviva's 13F filing for Q2 2023, filed 10 Aug 2023.