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Berman Capital Advisors’s BOK Financial BOKF Stock Holding History

Berman Capital Advisors’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
2021
Q3 		$32K Buy
358
+114
+47% +$9.76K 0.01% 839
2021
Q2 		$21K Hold
244
– – ﹤0.01% 879
2021
Q1 		$21K Buy
244
+1
+0.4% +$85 ﹤0.01% 763
2020
Q4 		$16K Hold
243
– – ﹤0.01% 730
2020
Q3 		$12K Buy
243
+32
+15% +$1.76K ﹤0.01% 735
2020
Q2 		$11K Sell
211
-70
-25% -$3.58K ﹤0.01% 713
2020
Q1 		$11K Buy
281
+147
+110% +$10.4K ﹤0.01% 635
2019
Q4 		$11K Hold
134
– – ﹤0.01% 693
2019
Q3 		$10K Hold
134
– – ﹤0.01% 702
2019
Q2 		$10K Buy
+134
New +$10.9K ﹤0.01% 711

Other funds holding BOKF

AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 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
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

Berman Capital Advisors's BOKF Position: Q3 2021 in Review

Berman Capital Advisors increased its BOK Financial (BOKF) stake by 47% in Q3 2021, buying an estimated $9.76K and bringing the position to 358 shares worth $32K. The position accounts for 0.01% of the portfolio, ranked #839.

Berman Capital Advisors first reported a position in BOKF in Q2 2019 and has held it in 10 quarters since. 190 funds tracked by Wall St. Rank hold BOKF as of Q3 2021.

  • Berman Capital Advisors held 358 shares of BOK Financial worth $32K as of Q3 2021.
  • Berman Capital Advisors bought 114 BOK Financial shares in Q3 2021, an estimated $9.76K.
  • BOK Financial made up 0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #839 holding.
  • Berman Capital Advisors first reported a position in BOK Financial in Q2 2019 and has held it in 10 quarters since.
  • 190 funds tracked by Wall St. Rank held BOK Financial as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.