BFG
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Bleakley Financial Group’s BOK Financial BOKF Stock Holding History

Bleakley Financial Group’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
Q1 		– Sell
-3,010
Closed -$320K – 568
2024
Q4 		$320K Sell
3,010
-3
-0.1% -$335 0.01% 775
2024
Q3 		$315K Buy
3,013
+724
+32% +$72.9K 0.01% 750
2024
Q2 		$210K Buy
+2,289
New +$207K 0.01% 882

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
CWM
CIBC World Markets New York $20.8B AUM
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Bleakley Financial Group's BOKF Position: Q1 2025 in Review

Bleakley Financial Group sold out of BOK Financial (BOKF) in Q1 2025, closing a stake of 3,010 shares — an estimated $320K sold.

Bleakley Financial Group first reported a position in BOKF in Q2 2024 and held it in 3 quarters. The position peaked at $320K in Q4 2024. 242 funds tracked by Wall St. Rank hold BOKF as of Q1 2025.

  • Bleakley Financial Group reported no remaining BOK Financial position as of Q1 2025 after selling out during the quarter.
  • Bleakley Financial Group sold 3,010 BOK Financial shares in Q1 2025, an estimated $320K.
  • Bleakley Financial Group first reported a position in BOK Financial in Q2 2024 and held it in 3 quarters.
  • Bleakley Financial Group's BOK Financial position peaked at $320K in Q4 2024.
  • 242 funds tracked by Wall St. Rank held BOK Financial as of Q1 2025.

Based on Bleakley Financial Group's 13F filing for Q1 2025, filed 1 May 2025.