BOK Financial’s Avis CAR Stock Holding History

BOK Financial’s Portfolio CAR Stock Details CAR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-100	Closed	-$16.1K	–	1028
2025 Q3	$16.1K	Buy	+100	New	+$16.9K	﹤0.01%	976
2025 Q1	–	Sell	-3,451	Closed	-$292K	–	1293
2024 Q4	$292K	Sell	3,451 -102	-3%	-$9.3K	﹤0.01%	652
2024 Q3	$298K	Sell	3,553 -596	-14%	-$53.8K	0.01%	655
2024 Q2	$434K	Sell	4,149 -283	-6%	-$31.7K	0.01%	628
2024 Q1	$557K	Buy	4,432 +39	+0.9%	+$5.38K	0.01%	564
2023 Q4	$779K	Sell	4,393 -73	-2%	-$13.3K	0.02%	495
2023 Q3	$727K	Sell	4,466 -7	-0.2%	-$1.52K	0.02%	489
2023 Q2	$1.02M	Buy	+4,473	New	+$820K	0.02%	456
2017 Q3	–	Sell	-28,961	Closed	-$790K	–	1138
2017 Q2	$790K	Sell	28,961 -650	-2%	-$16.7K	0.02%	528
2017 Q1	$876K	Buy	29,611 +20,260	+217%	+$703K	0.03%	517
2016 Q4	$343K	Sell	9,351 -20	-0.2%	-$724	0.01%	727
2016 Q3	$321K	Sell	9,371 -73	-0.8%	-$2.64K	0.01%	743
2016 Q2	$305K	Buy	+9,444	New	+$261K	0.01%	714
2016 Q1	–	Sell	-16,842	Closed	-$611K	–	848
2015 Q4	$611K	Buy	+16,842	New	+$709K	0.02%	534

Other funds holding CAR

SRS Investment Management New York $9.47B AUM 60.12% 1-Year Est. Return

Pentwater Capital Management Naples, Florida $14.1B AUM 58.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HSBC Holdings London, United Kingdom $168B AUM 27.2% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

National Bank of Canada

National Bank of Canada Montreal, Quebec, Canada $97.7B AUM 31.26% 1-Year Est. Return

ING Group Amsterdam, Netherlands $16.4B AUM 34.6% 1-Year Est. Return