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BOK Financial’s Hyster-Yale Materials Handling HY Stock Holding History

BOK Financial’s Portfolio HY Stock Details HY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-200
Closed -$8.31K – 1229
2025
Q1 		$8.31K Hold
200
– – ﹤0.01% 995
2024
Q4 		$9.96K Hold
200
– – ﹤0.01% 969
2024
Q3 		$12.5K Buy
+200
New +$13K ﹤0.01% 974

Other funds holding HY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
V
ValueWorks New York $367M AUM 59.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

BOK Financial's HY Position: Q2 2025 in Review

BOK Financial sold out of Hyster-Yale Materials Handling (HY) in Q2 2025, closing a stake of 200 shares — an estimated $8.31K sold.

BOK Financial first reported a position in HY in Q3 2024 and held it in 3 quarters. The position peaked at $12.5K in Q3 2024. 161 funds tracked by Wall St. Rank hold HY as of Q2 2025.

  • BOK Financial reported no remaining Hyster-Yale Materials Handling position as of Q2 2025 after selling out during the quarter.
  • BOK Financial sold 200 Hyster-Yale Materials Handling shares in Q2 2025, an estimated $8.31K.
  • BOK Financial first reported a position in Hyster-Yale Materials Handling in Q3 2024 and held it in 3 quarters.
  • BOK Financial's Hyster-Yale Materials Handling position peaked at $12.5K in Q3 2024.
  • 161 funds tracked by Wall St. Rank held Hyster-Yale Materials Handling as of Q2 2025.

Based on BOK Financial's 13F filing for Q2 2025, filed 12 Aug 2025.