BF
LRFC

BOK Financial’s Logan Ridge Finance Corp LRFC Stock Holding History

BOK Financial’s Portfolio LRFC Stock Details LRFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-51
Closed -$1.22K – 1342
2024
Q4 		$1.22K Hold
51
– – ﹤0.01% 1181
2024
Q3 		$1.23K Buy
+51
New +$1.14K ﹤0.01% 1167

Other funds holding LRFC

BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
RP
Repertoire Partners New York $143M AUM 28.83% 1-Year Est. Return
DWM
Dakota Wealth Management Palm Beach Gardens, Florida $4.62B AUM 33.09% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LWANC
Laurel Wealth Advisors (North Carolina) Charlotte, North Carolina $1.03B AUM 16.54% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BOK Financial's LRFC Position: Q1 2025 in Review

BOK Financial sold out of Logan Ridge Finance Corp (LRFC) in Q1 2025, closing a stake of 51 shares — an estimated $1.22K sold.

BOK Financial first reported a position in LRFC in Q3 2024 and held it in 2 quarters. The position peaked at $1.23K in Q3 2024. 10 funds tracked by Wall St. Rank hold LRFC as of Q1 2025.

  • BOK Financial reported no remaining Logan Ridge Finance Corp position as of Q1 2025 after selling out during the quarter.
  • BOK Financial sold 51 Logan Ridge Finance Corp shares in Q1 2025, an estimated $1.22K.
  • BOK Financial first reported a position in Logan Ridge Finance Corp in Q3 2024 and held it in 2 quarters.
  • BOK Financial's Logan Ridge Finance Corp position peaked at $1.23K in Q3 2024.
  • 10 funds tracked by Wall St. Rank held Logan Ridge Finance Corp as of Q1 2025.

Based on BOK Financial's 13F filing for Q1 2025, filed 13 May 2025.