Capital Research Global Investors
BOKF icon

Capital Research Global Investors’s BOK Financial BOKF Stock Holding History

Capital Research Global Investors’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
2022
Q3 		– Sell
-692,457
Closed -$52.3M – 431
2022
Q2 		$52.3M Sell
692,457
-827,422
-54% -$69.8M 0.02% 324
2022
Q1 		$143M Sell
1,519,879
-1,569
-0.1% -$162K 0.04% 275
2021
Q4 		$160M Sell
1,521,448
-64
-0% -$6.57K 0.04% 268
2021
Q3 		$136M Buy
1,521,512
+1,036
+0.1% +$88.7K 0.03% 283
2021
Q2 		$132M Buy
1,520,476
+433,613
+40% +$38.7M 0.03% 278
2021
Q1 		$97.1M Buy
+1,086,863
New +$92.2M 0.02% 316

Other funds holding BOKF

GKFF
George Kaiser Family Foundation Tulsa, Oklahoma $1.04B AUM 36.93% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 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 $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CWM
CIBC World Markets New York $20.8B AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return

Capital Research Global Investors's BOKF Position: Q3 2022 in Review

Capital Research Global Investors sold out of BOK Financial (BOKF) in Q3 2022, closing a stake of 692,457 shares — an estimated $52.3M sold.

Capital Research Global Investors first reported a position in BOKF in Q1 2021 and held it in 6 quarters. The position peaked at $160M in Q4 2021. 190 funds tracked by Wall St. Rank hold BOKF as of Q3 2022.

  • Capital Research Global Investors reported no remaining BOK Financial position as of Q3 2022 after selling out during the quarter.
  • Capital Research Global Investors sold 692,457 BOK Financial shares in Q3 2022, an estimated $52.3M.
  • Capital Research Global Investors first reported a position in BOK Financial in Q1 2021 and held it in 6 quarters.
  • Capital Research Global Investors's BOK Financial position peaked at $160M in Q4 2021.
  • 190 funds tracked by Wall St. Rank held BOK Financial as of Q3 2022.

Based on Capital Research Global Investors's 13F filing for Q3 2022, filed 14 Nov 2022.