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Carlson Capital’s BOK Financial BOKF Stock Holding History

Carlson Capital’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
Q3 		– Sell
-7,900
Closed -$771K – 67
2025
Q2 		$771K Buy
7,900
+2,300
+41% +$216K 0.32% 31
2025
Q1 		$583K Sell
5,600
-4,700
-46% -$505K 0.23% 24
2024
Q4 		$1.1M Buy
+10,300
New +$1.15M 0.65% 11
2019
Q1 		– Sell
-78,926
Closed -$5.79M – 252
2018
Q4 		$5.79M Sell
78,926
-36,349
-32% -$3.08M 0.09% 222
2018
Q3 		$11.2M Buy
+115,275
New +$11.5M 0.14% 169

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
CBU
CIBC Bancorp USA Chicago, Illinois $74.4B AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Carlson Capital's BOKF Position: Q3 2025 in Review

Carlson Capital sold out of BOK Financial (BOKF) in Q3 2025, closing a stake of 7,900 shares — an estimated $771K sold.

Carlson Capital first reported a position in BOKF in Q3 2018 and held it in 5 quarters. The position peaked at $11.2M in Q3 2018. 250 funds tracked by Wall St. Rank hold BOKF as of Q3 2025.

  • Carlson Capital reported no remaining BOK Financial position as of Q3 2025 after selling out during the quarter.
  • Carlson Capital sold 7,900 BOK Financial shares in Q3 2025, an estimated $771K.
  • Carlson Capital first reported a position in BOK Financial in Q3 2018 and held it in 5 quarters.
  • Carlson Capital's BOK Financial position peaked at $11.2M in Q3 2018.
  • 250 funds tracked by Wall St. Rank held BOK Financial as of Q3 2025.

Based on Carlson Capital's 13F filing for Q3 2025, filed 5 Nov 2025.