CP
BOKF icon

Castleview Partners’s BOK Financial BOKF Stock Holding History

Castleview Partners’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
Q1 		– Sell
-166
Closed -$17.7K – 226
2024
Q4 		$17.7K Buy
166
+9
+6% +$1K 0.01% 484
2024
Q3 		$16.4K Buy
157
+47
+43% +$4.73K 0.01% 475
2024
Q2 		$10.1K Buy
110
+43
+64% +$3.88K 0.01% 520
2024
Q1 		$6.16K Buy
67
+28
+72% +$2.37K ﹤0.01% 594
2023
Q4 		$3.34K Buy
+39
New +$2.94K ﹤0.01% 636

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
CWM
CIBC World Markets New York $20.8B AUM
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Castleview Partners's BOKF Position: Q1 2025 in Review

Castleview Partners sold out of BOK Financial (BOKF) in Q1 2025, closing a stake of 166 shares — an estimated $17.7K sold.

Castleview Partners first reported a position in BOKF in Q4 2023 and held it in 5 quarters. The position peaked at $17.7K in Q4 2024. 242 funds tracked by Wall St. Rank hold BOKF as of Q1 2025.

  • Castleview Partners reported no remaining BOK Financial position as of Q1 2025 after selling out during the quarter.
  • Castleview Partners sold 166 BOK Financial shares in Q1 2025, an estimated $17.7K.
  • Castleview Partners first reported a position in BOK Financial in Q4 2023 and held it in 5 quarters.
  • Castleview Partners's BOK Financial position peaked at $17.7K in Q4 2024.
  • 242 funds tracked by Wall St. Rank held BOK Financial as of Q1 2025.

Based on Castleview Partners's 13F filing for Q1 2025, filed 22 Apr 2025.