Claris Advisors’s BOK Financial BOKF Stock Holding History

Claris Advisors’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
2024 Q4	–	Sell	-4	Closed	-$418	–	219
2024 Q3	$418	Buy	+4	New	+$403	﹤0.01%	726

Other funds holding BOKF

GKFF

George Kaiser Family Foundation Tulsa, Oklahoma $883M AUM 21.04% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

CWM

CIBC World Markets New York $20.8B AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Claris Advisors's BOKF Position: Q4 2024 in Review

Claris Advisors sold out of BOK Financial (BOKF) in Q4 2024, closing a stake of 4 shares — an estimated $418 sold.

Claris Advisors first reported a position in BOKF in Q3 2024 and held it in 1 quarter. The position peaked at $418 in Q3 2024. 254 funds tracked by Wall St. Rank hold BOKF as of Q4 2024.

Claris Advisors reported no remaining BOK Financial position as of Q4 2024 after selling out during the quarter.
Claris Advisors sold 4 BOK Financial shares in Q4 2024, an estimated $418.
Claris Advisors first reported a position in BOK Financial in Q3 2024 and held it in 1 quarter.
Claris Advisors's BOK Financial position peaked at $418 in Q3 2024.
254 funds tracked by Wall St. Rank held BOK Financial as of Q4 2024.

Based on Claris Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.