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Colonial Trust Advisors’s BOK Financial BOKF Stock Holding History

Colonial Trust 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
2025
Q1 		– Sell
-64
Closed -$6.81K – 678
2024
Q4 		$6.81K Hold
64
– – ﹤0.01% 532
2024
Q3 		$6.7K Hold
64
– – ﹤0.01% 592
2024
Q2 		$5.87K Hold
64
– – ﹤0.01% 591
2024
Q1 		$5.89K Hold
64
– – ﹤0.01% 677
2023
Q4 		$5.48K Hold
64
– – ﹤0.01% 598
2023
Q3 		$5.12K Hold
64
– – ﹤0.01% 602
2023
Q2 		$5.17K Hold
64
– – ﹤0.01% 624
2023
Q1 		$5.4K Hold
64
– – ﹤0.01% 608
2022
Q4 		$6.64K Buy
+64
New +$6.49K ﹤0.01% 578

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

Colonial Trust Advisors's BOKF Position: Q1 2025 in Review

Colonial Trust Advisors sold out of BOK Financial (BOKF) in Q1 2025, closing a stake of 64 shares — an estimated $6.81K sold.

Colonial Trust Advisors first reported a position in BOKF in Q4 2022 and held it in 9 quarters. The position peaked at $6.81K in Q4 2024. 242 funds tracked by Wall St. Rank hold BOKF as of Q1 2025.

  • Colonial Trust Advisors reported no remaining BOK Financial position as of Q1 2025 after selling out during the quarter.
  • Colonial Trust Advisors sold 64 BOK Financial shares in Q1 2025, an estimated $6.81K.
  • Colonial Trust Advisors first reported a position in BOK Financial in Q4 2022 and held it in 9 quarters.
  • Colonial Trust Advisors's BOK Financial position peaked at $6.81K in Q4 2024.
  • 242 funds tracked by Wall St. Rank held BOK Financial as of Q1 2025.

Based on Colonial Trust Advisors's 13F filing for Q1 2025, filed 14 May 2025.