Connor, Clark & Lunn Investment Management (CC&L)’s BOK Financial BOKF Stock Holding History

Connor, Clark & Lunn Investment Management (CC&L)’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 Q4	–	Sell	-3,014	Closed	-$336K	–	1551
2025 Q3	$336K	Sell	3,014 -13,743	-82%	-$1.47M	﹤0.01%	1341
2025 Q2	$1.64M	Buy	16,757 +5,650	+51%	+$532K	0.01%	916
2025 Q1	$1.16M	Sell	11,107 -562	-5%	-$60.4K	0.01%	900
2024 Q4	$1.24M	Buy	+11,669	New	+$1.3M	0.01%	860
2024 Q3	–	Sell	-2,604	Closed	-$239K	–	1450
2024 Q2	$239K	Sell	2,604 -4,187	-62%	-$378K	﹤0.01%	1229
2024 Q1	$625K	Buy	+6,791	New	+$576K	﹤0.01%	1042

Other funds holding BOKF

GKFF

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

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

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

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

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

CWM

CIBC World Markets New York $20.8B AUM

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

FGP

Freestone Grove Partners San Francisco, California $14.2B AUM 24.58% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L)'s BOKF Position: Q4 2025 in Review

Connor, Clark & Lunn Investment Management (CC&L) sold out of BOK Financial (BOKF) in Q4 2025, closing a stake of 3,014 shares — an estimated $336K sold.

Connor, Clark & Lunn Investment Management (CC&L) first reported a position in BOKF in Q1 2024 and held it in 6 quarters. The position peaked at $1.64M in Q2 2025. 251 funds tracked by Wall St. Rank hold BOKF as of Q4 2025.

Connor, Clark & Lunn Investment Management (CC&L) reported no remaining BOK Financial position as of Q4 2025 after selling out during the quarter.
Connor, Clark & Lunn Investment Management (CC&L) sold 3,014 BOK Financial shares in Q4 2025, an estimated $336K.
Connor, Clark & Lunn Investment Management (CC&L) first reported a position in BOK Financial in Q1 2024 and held it in 6 quarters.
Connor, Clark & Lunn Investment Management (CC&L)'s BOK Financial position peaked at $1.64M in Q2 2025.
251 funds tracked by Wall St. Rank held BOK Financial as of Q4 2025.

Based on Connor, Clark & Lunn Investment Management (CC&L)'s 13F filing for Q4 2025, filed 10 Feb 2026.