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Cresset Asset Management’s BOK Financial BOKF Stock Holding History

Cresset Asset Management’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
-3,420
Closed -$358K – 1816
2024
Q3 		$358K Buy
3,420
+743
+28% +$74.8K ﹤0.01% 1714
2024
Q2 		$245K Buy
+2,677
New +$242K ﹤0.01% 1805
2024
Q1 		– Sell
-2,950
Closed -$253K – 1911
2023
Q4 		$253K Buy
2,950
+429
+17% +$32.4K ﹤0.01% 1578
2023
Q3 		$202K Buy
+2,521
New +$213K ﹤0.01% 1624

Other funds holding BOKF

GKFF
George Kaiser Family Foundation Tulsa, Oklahoma $883M AUM 21.04% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Cresset Asset Management's BOKF Position: Q4 2024 in Review

Cresset Asset Management sold out of BOK Financial (BOKF) in Q4 2024, closing a stake of 3,420 shares — an estimated $358K sold.

Cresset Asset Management first reported a position in BOKF in Q3 2023 and held it in 4 quarters. The position peaked at $358K in Q3 2024. 254 funds tracked by Wall St. Rank hold BOKF as of Q4 2024.

  • Cresset Asset Management reported no remaining BOK Financial position as of Q4 2024 after selling out during the quarter.
  • Cresset Asset Management sold 3,420 BOK Financial shares in Q4 2024, an estimated $358K.
  • Cresset Asset Management first reported a position in BOK Financial in Q3 2023 and held it in 4 quarters.
  • Cresset Asset Management's BOK Financial position peaked at $358K in Q3 2024.
  • 254 funds tracked by Wall St. Rank held BOK Financial as of Q4 2024.

Based on Cresset Asset Management's 13F filing for Q4 2024, filed 14 Feb 2025.