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Denali Advisors’s BOK Financial BOKF Stock Holding History

Denali 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
Q2 		– Sell
-87
Closed -$8K – 218
2024
Q1 		$8K Hold
87
– – ﹤0.01% 339
2023
Q4 		$7.45K Buy
87
+6
+7% +$453 ﹤0.01% 340
2023
Q3 		$6.48K Sell
81
-608
-88% -$51.4K ﹤0.01% 365
2023
Q2 		$55.7K Buy
689
+107
+18% +$8.82K 0.02% 288
2023
Q1 		$49.1K Buy
582
+524
+903% +$51.2K 0.02% 222
2022
Q4 		$6.02K Sell
58
-11
-16% -$1.11K ﹤0.01% 323
2022
Q3 		$6K Buy
69
+7
+11% +$606 ﹤0.01% 314
2022
Q2 		$5K Hold
62
– – ﹤0.01% 334
2022
Q1 		$6K Hold
62
– – ﹤0.01% 332
2021
Q4 		$7K Sell
62
-8
-11% -$821 ﹤0.01% 334
2021
Q3 		$6K Buy
70
+9
+15% +$770 ﹤0.01% 236
2021
Q2 		$5K Hold
61
– – ﹤0.01% 235
2021
Q1 		$5K Sell
61
-5
-8% -$424 ﹤0.01% 318
2020
Q4 		$5K Buy
+66
New +$4.25K ﹤0.01% 340
2016
Q4 		– Sell
-3,000
Closed -$207K – 284
2016
Q3 		$207K Sell
3,000
-27,200
-90% -$1.81M 0.03% 129
2016
Q2 		$1.89M Buy
30,200
+3,500
+13% +$208K 0.33% 76
2016
Q1 		$1.46M Buy
26,700
+8,800
+49% +$460K 0.32% 82
2015
Q4 		$1.07M Hold
17,900
– – 0.24% 90
2015
Q3 		$1.16M Sell
17,900
-20,700
-54% -$1.35M 0.27% 89
2015
Q2 		$2.69M Sell
38,600
-18,200
-32% -$1.19M 0.58% 58
2015
Q1 		$3.48M Sell
56,800
-1,600
-3% -$93.4K 0.8% 44
2014
Q4 		$3.51M Buy
58,400
+19,900
+52% +$1.29M 0.99% 43
2014
Q3 		$2.56M Hold
38,500
– – 0.74% 56
2014
Q2 		$2.56M Buy
38,500
+29,300
+318% +$1.92M 0.7% 57
2014
Q1 		$635K Hold
9,200
– – 0.18% 104
2013
Q4 		$610K Buy
9,200
+800
+10% +$50.6K 0.19% 101
2013
Q3 		$532K Buy
8,400
+1,200
+17% +$79K 0.18% 103
2013
Q2 		$461K Buy
+7,200
New +$457K 0.17% 109

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
BF
BOK Financial Tulsa, Oklahoma $6.54B AUM 25.41% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

Denali Advisors's BOKF Position: Q2 2024 in Review

Denali Advisors sold out of BOK Financial (BOKF) in Q2 2024, closing a stake of 87 shares — an estimated $8K sold.

Denali Advisors first reported a position in BOKF in Q2 2013 and held it in 28 quarters. The position peaked at $3.51M in Q4 2014. 218 funds tracked by Wall St. Rank hold BOKF as of Q2 2024.

  • Denali Advisors reported no remaining BOK Financial position as of Q2 2024 after selling out during the quarter.
  • Denali Advisors sold 87 BOK Financial shares in Q2 2024, an estimated $8K.
  • Denali Advisors first reported a position in BOK Financial in Q2 2013 and held it in 28 quarters.
  • Denali Advisors's BOK Financial position peaked at $3.51M in Q4 2014.
  • 218 funds tracked by Wall St. Rank held BOK Financial as of Q2 2024.

Based on Denali Advisors's 13F filing for Q2 2024, filed 9 Aug 2024.