DI
BOKF icon

Disciplined Investments’s BOK Financial BOKF Stock Holding History

Disciplined Investments’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
2023
Q3 		– Sell
-15
Closed -$1.21K – 292
2023
Q2 		$1.21K Buy
15
+1
+7% +$82 ﹤0.01% 878
2023
Q1 		$1.18K Sell
14
-5
-26% -$489 ﹤0.01% 887
2022
Q4 		$1.97K Hold
19
– – ﹤0.01% 626
2022
Q3 		$2K Sell
19
-7
-27% -$606 ﹤0.01% 584
2022
Q2 		$2K Sell
26
-7
-21% -$590 ﹤0.01% 612
2022
Q1 		$3K Buy
33
+16
+94% +$1.65K ﹤0.01% 544
2021
Q4 		$2K Hold
17
– – ﹤0.01% 433
2021
Q3 		$2K Hold
17
– – ﹤0.01% 385
2021
Q2 		$1K Hold
17
– – ﹤0.01% 398
2021
Q1 		$2K Buy
+17
New +$1.44K ﹤0.01% 326
2020
Q2 		– Sell
-17
Closed -$1K – 406
2020
Q1 		$1K Buy
+17
New +$1.2K ﹤0.01% 381

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
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Disciplined Investments's BOKF Position: Q3 2023 in Review

Disciplined Investments sold out of BOK Financial (BOKF) in Q3 2023, closing a stake of 15 shares — an estimated $1.21K sold.

Disciplined Investments first reported a position in BOKF in Q1 2020 and held it in 11 quarters. The position peaked at $3K in Q1 2022. 202 funds tracked by Wall St. Rank hold BOKF as of Q3 2023.

  • Disciplined Investments reported no remaining BOK Financial position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 15 BOK Financial shares in Q3 2023, an estimated $1.21K.
  • Disciplined Investments first reported a position in BOK Financial in Q1 2020 and held it in 11 quarters.
  • Disciplined Investments's BOK Financial position peaked at $3K in Q1 2022.
  • 202 funds tracked by Wall St. Rank held BOK Financial as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.