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Eagle Bay Advisors’s BOK Financial BOKF Stock Holding History

Eagle Bay 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
Q3 		– Hold
0
– – – 1352
2023
Q4 		– Sell
-1
Closed -$53 – 845
2023
Q3 		$53 Buy
+1
New +$85 ﹤0.01% 851
2023
Q1 		– Hold
0
– – – 924
2022
Q4 		– Hold
0
– – – 942
2022
Q2 		– Hold
0
– – – 1123
2022
Q1 		– Sell
-1
Closed -$1K – 385
2021
Q4 		$1K Hold
1
– – ﹤0.01% 980
2021
Q3 		$0 Hold
1
– – ﹤0.01% 1092
2021
Q2 		$1K Buy
+1
New +$89 ﹤0.01% 874

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
CWM
CIBC World Markets New York $20.8B AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Eagle Bay Advisors's BOKF Position: Q3 2024 in Review

Eagle Bay Advisors held its BOK Financial (BOKF) position steady in Q3 2024 at 0 shares worth $36. The position accounts for ﹤0.01% of the portfolio, ranked #1352.

Eagle Bay Advisors first reported a position in BOKF in Q2 2021 and has held it in 4 quarters since. The position peaked at $1K in Q4 2021. 233 funds tracked by Wall St. Rank hold BOKF as of Q3 2024.

  • Eagle Bay Advisors held 0 shares of BOK Financial worth $36 as of Q3 2024.
  • Eagle Bay Advisors left its BOK Financial share count unchanged in Q3 2024.
  • BOK Financial made up ﹤0.01% of Eagle Bay Advisors's portfolio in Q3 2024, its #1352 holding.
  • Eagle Bay Advisors first reported a position in BOK Financial in Q2 2021 and has held it in 4 quarters since.
  • Eagle Bay Advisors's BOK Financial position peaked at $1K in Q4 2021.
  • 233 funds tracked by Wall St. Rank held BOK Financial as of Q3 2024.

Based on Eagle Bay Advisors's 13F filing for Q3 2024, filed 22 Oct 2024.