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Elizabeth Park Capital Advisors’s BOK Financial BOKF Stock Holding History

Elizabeth Park Capital 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
2023
Q3 		– Sell
-40,003
Closed -$3.23M – 46
2023
Q2 		$3.23M Buy
40,003
+8,000
+25% +$659K 2.35% 13
2023
Q1 		$2.7M Sell
32,003
-8,545
-21% -$835K 1.74% 31
2022
Q4 		$4.21M Buy
+40,548
New +$4.11M 1.88% 23

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

Elizabeth Park Capital Advisors's BOKF Position: Q3 2023 in Review

Elizabeth Park Capital Advisors sold out of BOK Financial (BOKF) in Q3 2023, closing a stake of 40,003 shares — an estimated $3.23M sold.

Elizabeth Park Capital Advisors first reported a position in BOKF in Q4 2022 and held it in 3 quarters. The position peaked at $4.21M in Q4 2022. 202 funds tracked by Wall St. Rank hold BOKF as of Q3 2023.

  • Elizabeth Park Capital Advisors reported no remaining BOK Financial position as of Q3 2023 after selling out during the quarter.
  • Elizabeth Park Capital Advisors sold 40,003 BOK Financial shares in Q3 2023, an estimated $3.23M.
  • Elizabeth Park Capital Advisors first reported a position in BOK Financial in Q4 2022 and held it in 3 quarters.
  • Elizabeth Park Capital Advisors's BOK Financial position peaked at $4.21M in Q4 2022.
  • 202 funds tracked by Wall St. Rank held BOK Financial as of Q3 2023.

Based on Elizabeth Park Capital Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.