Enterprise Financial Services Corp (EFSC)’s BOK Financial BOKF Stock Holding History

Enterprise Financial Services Corp (EFSC)’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
2021 Q3	–	Sell	-556	Closed	-$48K	–	502
2021 Q2	$48K	Hold	556	–	–	0.01%	389
2021 Q1	$50K	Hold	556	–	–	0.01%	401
2020 Q4	$38K	Hold	556	–	–	0.01%	431
2020 Q3	$29K	Hold	556	–	–	0.01%	482
2020 Q2	$31K	Buy	556 +538	+2,989%	+$27.5K	0.01%	460
2020 Q1	$1K	Hold	18	–	–	﹤0.01%	1119
2019 Q4	$2K	Hold	18	–	–	﹤0.01%	979
2019 Q3	$1K	Hold	18	–	–	﹤0.01%	1045
2019 Q2	$1K	Hold	18	–	–	﹤0.01%	1092
2019 Q1	$1K	Hold	18	–	–	﹤0.01%	1103
2018 Q4	$1K	Hold	18	–	–	﹤0.01%	886
2018 Q3	$2K	Hold	18	–	–	﹤0.01%	900
2018 Q2	$2K	Hold	18	–	–	﹤0.01%	845
2018 Q1	$2K	Hold	18	–	–	﹤0.01%	821
2017 Q4	$2K	Hold	18	–	–	﹤0.01%	800
2017 Q3	$2K	Hold	18	–	–	﹤0.01%	813
2017 Q2	$2K	Hold	18	–	–	﹤0.01%	819
2017 Q1	$1K	Hold	18	–	–	﹤0.01%	995
2016 Q4	$1K	Hold	18	–	–	﹤0.01%	988
2016 Q3	$1K	Hold	18	–	–	﹤0.01%	939
2016 Q2	$1K	Hold	18	–	–	﹤0.01%	918
2016 Q1	$1K	Hold	18	–	–	﹤0.01%	949
2015 Q4	$1K	Hold	18	–	–	﹤0.01%	1005
2015 Q3	$1K	Hold	18	–	–	﹤0.01%	983
2015 Q2	$1K	Hold	18	–	–	﹤0.01%	991
2015 Q1	$1K	Hold	18	–	–	﹤0.01%	1121
2014 Q4	$1K	Hold	18	–	–	﹤0.01%	1133
2014 Q3	$1K	Hold	18	–	–	﹤0.01%	1110
2014 Q2	$1K	Hold	18	–	–	﹤0.01%	1127
2014 Q1	$1K	Hold	18	–	–	﹤0.01%	1156
2013 Q4	$1K	Hold	18	–	–	﹤0.01%	1079
2013 Q3	$1K	Hold	18	–	–	﹤0.01%	1096
2013 Q2	$1K	Buy	+18	New	+$1.14K	﹤0.01%	940

Other funds holding BOKF

Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

GKFF

George Kaiser Family Foundation Tulsa, Oklahoma $883M AUM 21.04% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

CWM

CIBC World Markets New York $20.8B AUM

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

Enterprise Financial Services Corp (EFSC)'s BOKF Position: Q3 2021 in Review

Enterprise Financial Services Corp (EFSC) sold out of BOK Financial (BOKF) in Q3 2021, closing a stake of 556 shares — an estimated $48K sold.

Enterprise Financial Services Corp (EFSC) first reported a position in BOKF in Q2 2013 and held it in 33 quarters. The position peaked at $50K in Q1 2021. 190 funds tracked by Wall St. Rank hold BOKF as of Q3 2021.

Enterprise Financial Services Corp (EFSC) reported no remaining BOK Financial position as of Q3 2021 after selling out during the quarter.
Enterprise Financial Services Corp (EFSC) sold 556 BOK Financial shares in Q3 2021, an estimated $48K.
Enterprise Financial Services Corp (EFSC) first reported a position in BOK Financial in Q2 2013 and held it in 33 quarters.
Enterprise Financial Services Corp (EFSC)'s BOK Financial position peaked at $50K in Q1 2021.
190 funds tracked by Wall St. Rank held BOK Financial as of Q3 2021.

Based on Enterprise Financial Services Corp (EFSC)'s 13F filing for Q3 2021, filed 15 Nov 2021.