EI
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Ethic Inc’s BOK Financial BOKF Stock Holding History

Ethic Inc’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
2025
Q1 		– Sell
-3,105
Closed -$331K – 1176
2024
Q4 		$331K Buy
+3,105
New +$347K 0.01% 918
2024
Q1 		– Sell
-5,360
Closed -$459K – 1087
2023
Q4 		$459K Buy
5,360
+1,487
+38% +$112K 0.01% 760
2023
Q3 		$310K Buy
3,873
+802
+26% +$67.9K 0.01% 796
2023
Q2 		$248K Buy
+3,071
New +$253K 0.01% 851

Other funds holding BOKF

GKFF
George Kaiser Family Foundation Tulsa, Oklahoma $883M AUM 21.04% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
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
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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Ethic Inc's BOKF Position: Q1 2025 in Review

Ethic Inc sold out of BOK Financial (BOKF) in Q1 2025, closing a stake of 3,105 shares — an estimated $331K sold.

Ethic Inc first reported a position in BOKF in Q2 2023 and held it in 4 quarters. The position peaked at $459K in Q4 2023. 242 funds tracked by Wall St. Rank hold BOKF as of Q1 2025.

  • Ethic Inc reported no remaining BOK Financial position as of Q1 2025 after selling out during the quarter.
  • Ethic Inc sold 3,105 BOK Financial shares in Q1 2025, an estimated $331K.
  • Ethic Inc first reported a position in BOK Financial in Q2 2023 and held it in 4 quarters.
  • Ethic Inc's BOK Financial position peaked at $459K in Q4 2023.
  • 242 funds tracked by Wall St. Rank held BOK Financial as of Q1 2025.

Based on Ethic Inc's 13F filing for Q1 2025, filed 13 May 2025.