Federated Hermes
BOKF icon

Federated Hermes’s BOK Financial BOKF Stock Holding History

Federated Hermes’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
-101
Closed -$8.16K – 2107
2023
Q2 		$8.16K Buy
+101
New +$8.32K ﹤0.01% 1864
2019
Q4 		– Sell
-9
Closed -$1K – 2213
2019
Q3 		$1K Sell
9
-30
-77% -$2.35K ﹤0.01% 2078
2019
Q2 		$3K Hold
39
– – ﹤0.01% 2040
2019
Q1 		$3K Hold
39
– – ﹤0.01% 2025
2018
Q4 		$3K Buy
+39
New +$3.31K ﹤0.01% 2037

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

Federated Hermes's BOKF Position: Q3 2023 in Review

Federated Hermes sold out of BOK Financial (BOKF) in Q3 2023, closing a stake of 101 shares — an estimated $8.16K sold.

Federated Hermes first reported a position in BOKF in Q4 2018 and held it in 5 quarters. The position peaked at $8.16K in Q2 2023. 202 funds tracked by Wall St. Rank hold BOKF as of Q3 2023.

  • Federated Hermes reported no remaining BOK Financial position as of Q3 2023 after selling out during the quarter.
  • Federated Hermes sold 101 BOK Financial shares in Q3 2023, an estimated $8.16K.
  • Federated Hermes first reported a position in BOK Financial in Q4 2018 and held it in 5 quarters.
  • Federated Hermes's BOK Financial position peaked at $8.16K in Q2 2023.
  • 202 funds tracked by Wall St. Rank held BOK Financial as of Q3 2023.

Based on Federated Hermes's 13F filing for Q3 2023, filed 13 Nov 2023.