Fourthstone LLC’s BOK Financial BOKF Stock Holding History

Fourthstone LLC’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 Q4	–	Sell	-108,317	Closed	-$8.66M	–	69
2023 Q3	$8.66M	Buy	+108,317	New	+$9.17M	1.97%	18

Other funds holding BOKF

GKFF

George Kaiser Family Foundation Tulsa, Oklahoma $1.04B AUM 36.93% 1-Year Est. Return

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

Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

CWM

CIBC World Markets New York $20.8B AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return

BOK Financial Tulsa, Oklahoma $7.25B AUM 33.76% 1-Year Est. Return

Fourthstone LLC's BOKF Position: Q4 2023 in Review

Fourthstone LLC sold out of BOK Financial (BOKF) in Q4 2023, closing a stake of 108,317 shares — an estimated $8.66M sold.

Fourthstone LLC first reported a position in BOKF in Q3 2023 and held it in 1 quarter. The position peaked at $8.66M in Q3 2023. 197 funds tracked by Wall St. Rank hold BOKF as of Q4 2023.

Fourthstone LLC reported no remaining BOK Financial position as of Q4 2023 after selling out during the quarter.
Fourthstone LLC sold 108,317 BOK Financial shares in Q4 2023, an estimated $8.66M.
Fourthstone LLC first reported a position in BOK Financial in Q3 2023 and held it in 1 quarter.
Fourthstone LLC's BOK Financial position peaked at $8.66M in Q3 2023.
197 funds tracked by Wall St. Rank held BOK Financial as of Q4 2023.

Based on Fourthstone LLC's 13F filing for Q4 2023, filed 14 Feb 2024.