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Gillson Capital’s BOK Financial BOKF Stock Holding History

Gillson Capital’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
-208,950
Closed -$16.7M – 66
2023
Q3 		$16.7M Buy
208,950
+62,583
+43% +$5.3M 1.24% 29
2023
Q2 		$11.8M Buy
146,367
+87,252
+148% +$7.19M 1.04% 36
2023
Q1 		$4.99M Sell
59,115
-59,733
-50% -$5.84M 0.41% 63
2022
Q4 		$12.3M Sell
118,848
-15,636
-12% -$1.59M 0.93% 40
2022
Q3 		$11.9M Buy
+134,484
New +$11.6M 1.1% 32
2019
Q2 		– Sell
-158,681
Closed -$12.9M – 86
2019
Q1 		$12.9M Buy
158,681
+41,698
+36% +$3.5M 1.67% 30
2018
Q4 		$8.58M Buy
116,983
+16,154
+16% +$1.37M 1.17% 38
2018
Q3 		$9.81M Buy
+100,829
New +$10.1M 1.27% 33
2018
Q2 		– Sell
-94,215
Closed -$9.33M – 56
2018
Q1 		$9.33M Buy
94,215
+5,589
+6% +$539K 1.64% 29
2017
Q4 		$8.18M Buy
88,626
+31,395
+55% +$2.77M 1.38% 28
2017
Q3 		$5.1M Buy
+57,231
New +$4.77M 1% 35

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
BF
BOK Financial Tulsa, Oklahoma $6.54B AUM 25.41% 1-Year Est. Return

Gillson Capital's BOKF Position: Q4 2023 in Review

Gillson Capital sold out of BOK Financial (BOKF) in Q4 2023, closing a stake of 208,950 shares — an estimated $16.7M sold.

Gillson Capital first reported a position in BOKF in Q3 2017 and held it in 11 quarters. The position peaked at $16.7M in Q3 2023. 197 funds tracked by Wall St. Rank hold BOKF as of Q4 2023.

  • Gillson Capital reported no remaining BOK Financial position as of Q4 2023 after selling out during the quarter.
  • Gillson Capital sold 208,950 BOK Financial shares in Q4 2023, an estimated $16.7M.
  • Gillson Capital first reported a position in BOK Financial in Q3 2017 and held it in 11 quarters.
  • Gillson Capital's BOK Financial position peaked at $16.7M in Q3 2023.
  • 197 funds tracked by Wall St. Rank held BOK Financial as of Q4 2023.

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