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Guggenheim Capital’s BOK Financial BOKF Stock Holding History

Guggenheim 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
2024
Q4 		– Sell
-2,586
Closed -$271K – 1721
2024
Q3 		$271K Sell
2,586
-1,683
-39% -$169K ﹤0.01% 1656
2024
Q2 		$391K Sell
4,269
-38,288
-90% -$3.46M ﹤0.01% 1540
2024
Q1 		$3.92M Buy
42,557
+1,081
+3% +$91.6K 0.03% 642
2023
Q4 		$3.55M Buy
+41,476
New +$3.13M 0.03% 646
2023
Q2 		– Sell
-2,580
Closed -$218K – 1875
2023
Q1 		$218K Sell
2,580
-113,982
-98% -$11.1M ﹤0.01% 1773
2022
Q4 		$12.1M Sell
116,562
-15,589
-12% -$1.58M 0.11% 234
2022
Q3 		$11.7M Sell
132,151
-112
-0.1% -$9.69K 0.11% 226
2022
Q2 		$10M Buy
132,263
+29,613
+29% +$2.5M 0.08% 304
2022
Q1 		$9.64M Sell
102,650
-1,225
-1% -$126K 0.06% 404
2021
Q4 		$11M Buy
103,875
+1,790
+2% +$184K 0.06% 396
2021
Q3 		$9.14M Hold
102,085
– – 0.05% 417
2021
Q2 		$8.84M Sell
102,085
-17,547
-15% -$1.57M 0.05% 440
2021
Q1 		$10.7M Hold
119,632
– – 0.07% 342
2020
Q4 		$8.19M Hold
119,632
– – 0.05% 402
2020
Q3 		$6.16M Buy
119,632
+55,413
+86% +$3.05M 0.04% 439
2020
Q2 		$3.63M Buy
+64,219
New +$3.29M 0.03% 646
2020
Q1 		– Sell
-71,743
Closed -$6.27M – 1859
2019
Q4 		$6.27M Buy
71,743
+21,132
+42% +$1.72M 0.05% 505
2019
Q3 		$4.01M Buy
50,611
+862
+2% +$67.5K 0.03% 695
2019
Q2 		$3.75M Sell
49,749
-192
-0.4% -$15.6K 0.03% 751
2019
Q1 		$4.07M Buy
49,941
+47,002
+1,599% +$3.95M 0.03% 726
2018
Q4 		$216K Sell
2,939
-112
-4% -$9.49K ﹤0.01% 2033
2018
Q3 		$297K Buy
3,051
+470
+18% +$46.9K ﹤0.01% 2211
2018
Q2 		$243K Sell
2,581
-19,535
-88% -$1.98M ﹤0.01% 2253
2018
Q1 		$2.19M Sell
22,116
-1,402
-6% -$135K 0.01% 1566
2017
Q4 		$2.17M Buy
23,518
+19,763
+526% +$1.74M 0.01% 1608
2017
Q3 		$335K Sell
3,755
-930
-20% -$77.5K ﹤0.01% 2515
2017
Q2 		$394K Sell
4,685
-13,095
-74% -$1.07M ﹤0.01% 2476
2017
Q1 		$1.39M Sell
17,780
-15,267
-46% -$1.24M ﹤0.01% 1904
2016
Q4 		$2.74M Buy
33,047
+3,697
+13% +$284K 0.01% 1437
2016
Q3 		$2.02M Sell
29,350
-12,529
-30% -$832K 0.01% 1608
2016
Q2 		$2.63M Sell
41,879
-19,541
-32% -$1.16M 0.01% 1393
2016
Q1 		$3.35M Buy
61,420
+24,310
+66% +$1.27M 0.01% 1229
2015
Q4 		$2.22M Sell
37,110
-6,814
-16% -$446K 0.01% 1546
2015
Q3 		$2.84M Sell
43,924
-2,698
-6% -$175K 0.01% 1355
2015
Q2 		$3.24M Buy
46,622
+19,464
+72% +$1.28M 0.01% 1402
2015
Q1 		$1.66M Buy
27,158
+13,024
+92% +$760K ﹤0.01% 1936
2014
Q4 		$848K Sell
14,134
-2,631
-16% -$170K ﹤0.01% 2299
2014
Q3 		$1.11M Buy
16,765
+313
+2% +$20.9K ﹤0.01% 2168
2014
Q2 		$1.1M Buy
16,452
+3,088
+23% +$202K ﹤0.01% 2219
2014
Q1 		$923K Sell
13,364
-7,301
-35% -$478K ﹤0.01% 2309
2013
Q4 		$1.37M Buy
20,665
+2,714
+15% +$172K ﹤0.01% 2058
2013
Q3 		$1.14M Sell
17,951
-7,338
-29% -$483K ﹤0.01% 2025
2013
Q2 		$1.62M Buy
+25,289
New +$1.6M 0.01% 1660

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Guggenheim Capital's BOKF Position: Q4 2024 in Review

Guggenheim Capital sold out of BOK Financial (BOKF) in Q4 2024, closing a stake of 2,586 shares — an estimated $271K sold.

Guggenheim Capital first reported a position in BOKF in Q2 2013 and held it in 43 quarters. The position peaked at $12.1M in Q4 2022. 254 funds tracked by Wall St. Rank hold BOKF as of Q4 2024.

  • Guggenheim Capital reported no remaining BOK Financial position as of Q4 2024 after selling out during the quarter.
  • Guggenheim Capital sold 2,586 BOK Financial shares in Q4 2024, an estimated $271K.
  • Guggenheim Capital first reported a position in BOK Financial in Q2 2013 and held it in 43 quarters.
  • Guggenheim Capital's BOK Financial position peaked at $12.1M in Q4 2022.
  • 254 funds tracked by Wall St. Rank held BOK Financial as of Q4 2024.

Based on Guggenheim Capital's 13F filing for Q4 2024, filed 13 Feb 2025.