IP
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Interval Partners’s BOK Financial BOKF Stock Holding History

Interval Partners’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
Q2 		– Sell
-11,088
Closed -$1.02M – 370
2024
Q1 		$1.02M Sell
11,088
-427
-4% -$36.2K 0.03% 270
2023
Q4 		$986K Buy
+11,515
New +$869K 0.03% 260
2019
Q2 		– Sell
-19,186
Closed -$1.56M – 197
2019
Q1 		$1.56M Sell
19,186
-20,294
-51% -$1.71M 0.06% 164
2018
Q4 		$2.9M Sell
39,480
-42,175
-52% -$3.57M 0.16% 122
2018
Q3 		$7.94M Buy
81,655
+46,761
+134% +$4.67M 0.32% 93
2018
Q2 		$3.28M Buy
34,894
+22,894
+191% +$2.32M 0.12% 157
2018
Q1 		$1.19M Buy
+12,000
New +$1.16M 0.05% 191

Other funds holding BOKF

GKFF
George Kaiser Family Foundation Tulsa, Oklahoma $1.04B AUM 36.93% 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 $552B AUM 44.19% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CWM
CIBC World Markets New York $20.8B AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BF
BOK Financial Tulsa, Oklahoma $7.25B AUM 33.76% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return

Interval Partners's BOKF Position: Q2 2024 in Review

Interval Partners sold out of BOK Financial (BOKF) in Q2 2024, closing a stake of 11,088 shares — an estimated $1.02M sold.

Interval Partners first reported a position in BOKF in Q1 2018 and held it in 7 quarters. The position peaked at $7.94M in Q3 2018. 219 funds tracked by Wall St. Rank hold BOKF as of Q2 2024.

  • Interval Partners reported no remaining BOK Financial position as of Q2 2024 after selling out during the quarter.
  • Interval Partners sold 11,088 BOK Financial shares in Q2 2024, an estimated $1.02M.
  • Interval Partners first reported a position in BOK Financial in Q1 2018 and held it in 7 quarters.
  • Interval Partners's BOK Financial position peaked at $7.94M in Q3 2018.
  • 219 funds tracked by Wall St. Rank held BOK Financial as of Q2 2024.

Based on Interval Partners's 13F filing for Q2 2024, filed 14 Aug 2024.