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
2021 Q2	–	Sell	-10,000	Closed	-$893K	–	276
2021 Q1	$893K	Buy	+10,000	New	+$848K	0.03%	229

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

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

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.