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Jackson Creek Investment Advisors’s BOK Financial BOKF Stock Holding History

Jackson Creek Investment Advisors’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
Q3 		– Sell
-4,541
Closed -$367K – 306
2023
Q2 		$367K Buy
4,541
+13
+0.3% +$1.07K 0.15% 271
2023
Q1 		$382K Buy
+4,528
New +$443K 0.16% 268
2021
Q2 		– Sell
-6,645
Closed -$594K – 303
2021
Q1 		$594K Sell
6,645
-81
-1% -$6.87K 0.21% 220
2020
Q4 		$461K Buy
+6,726
New +$433K 0.18% 235

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
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Jackson Creek Investment Advisors's BOKF Position: Q3 2023 in Review

Jackson Creek Investment Advisors sold out of BOK Financial (BOKF) in Q3 2023, closing a stake of 4,541 shares — an estimated $367K sold.

Jackson Creek Investment Advisors first reported a position in BOKF in Q4 2020 and held it in 4 quarters. The position peaked at $594K in Q1 2021. 202 funds tracked by Wall St. Rank hold BOKF as of Q3 2023.

  • Jackson Creek Investment Advisors reported no remaining BOK Financial position as of Q3 2023 after selling out during the quarter.
  • Jackson Creek Investment Advisors sold 4,541 BOK Financial shares in Q3 2023, an estimated $367K.
  • Jackson Creek Investment Advisors first reported a position in BOK Financial in Q4 2020 and held it in 4 quarters.
  • Jackson Creek Investment Advisors's BOK Financial position peaked at $594K in Q1 2021.
  • 202 funds tracked by Wall St. Rank held BOK Financial as of Q3 2023.

Based on Jackson Creek Investment Advisors's 13F filing for Q3 2023, filed 3 Nov 2023.