Janney Montgomery Scott
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Janney Montgomery Scott’s BOK Financial BOKF Stock Holding History

Janney Montgomery Scott’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
Q2 		– Sell
-2,560
Closed -$216K – 2635
2023
Q1 		$216K Sell
2,560
-120
-4% -$11.7K ﹤0.01% 2247
2022
Q4 		$278K Hold
2,680
– – ﹤0.01% 2173
2022
Q3 		$238K Hold
2,680
– – ﹤0.01% 2167
2022
Q2 		$208K Sell
2,680
-130
-5% -$11K ﹤0.01% 2126
2022
Q1 		$264K Sell
2,810
-135
-5% -$13.9K ﹤0.01% 1951
2021
Q4 		$311K Hold
2,945
– – ﹤0.01% 1978
2021
Q3 		$264K Buy
2,945
+90
+3% +$7.7K ﹤0.01% 2024
2021
Q2 		$247K Buy
+2,855
New +$255K ﹤0.01% 2017
2021
Q1 		– Sell
-3,959
Closed -$271K – 2252
2020
Q4 		$271K Sell
3,959
-81
-2% -$5.22K ﹤0.01% 1943
2020
Q3 		$208K Sell
4,040
-29
-0.7% -$1.59K ﹤0.01% 1899
2020
Q2 		$230K Buy
+4,069
New +$208K ﹤0.01% 1766

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
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
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Janney Montgomery Scott's BOKF Position: Q2 2023 in Review

Janney Montgomery Scott sold out of BOK Financial (BOKF) in Q2 2023, closing a stake of 2,560 shares — an estimated $216K sold.

Janney Montgomery Scott first reported a position in BOKF in Q2 2020 and held it in 11 quarters. The position peaked at $311K in Q4 2021. 217 funds tracked by Wall St. Rank hold BOKF as of Q2 2023.

  • Janney Montgomery Scott reported no remaining BOK Financial position as of Q2 2023 after selling out during the quarter.
  • Janney Montgomery Scott sold 2,560 BOK Financial shares in Q2 2023, an estimated $216K.
  • Janney Montgomery Scott first reported a position in BOK Financial in Q2 2020 and held it in 11 quarters.
  • Janney Montgomery Scott's BOK Financial position peaked at $311K in Q4 2021.
  • 217 funds tracked by Wall St. Rank held BOK Financial as of Q2 2023.

Based on Janney Montgomery Scott's 13F filing for Q2 2023, filed 26 Jul 2023.