Jim Simons’s BOK Financial BOKF Stock Holding History

Jim Simons’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
2026 Q1	–	Sell	-19,577	Closed	-$2.32M	–	3275
2025 Q4	$2.32M	Sell	19,577 -21,700	-53%	-$2.43M	﹤0.01%	1773
2025 Q3	$4.6M	Sell	41,277 -37,700	-48%	-$4.03M	0.01%	1556
2025 Q2	$7.71M	Buy	78,977 +40,400	+105%	+$3.8M	0.01%	1241
2025 Q1	$4.02M	Buy	38,577 +27,500	+248%	+$2.95M	0.01%	1556
2024 Q4	$1.18M	Buy	11,077 +5,500	+99%	+$614K	﹤0.01%	2399
2024 Q3	$583K	Sell	5,577 -15,900	-74%	-$1.6M	﹤0.01%	2715
2024 Q2	$1.97M	Sell	21,477 -13,600	-39%	-$1.23M	﹤0.01%	1897
2024 Q1	$3.23M	Buy	+35,077	New	+$2.97M	0.01%	1719
2023 Q4	–	Sell	-3,277	Closed	-$262K	–	3756
2023 Q3	$262K	Sell	3,277 -43,900	-93%	-$3.71M	﹤0.01%	2995
2023 Q2	$3.81M	Buy	+47,177	New	+$3.89M	0.01%	1583
2021 Q1	–	Sell	-43,777	Closed	-$3M	–	3323
2020 Q4	$3M	Buy	43,777 +12,630	+41%	+$814K	﹤0.01%	1895
2020 Q3	$1.6M	Buy	+31,147	New	+$1.71M	﹤0.01%	2257
2020 Q1	–	Sell	-9,018	Closed	-$788K	–	3449
2019 Q4	$788K	Sell	9,018 -109,861	-92%	-$8.95M	﹤0.01%	2730
2019 Q3	$9.41M	Sell	118,879 -72,800	-38%	-$5.7M	0.01%	1426
2019 Q2	$14.5M	Buy	191,679 +19,800	+12%	+$1.61M	0.01%	1159
2019 Q1	$14M	Buy	171,879 +18,600	+12%	+$1.56M	0.01%	1179
2018 Q4	$11.2M	Buy	153,279 +91,476	+148%	+$7.75M	0.01%	1233
2018 Q3	$6.01M	Sell	61,803 -70,339	-53%	-$7.02M	0.01%	1680
2018 Q2	$12.4M	Buy	132,142 +27,600	+26%	+$2.8M	0.01%	1225
2018 Q1	$10.3M	Buy	104,542 +67,300	+181%	+$6.49M	0.01%	1345
2017 Q4	$3.44M	Sell	37,242 -9,200	-20%	-$812K	﹤0.01%	2038
2017 Q3	$4.14M	Sell	46,442 -19,303	-29%	-$1.61M	﹤0.01%	1886
2017 Q2	$5.53M	Sell	65,745 -18,397	-22%	-$1.5M	0.01%	1640
2017 Q1	$6.59M	Buy	+84,142	New	+$6.86M	0.01%	1517
2016 Q2	–	Sell	-9,900	Closed	-$541K	–	3334
2016 Q1	$541K	Sell	9,900 -116,642	-92%	-$6.09M	﹤0.01%	2829
2015 Q4	$7.57M	Buy	126,542 +43,800	+53%	+$2.87M	0.02%	1175
2015 Q3	$5.35M	Buy	+82,742	New	+$5.38M	0.01%	1345
2015 Q2	–	Sell	-150,942	Closed	-$9.24M	–	3226
2015 Q1	$9.24M	Sell	150,942 -14,200	-9%	-$829K	0.02%	983
2014 Q4	$9.91M	Buy	+165,142	New	+$10.7M	0.02%	889
2014 Q3	–	Sell	-3,700	Closed	-$246K	–	2786
2014 Q2	$246K	Sell	3,700 -20,842	-85%	-$1.36M	﹤0.01%	2527
2014 Q1	$1.7M	Sell	24,542 -85,500	-78%	-$5.59M	﹤0.01%	1853
2013 Q4	$7.3M	Sell	110,042 -12,300	-10%	-$778K	0.02%	966
2013 Q3	$7.75M	Sell	122,342 -4,496	-4%	-$296K	0.02%	928
2013 Q2	$8.12M	Buy	+126,838	New	+$8.05M	0.02%	853

Other funds holding BOKF

GKFF

George Kaiser Family Foundation Tulsa, Oklahoma $883M AUM 21.04% 1-Year Est. Return

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

Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

CBU

CIBC Bancorp USA Chicago, Illinois $74.4B AUM

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Jim Simons's BOKF Position: Q1 2026 in Review

Jim Simons sold out of BOK Financial (BOKF) in Q1 2026, closing a stake of 19,577 shares — an estimated $2.32M sold.

Jim Simons first reported a position in BOKF in Q2 2013 and held it in 34 quarters. The position peaked at $14.5M in Q2 2019. 289 funds tracked by Wall St. Rank hold BOKF as of Q1 2026.

Jim Simons reported no remaining BOK Financial position as of Q1 2026 after selling out during the quarter.
Jim Simons sold 19,577 BOK Financial shares in Q1 2026, an estimated $2.32M.
Jim Simons first reported a position in BOK Financial in Q2 2013 and held it in 34 quarters.
Jim Simons's BOK Financial position peaked at $14.5M in Q2 2019.
289 funds tracked by Wall St. Rank held BOK Financial as of Q1 2026.

Based on Renaissance Technologies's 13F filing for Q1 2026, filed 14 May 2026.