JG
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Joel Greenblatt’s BOK Financial BOKF Stock Holding History

Joel Greenblatt’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
Q2 		$585K Sell
4,213
-107
-2% -$14.1K ﹤0.01% 1476
2026
Q1 		$553K Sell
4,320
-3
-0.1% -$385 ﹤0.01% 1468
2025
Q4 		$512K Sell
4,323
-18
-0.4% -$2.02K ﹤0.01% 1429
2025
Q3 		$484K Sell
4,341
-6
-0.1% -$641 ﹤0.01% 1389
2025
Q2 		$424K Sell
4,347
-5
-0.1% -$470 ﹤0.01% 1370
2025
Q1 		$453K Sell
4,352
-14
-0.3% -$1.5K ﹤0.01% 1261
2024
Q4 		$465K Sell
4,366
-176
-4% -$19.6K ﹤0.01% 1142
2024
Q3 		$475K Sell
4,542
-18
-0.4% -$1.81K ﹤0.01% 1115
2024
Q2 		$418K Sell
4,560
-44
-1% -$3.98K 0.01% 1130
2024
Q1 		$424K Sell
4,604
-52
-1% -$4.41K 0.01% 1103
2023
Q4 		$399K Sell
4,656
-5,467
-54% -$412K 0.01% 1054
2023
Q3 		$810K Sell
10,123
-3,542
-26% -$300K 0.02% 841
2023
Q2 		$1.1M Sell
13,665
-4,395
-24% -$362K 0.02% 743
2023
Q1 		$1.52M Buy
18,060
+2,564
+17% +$251K 0.04% 598
2022
Q4 		$1.61M Sell
15,496
-849
-5% -$86.1K 0.05% 505
2022
Q3 		$1.45M Buy
16,345
+11,483
+236% +$994K 0.04% 518
2022
Q2 		$367K Buy
4,862
+964
+25% +$81.3K 0.01% 878
2022
Q1 		$366K Buy
3,898
+519
+15% +$53.6K 0.01% 892
2021
Q4 		$356K Buy
+3,379
New +$347K 0.01% 900
2014
Q1 		– Sell
-4,180
Closed -$277K – 1008
2013
Q4 		$277K Sell
4,180
-119
-3% -$7.53K 0.01% 874
2013
Q3 		$272K Sell
4,299
-15
-0.3% -$988 0.01% 809
2013
Q2 		$276K Buy
+4,314
New +$274K 0.01% 787

Other funds holding BOKF

GKFF
George Kaiser Family Foundation Tulsa, Oklahoma $1.04B AUM 36.93% 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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
MYIA
Mount Yale Investment Advisors Denver, Colorado $5.4B AUM 28.46% 1-Year Est. Return
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $10.6B AUM 25.02% 1-Year Est. Return

Joel Greenblatt's BOKF Position: Q2 2026 in Review

Joel Greenblatt reduced its BOK Financial (BOKF) stake by 2.5% in Q2 2026, selling an estimated $14.1K and leaving 4,213 shares worth $585K. The position accounts for ﹤0.01% of the portfolio, ranked #1476.

Joel Greenblatt first reported a position in BOKF in Q2 2013 and has held it in 22 quarters since. The position peaked at $1.61M in Q4 2022. 304 funds tracked by Wall St. Rank hold BOKF as of Q2 2026.

  • Joel Greenblatt held 4,213 shares of BOK Financial worth $585K as of Q2 2026.
  • Joel Greenblatt sold 107 BOK Financial shares in Q2 2026, an estimated $14.1K.
  • BOK Financial made up ﹤0.01% of Joel Greenblatt's portfolio in Q2 2026, its #1476 holding.
  • Joel Greenblatt first reported a position in BOK Financial in Q2 2013 and has held it in 22 quarters since.
  • Joel Greenblatt's BOK Financial position peaked at $1.61M in Q4 2022.
  • 304 funds tracked by Wall St. Rank held BOK Financial as of Q2 2026.

Based on Gotham Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.