Lindbrook Capital’s BOK Financial BOKF Stock Holding History

Lindbrook Capital’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
2025 Q1	$2.82K	Sell	27 -278	-91%	-$29.9K	﹤0.01%	2172
2024 Q4	$32.5K	Buy	305 +2	+0.7%	+$223	﹤0.01%	1012
2024 Q3	$31.7K	Hold	303	–	–	﹤0.01%	1039
2024 Q2	$27.8K	Hold	303	–	–	﹤0.01%	1059
2024 Q1	$27.9K	Buy	303 +82	+37%	+$6.95K	﹤0.01%	1043
2023 Q4	$18.9K	Sell	221 -75	-25%	-$5.66K	﹤0.01%	1204
2023 Q3	$23.6K	Buy	296 +68	+30%	+$5.75K	﹤0.01%	997
2023 Q2	$18.4K	Sell	228 -130	-36%	-$10.7K	﹤0.01%	1138
2023 Q1	$30.2K	Buy	358 +338	+1,690%	+$33K	﹤0.01%	883
2022 Q4	$2.08K	Buy	20 +10	+100%	+$1.01K	﹤0.01%	2216
2022 Q3	$1K	Buy	+10	New	+$865	﹤0.01%	2251
2020 Q2	–	Sell	-25	Closed	-$1K	–	1731
2020 Q1	$1K	Buy	+25	New	+$1.76K	﹤0.01%	1403

Other funds holding BOKF

GKFF

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

CWM

CIBC World Markets New York $20.8B AUM

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

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

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Lindbrook Capital's BOKF Position: Q1 2025 in Review

Lindbrook Capital reduced its BOK Financial (BOKF) stake by 91% in Q1 2025, selling an estimated $29.9K and leaving 27 shares worth $2.82K. The position accounts for ﹤0.01% of the portfolio, ranked #2172.

Lindbrook Capital first reported a position in BOKF in Q1 2020 and has held it in 12 quarters since. The position peaked at $32.5K in Q4 2024. 242 funds tracked by Wall St. Rank hold BOKF as of Q1 2025.

Lindbrook Capital held 27 shares of BOK Financial worth $2.82K as of Q1 2025.
Lindbrook Capital sold 278 BOK Financial shares in Q1 2025, an estimated $29.9K.
BOK Financial made up ﹤0.01% of Lindbrook Capital's portfolio in Q1 2025, its #2172 holding.
Lindbrook Capital first reported a position in BOK Financial in Q1 2020 and has held it in 12 quarters since.
Lindbrook Capital's BOK Financial position peaked at $32.5K in Q4 2024.
242 funds tracked by Wall St. Rank held BOK Financial as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.