Marshall Wace

Marshall Wace’s BOK Financial BOKF Stock Holding History

Marshall Wace’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	$717K	Buy	+5,600	New	+$720K	﹤0.01%	2295
2025 Q1	–	Sell	-2,357	Closed	-$251K	–	2641
2024 Q4	$251K	Sell	2,357 -11	-0.5%	-$1.23K	﹤0.01%	2289
2024 Q3	$248K	Buy	+2,368	New	+$238K	﹤0.01%	2224
2023 Q3	–	Sell	-14,726	Closed	-$1.19M	–	2229
2023 Q2	$1.19M	Buy	+14,726	New	+$1.21M	﹤0.01%	1640
2022 Q3	–	Sell	-5,436	Closed	-$411K	–	3378
2022 Q2	$411K	Buy	+5,436	New	+$458K	﹤0.01%	2885
2021 Q2	–	Sell	-25,078	Closed	-$2.24M	–	2681
2021 Q1	$2.24M	Sell	25,078 -40,209	-62%	-$3.41M	0.01%	1267
2020 Q4	$4.47M	Buy	+65,287	New	+$4.21M	0.03%	612
2019 Q4	–	Sell	-6,445	Closed	-$510K	–	1708
2019 Q3	$510K	Sell	6,445 -28,109	-81%	-$2.2M	﹤0.01%	1104
2019 Q2	$2.61M	Buy	+34,554	New	+$2.8M	0.02%	697
2015 Q1	–	Sell	-33,977	Closed	-$2.04M	–	803
2014 Q4	$2.04M	Buy	+33,977	New	+$2.19M	0.03%	454

Other funds holding BOKF

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

Dimensional Fund Advisors

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

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

Fidelity Investments

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

CIBC Bancorp USA Chicago, Illinois $74B AUM

CIBC World Market

CIBC World Market Toronto, Ontario, Canada $56.9B AUM 39.33% 1-Year Est. Return