Next Financial Group’s BOK Financial BOKF Stock Holding History

Next Financial Group’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
2021 Q4	–	Sell	-16	Closed	-$1K	–	2869
2021 Q3	$1K	Buy	+16	New	+$1.37K	﹤0.01%	2582
2020 Q1	–	Sell	-450	Closed	-$39K	–	2135
2019 Q4	$39K	Hold	450	–	–	﹤0.01%	1280
2019 Q3	$36K	Hold	450	–	–	﹤0.01%	1240
2019 Q2	$34K	Hold	450	–	–	﹤0.01%	1285
2019 Q1	$37K	Hold	450	–	–	0.01%	806
2018 Q4	$33K	Hold	450	–	–	0.01%	929
2018 Q3	$44K	Buy	+450	New	+$44.9K	0.02%	575
2017 Q4	–	Sell	-450	Closed	-$40K	–	390
2017 Q3	$40K	Hold	450	–	–	0.01%	759
2017 Q2	$38K	Hold	450	–	–	0.01%	853
2017 Q1	$38K	Hold	450	–	–	0.01%	808
2016 Q4	$37K	Buy	+450	New	+$34.6K	0.01%	1072
2014 Q4	–	Sell	-334	Closed	-$22K	–	1931
2014 Q3	$22K	Hold	334	–	–	﹤0.01%	1346
2014 Q2	$22K	Buy	+334	New	+$21.8K	0.01%	563

Other funds holding BOKF

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

GKFF

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

CWM

CIBC World Markets New York $20.8B AUM

Next Financial Group's BOKF Position: Q4 2021 in Review

Next Financial Group sold out of BOK Financial (BOKF) in Q4 2021, closing a stake of 16 shares — an estimated $1K sold.

Next Financial Group first reported a position in BOKF in Q2 2014 and held it in 13 quarters. The position peaked at $44K in Q3 2018. 189 funds tracked by Wall St. Rank hold BOKF as of Q4 2021.

Next Financial Group reported no remaining BOK Financial position as of Q4 2021 after selling out during the quarter.
Next Financial Group sold 16 BOK Financial shares in Q4 2021, an estimated $1K.
Next Financial Group first reported a position in BOK Financial in Q2 2014 and held it in 13 quarters.
Next Financial Group's BOK Financial position peaked at $44K in Q3 2018.
189 funds tracked by Wall St. Rank held BOK Financial as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.