NinePointTwo Capital’s BOK Financial BOKF Stock Holding History

NinePointTwo 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
2023 Q4	$258K	Hold	3,020	–	–	0.1%	171
2023 Q3	$241K	Buy	+3,020	New	+$256K	0.1%	141

Other funds holding BOKF

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

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

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

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

CWM

CIBC World Markets New York $20.8B AUM

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

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

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

BOK Financial Tulsa, Oklahoma $6.54B AUM 25.41% 1-Year Est. Return

NinePointTwo Capital's BOKF Position: Q4 2023 in Review

NinePointTwo Capital held its BOK Financial (BOKF) position steady in Q4 2023 at 3,020 shares worth $258K. The position accounts for 0.1% of the portfolio, ranked #171.

NinePointTwo Capital first reported a position in BOKF in Q3 2023 and has held it in 2 quarters since. 197 funds tracked by Wall St. Rank hold BOKF as of Q4 2023.

NinePointTwo Capital held 3,020 shares of BOK Financial worth $258K as of Q4 2023.
NinePointTwo Capital left its BOK Financial share count unchanged in Q4 2023.
BOK Financial made up 0.1% of NinePointTwo Capital's portfolio in Q4 2023, its #171 holding.
NinePointTwo Capital first reported a position in BOK Financial in Q3 2023 and has held it in 2 quarters since.
197 funds tracked by Wall St. Rank held BOK Financial as of Q4 2023.

Based on NinePointTwo Capital's 13F filing for Q4 2023, filed 14 Feb 2024.