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North Reef Capital Management’s BOK Financial BOKF Stock Holding History

North Reef Capital Management’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
2022
Q3 		– Sell
-45,851
Closed -$3.46M – 39
2022
Q2 		$3.46M Buy
45,851
+18,651
+69% +$1.57M 0.97% 25
2022
Q1 		$2.56M Buy
+27,200
New +$2.81M 1.04% 22

Other funds holding BOKF

GKFF
George Kaiser Family Foundation Tulsa, Oklahoma $883M AUM 21.04% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CWM
CIBC World Markets New York $20.8B AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

North Reef Capital Management's BOKF Position: Q3 2022 in Review

North Reef Capital Management sold out of BOK Financial (BOKF) in Q3 2022, closing a stake of 45,851 shares — an estimated $3.46M sold.

North Reef Capital Management first reported a position in BOKF in Q1 2022 and held it in 2 quarters. The position peaked at $3.46M in Q2 2022. 191 funds tracked by Wall St. Rank hold BOKF as of Q3 2022.

  • North Reef Capital Management reported no remaining BOK Financial position as of Q3 2022 after selling out during the quarter.
  • North Reef Capital Management sold 45,851 BOK Financial shares in Q3 2022, an estimated $3.46M.
  • North Reef Capital Management first reported a position in BOK Financial in Q1 2022 and held it in 2 quarters.
  • North Reef Capital Management's BOK Financial position peaked at $3.46M in Q2 2022.
  • 191 funds tracked by Wall St. Rank held BOK Financial as of Q3 2022.

Based on North Reef Capital Management's 13F filing for Q3 2022, filed 10 Nov 2022.