Oppenheimer Asset Management’s BOK Financial BOKF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
-10,092
| Closed | -$985K | – | 1167 |
|
|
2025
Q2 | $985K | Sell |
10,092
-32
| -0.3% | -$3.01K | 0.01% | 752 |
|
|
2025
Q1 | $1.05M | Sell |
10,124
-304
| -3% | -$32.7K | 0.01% | 705 |
|
|
2024
Q4 | $1.11M | Sell |
10,428
-3,693
| -26% | -$412K | 0.01% | 694 |
|
|
2024
Q3 | $1.48M | Sell |
14,121
-195
| -1% | -$19.6K | 0.02% | 631 |
|
|
2024
Q2 | $1.31M | Sell |
14,316
-111
| -0.8% | -$10K | 0.02% | 646 |
|
|
2024
Q1 | $1.33M | Sell |
14,427
-260
| -2% | -$22K | 0.02% | 610 |
|
|
2023
Q4 | $1.26M | Sell |
14,687
-914
| -6% | -$68.9K | 0.02% | 648 |
|
|
2023
Q3 | $1.25M | Sell |
15,601
-158
| -1% | -$13.4K | 0.02% | 630 |
|
|
2023
Q2 | $1.27M | Sell |
15,759
-171
| -1% | -$14.1K | 0.02% | 630 |
|
|
2023
Q1 | $1.34M | Buy |
15,930
+1,557
| +11% | +$152K | 0.02% | 595 |
|
|
2022
Q4 | $1.49M | Sell |
14,373
-5,090
| -26% | -$516K | 0.02% | 562 |
|
|
2022
Q3 | $1.73M | Sell |
19,463
-458
| -2% | -$39.6K | 0.03% | 487 |
|
|
2022
Q2 | $1.51M | Sell |
19,921
-629
| -3% | -$53K | 0.03% | 551 |
|
|
2022
Q1 | $1.93M | Sell |
20,550
-557
| -3% | -$57.5K | 0.03% | 541 |
|
|
2021
Q4 | $2.23M | Sell |
21,107
-436
| -2% | -$44.8K | 0.03% | 522 |
|
|
2021
Q3 | $1.93M | Sell |
21,543
-434
| -2% | -$37.1K | 0.03% | 550 |
|
|
2021
Q2 | $1.9M | Sell |
21,977
-326
| -1% | -$29.1K | 0.03% | 554 |
|
|
2021
Q1 | $1.99M | Sell |
22,303
-263
| -1% | -$22.3K | 0.03% | 512 |
|
|
2020
Q4 | $1.54M | Sell |
22,566
-675
| -3% | -$43.5K | 0.03% | 548 |
|
|
2020
Q3 | $1.2M | Sell |
23,241
-219
| -0.9% | -$12K | 0.02% | 565 |
|
|
2020
Q2 | $1.32M | Buy |
23,460
+7,424
| +46% | +$380K | 0.03% | 516 |
|
|
2020
Q1 | $683K | Sell |
16,036
-2,758
| -15% | -$194K | 0.02% | 652 |
|
|
2019
Q4 | $1.64M | Sell |
18,794
-370
| -2% | -$30.1K | 0.03% | 477 |
|
|
2019
Q3 | $1.52M | Sell |
19,164
-399
| -2% | -$31.3K | 0.03% | 482 |
|
|
2019
Q2 | $1.48M | Sell |
19,563
-99
| -0.5% | -$8.03K | 0.03% | 488 |
|
|
2019
Q1 | $1.6M | Sell |
19,662
-2,455
| -11% | -$206K | 0.04% | 458 |
|
|
2018
Q4 | $1.62M | Sell |
22,117
-4,570
| -17% | -$387K | 0.04% | 412 |
|
|
2018
Q3 | $2.6M | Buy |
26,687
+4,769
| +22% | +$476K | 0.06% | 345 |
|
|
2018
Q2 | $2.06M | Sell |
21,918
-5,890
| -21% | -$597K | 0.05% | 392 |
|
|
2018
Q1 | $2.75M | Buy |
27,808
+4,412
| +19% | +$425K | 0.07% | 309 |
|
|
2017
Q4 | $2.08M | Hold |
23,396
| – | – | 0.06% | 366 |
|
|
2017
Q3 | $2.08M | Sell |
23,396
-668
| -3% | -$55.7K | 0.05% | 368 |
|
|
2017
Q2 | $2.02M | Buy |
24,064
+4,585
| +24% | +$374K | 0.06% | 353 |
|
|
2017
Q1 | $1.52M | Buy |
+19,479
| New | +$1.59M | 0.04% | 427 |
|
Other funds holding BOKF
GKFF
AI
CBU
Oppenheimer Asset Management's BOKF Position: Q3 2025 in Review
Oppenheimer Asset Management sold out of BOK Financial (BOKF) in Q3 2025, closing a stake of 10,092 shares — an estimated $985K sold.
Oppenheimer Asset Management first reported a position in BOKF in Q1 2017 and held it in 34 quarters. The position peaked at $2.75M in Q1 2018. 250 funds tracked by Wall St. Rank hold BOKF as of Q3 2025.
- Oppenheimer Asset Management reported no remaining BOK Financial position as of Q3 2025 after selling out during the quarter.
- Oppenheimer Asset Management sold 10,092 BOK Financial shares in Q3 2025, an estimated $985K.
- Oppenheimer Asset Management first reported a position in BOK Financial in Q1 2017 and held it in 34 quarters.
- Oppenheimer Asset Management's BOK Financial position peaked at $2.75M in Q1 2018.
- 250 funds tracked by Wall St. Rank held BOK Financial as of Q3 2025.
Based on Oppenheimer Asset Management's 13F filing for Q3 2025, filed 6 Nov 2025.