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Oppenheimer & Co’s BOK Financial BOKF Stock Holding History

Oppenheimer & Co’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
2024
Q1 		– Sell
-4,200
Closed -$360K – 1446
2023
Q4 		$360K Buy
+4,200
New +$317K 0.01% 1078
2015
Q4 		– Sell
-3,190
Closed -$207K – 1290
2015
Q3 		$207K Buy
3,190
+60
+2% +$3.9K 0.01% 1153
2015
Q2 		$218K Buy
+3,130
New +$205K 0.01% 1254
2014
Q4 		– Sell
-3,130
Closed -$208K – 1399
2014
Q3 		$208K Buy
+3,130
New +$209K 0.01% 1232

Other funds holding BOKF

GKFF
George Kaiser Family Foundation Tulsa, Oklahoma $883M AUM 21.04% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
BF
BOK Financial Tulsa, Oklahoma $6.54B AUM 25.41% 1-Year Est. Return

Oppenheimer & Co's BOKF Position: Q1 2024 in Review

Oppenheimer & Co sold out of BOK Financial (BOKF) in Q1 2024, closing a stake of 4,200 shares — an estimated $360K sold.

Oppenheimer & Co first reported a position in BOKF in Q3 2014 and held it in 4 quarters. The position peaked at $360K in Q4 2023. 202 funds tracked by Wall St. Rank hold BOKF as of Q1 2024.

  • Oppenheimer & Co reported no remaining BOK Financial position as of Q1 2024 after selling out during the quarter.
  • Oppenheimer & Co sold 4,200 BOK Financial shares in Q1 2024, an estimated $360K.
  • Oppenheimer & Co first reported a position in BOK Financial in Q3 2014 and held it in 4 quarters.
  • Oppenheimer & Co's BOK Financial position peaked at $360K in Q4 2023.
  • 202 funds tracked by Wall St. Rank held BOK Financial as of Q1 2024.

Based on Oppenheimer & Co's 13F filing for Q1 2024, filed 7 May 2024.