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Paloma Partners’s BOK Financial BOKF Stock Holding History

Paloma Partners’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
Q4 		– Sell
-3,008
Closed -$315K – 375
2024
Q3 		$315K Buy
+3,008
New +$303K 0.01% 785
2022
Q1 		– Sell
-6,952
Closed -$733K – 1798
2021
Q4 		$733K Buy
+6,952
New +$714K 0.01% 895
2021
Q2 		– Sell
-5,375
Closed -$480K – 1806
2021
Q1 		$480K Sell
5,375
-902
-14% -$76.5K 0.01% 1155
2020
Q4 		$430K Sell
6,277
-2,022
-24% -$130K 0.01% 985
2020
Q3 		$427K Buy
8,299
+3,592
+76% +$198K 0.01% 1270
2020
Q2 		$266K Buy
+4,707
New +$241K ﹤0.01% 1543
2019
Q3 		– Sell
-11,580
Closed -$874K – 1972
2019
Q2 		$874K Buy
+11,580
New +$939K 0.01% 761
2018
Q3 		– Sell
-2,374
Closed -$223K – 1565
2018
Q2 		$223K Buy
+2,374
New +$241K ﹤0.01% 1420
2017
Q4 		– Sell
-15,769
Closed -$1.4M – 1896
2017
Q3 		$1.4M Sell
15,769
-10,081
-39% -$841K 0.02% 956
2017
Q2 		$2.17M Buy
25,850
+5,571
+27% +$454K 0.03% 696
2017
Q1 		$1.59M Buy
20,279
+2,811
+16% +$229K 0.02% 939
2016
Q4 		$1.45M Buy
+17,468
New +$1.34M 0.01% 902
2016
Q3 		– Sell
-12,877
Closed -$807K – 1842
2016
Q2 		$807K Buy
12,877
+2,077
+19% +$123K 0.01% 1289
2016
Q1 		$590K Buy
10,800
+2,582
+31% +$135K 0.01% 1217
2015
Q4 		$492K Buy
+8,218
New +$538K 0.01% 1045
2015
Q2 		– Sell
-5,164
Closed -$316K – 1788
2015
Q1 		$316K Buy
+5,164
New +$301K 0.01% 937

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 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
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Paloma Partners's BOKF Position: Q4 2024 in Review

Paloma Partners sold out of BOK Financial (BOKF) in Q4 2024, closing a stake of 3,008 shares — an estimated $315K sold.

Paloma Partners first reported a position in BOKF in Q1 2015 and held it in 16 quarters. The position peaked at $2.17M in Q2 2017. 254 funds tracked by Wall St. Rank hold BOKF as of Q4 2024.

  • Paloma Partners reported no remaining BOK Financial position as of Q4 2024 after selling out during the quarter.
  • Paloma Partners sold 3,008 BOK Financial shares in Q4 2024, an estimated $315K.
  • Paloma Partners first reported a position in BOK Financial in Q1 2015 and held it in 16 quarters.
  • Paloma Partners's BOK Financial position peaked at $2.17M in Q2 2017.
  • 254 funds tracked by Wall St. Rank held BOK Financial as of Q4 2024.

Based on Paloma Partners's 13F filing for Q4 2024, filed 14 Feb 2025.