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Paragon Capital Management (Utah)’s BOK Financial BOKF Stock Holding History

Paragon Capital Management (Utah)’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
Q3 		– Sell
-13,908
Closed -$1.12M – 68
2023
Q2 		$1.12M Buy
13,908
+2,898
+26% +$239K 0.95% 46
2023
Q1 		$929K Buy
+11,010
New +$1.08M 0.81% 49

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CWM
CIBC World Markets New York $20.8B AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Paragon Capital Management (Utah)'s BOKF Position: Q3 2023 in Review

Paragon Capital Management (Utah) sold out of BOK Financial (BOKF) in Q3 2023, closing a stake of 13,908 shares — an estimated $1.12M sold.

Paragon Capital Management (Utah) first reported a position in BOKF in Q1 2023 and held it in 2 quarters. The position peaked at $1.12M in Q2 2023. 202 funds tracked by Wall St. Rank hold BOKF as of Q3 2023.

  • Paragon Capital Management (Utah) reported no remaining BOK Financial position as of Q3 2023 after selling out during the quarter.
  • Paragon Capital Management (Utah) sold 13,908 BOK Financial shares in Q3 2023, an estimated $1.12M.
  • Paragon Capital Management (Utah) first reported a position in BOK Financial in Q1 2023 and held it in 2 quarters.
  • Paragon Capital Management (Utah)'s BOK Financial position peaked at $1.12M in Q2 2023.
  • 202 funds tracked by Wall St. Rank held BOK Financial as of Q3 2023.

Based on Paragon Capital Management (Utah)'s 13F filing for Q3 2023, filed 26 Sep 2024.