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Phocas Financial Corp’s BOK Financial BOKF Stock Holding History

Phocas Financial Corp’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
Q1 		– Sell
-270
Closed -$28K – 204
2022
Q4 		$28K Buy
+270
New +$27.4K ﹤0.01% 263
2019
Q3 		– Sell
-270
Closed -$20K – 204
2019
Q2 		$20K Buy
+270
New +$21.9K ﹤0.01% 320
2019
Q1 		– Sell
-270
Closed -$20K – 209
2018
Q4 		$20K Buy
+270
New +$22.9K ﹤0.01% 274
2017
Q3 		– Sell
-5,010
Closed -$421K – 181
2017
Q2 		$421K Sell
5,010
-8,174
-62% -$666K 0.04% 171
2017
Q1 		$1.03M Sell
13,184
-75,976
-85% -$6.19M 0.1% 142
2016
Q4 		$7.4M Buy
+89,160
New +$6.85M 0.49% 82
2016
Q3 		– Sell
-108,481
Closed -$7.2M – 92
2016
Q2 		$6.8M Sell
108,481
-4,848
-4% -$288K 0.5% 84
2016
Q1 		$6.19M Sell
113,329
-51,217
-31% -$2.67M 0.48% 90
2015
Q4 		$9.84M Buy
164,546
+30,476
+23% +$2M 0.77% 30
2015
Q3 		$8.68M Buy
134,070
+34,877
+35% +$2.27M 0.73% 36
2015
Q2 		$6.9M Sell
99,193
-1,913
-2% -$125K 0.56% 73
2015
Q1 		$6.19M Sell
101,106
-3,012
-3% -$176K 0.49% 95
2014
Q4 		$6.25M Buy
+104,118
New +$6.73M 0.54% 84

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
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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 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

Phocas Financial Corp's BOKF Position: Q1 2023 in Review

Phocas Financial Corp sold out of BOK Financial (BOKF) in Q1 2023, closing a stake of 270 shares — an estimated $28K sold.

Phocas Financial Corp first reported a position in BOKF in Q4 2014 and held it in 13 quarters. The position peaked at $9.84M in Q4 2015. 221 funds tracked by Wall St. Rank hold BOKF as of Q1 2023.

  • Phocas Financial Corp reported no remaining BOK Financial position as of Q1 2023 after selling out during the quarter.
  • Phocas Financial Corp sold 270 BOK Financial shares in Q1 2023, an estimated $28K.
  • Phocas Financial Corp first reported a position in BOK Financial in Q4 2014 and held it in 13 quarters.
  • Phocas Financial Corp's BOK Financial position peaked at $9.84M in Q4 2015.
  • 221 funds tracked by Wall St. Rank held BOK Financial as of Q1 2023.

Based on Phocas Financial Corp's 13F filing for Q1 2023, filed 13 Apr 2023.