Principal Financial Group
BOKF icon

Principal Financial Group’s BOK Financial BOKF Stock Holding History

Principal Financial Group’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
Q2 		– Sell
-2,370
Closed -$218K – 2382
2024
Q1 		$218K Buy
+2,370
New +$201K ﹤0.01% 2158
2023
Q2 		– Sell
-2,918
Closed -$246K – 2427
2023
Q1 		$246K Buy
2,918
+102
+4% +$9.97K ﹤0.01% 2133
2022
Q4 		$292K Sell
2,816
-440
-14% -$44.6K ﹤0.01% 2104
2022
Q3 		$289K Buy
3,256
+126
+4% +$10.9K ﹤0.01% 2091
2022
Q2 		$237K Buy
3,130
+151
+5% +$12.7K ﹤0.01% 2247
2022
Q1 		$280K Buy
2,979
+884
+42% +$91.3K ﹤0.01% 2252
2021
Q4 		$221K Sell
2,095
-331
-14% -$34K ﹤0.01% 2333
2021
Q3 		$217K Sell
2,426
-91
-4% -$7.79K ﹤0.01% 2408
2021
Q2 		$218K Buy
+2,517
New +$225K ﹤0.01% 2450
2020
Q1 		– Sell
-589,154
Closed -$51.5M – 2205
2019
Q4 		$51.5M Sell
589,154
-10,080
-2% -$821K 0.04% 386
2019
Q3 		$47.4M Sell
599,234
-3,938
-0.7% -$309K 0.04% 405
2019
Q2 		$45.5M Buy
603,172
+33,973
+6% +$2.76M 0.04% 409
2019
Q1 		$46.4M Sell
569,199
-296
-0.1% -$24.9K 0.04% 407
2018
Q4 		$41.8M Sell
569,495
-5,667
-1% -$480K 0.04% 403
2018
Q3 		$56M Sell
575,162
-37,648
-6% -$3.76M 0.05% 390
2018
Q2 		$57.6M Sell
612,810
-4,537
-0.7% -$460K 0.05% 377
2018
Q1 		$61.1M Sell
617,347
-40,385
-6% -$3.89M 0.06% 359
2017
Q4 		$60.7M Sell
657,732
-14,143
-2% -$1.25M 0.06% 373
2017
Q3 		$59.9M Buy
671,875
+9,624
+1% +$802K 0.06% 369
2017
Q2 		$55.7M Buy
662,251
+428,292
+183% +$34.9M 0.06% 382
2017
Q1 		$18.3M Buy
233,959
+23,351
+11% +$1.9M 0.02% 778
2016
Q4 		$17.5M Sell
210,608
-22,096
-9% -$1.7M 0.02% 780
2016
Q3 		$16.1M Buy
232,704
+29,120
+14% +$1.93M 0.02% 805
2016
Q2 		$12.8M Buy
203,584
+7,573
+4% +$450K 0.02% 891
2016
Q1 		$10.7M Buy
196,011
+148,375
+311% +$7.75M 0.02% 953
2015
Q4 		$2.85M Buy
47,636
+1,502
+3% +$98.4K ﹤0.01% 1554
2015
Q3 		$2.99M Buy
46,134
+39,599
+606% +$2.57M ﹤0.01% 1542
2015
Q2 		$455K Buy
+6,535
New +$428K ﹤0.01% 1886
2015
Q1 		– Sell
-8,067
Closed -$484K – 2163
2014
Q4 		$484K Buy
8,067
+285
+4% +$18.4K ﹤0.01% 1880
2014
Q3 		$517K Buy
7,782
+297
+4% +$19.8K ﹤0.01% 1831
2014
Q2 		$499K Buy
+7,485
New +$490K ﹤0.01% 1863
2014
Q1 		– Sell
-6,791
Closed -$450K – 2263
2013
Q4 		$450K Buy
6,791
+128
+2% +$8.1K ﹤0.01% 1898
2013
Q3 		$422K Sell
6,663
-1,567
-19% -$103K ﹤0.01% 1876
2013
Q2 		$527K Buy
+8,230
New +$522K ﹤0.01% 1825

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
BF
BOK Financial Tulsa, Oklahoma $6.54B AUM 25.41% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

Principal Financial Group's BOKF Position: Q2 2024 in Review

Principal Financial Group sold out of BOK Financial (BOKF) in Q2 2024, closing a stake of 2,370 shares — an estimated $218K sold.

Principal Financial Group first reported a position in BOKF in Q2 2013 and held it in 34 quarters. The position peaked at $61.1M in Q1 2018. 218 funds tracked by Wall St. Rank hold BOKF as of Q2 2024.

  • Principal Financial Group reported no remaining BOK Financial position as of Q2 2024 after selling out during the quarter.
  • Principal Financial Group sold 2,370 BOK Financial shares in Q2 2024, an estimated $218K.
  • Principal Financial Group first reported a position in BOK Financial in Q2 2013 and held it in 34 quarters.
  • Principal Financial Group's BOK Financial position peaked at $61.1M in Q1 2018.
  • 218 funds tracked by Wall St. Rank held BOK Financial as of Q2 2024.

Based on Principal Financial Group's 13F filing for Q2 2024, filed 29 Jul 2024.