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Raymond James Financial Services Advisors’s BOK Financial BOKF Stock Holding History

Raymond James Financial Services Advisors’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
Q3 		$230K Buy
2,198
+3
+0.1% +$302 ﹤0.01% 3105
2024
Q2 		$201K Buy
2,195
+2
+0.1% +$181 ﹤0.01% 3119
2024
Q1 		$202K Buy
+2,193
New +$186K ﹤0.01% 3095
2023
Q1 		– Sell
-2,279
Closed -$237K – 3271
2022
Q4 		$237K Buy
2,279
+12
+0.5% +$1.22K ﹤0.01% 2746
2022
Q3 		$201K Buy
+2,267
New +$196K ﹤0.01% 2849
2022
Q2 		– Sell
-2,289
Closed -$215K – 3277
2022
Q1 		$215K Buy
2,289
+1
+0% +$103 ﹤0.01% 2918
2021
Q4 		$241K Sell
2,288
-14
-0.6% -$1.44K ﹤0.01% 2853
2021
Q3 		$206K Sell
2,302
-881
-28% -$75.4K ﹤0.01% 2964
2021
Q2 		$276K Buy
+3,183
New +$284K ﹤0.01% 2782
2020
Q1 		– Sell
-2,560
Closed -$224K – 2451
2019
Q4 		$224K Buy
+2,560
New +$209K ﹤0.01% 2501
2019
Q2 		– Sell
-2,931
Closed -$239K – 2849
2019
Q1 		$239K Sell
2,931
-2,348
-44% -$197K ﹤0.01% 2396
2018
Q4 		$387K Sell
5,279
-11
-0.2% -$932 ﹤0.01% 1838
2018
Q3 		$515K Sell
5,290
-17
-0.3% -$1.7K ﹤0.01% 1885
2018
Q2 		$499K Sell
5,307
-61
-1% -$6.18K ﹤0.01% 1864
2018
Q1 		$531K Buy
5,368
+5
+0.1% +$482 ﹤0.01% 1675
2017
Q4 		$495K Sell
5,363
-32
-0.6% -$2.82K ﹤0.01% 1704
2017
Q3 		$481K Sell
5,395
-1,292
-19% -$108K ﹤0.01% 1738
2017
Q2 		$563K Buy
6,687
+2,461
+58% +$201K ﹤0.01% 1615
2017
Q1 		$331K Buy
4,226
+3
+0.1% +$245 ﹤0.01% 1838
2016
Q4 		$351K Buy
4,223
+346
+9% +$26.6K ﹤0.01% 1737
2016
Q3 		$267K Sell
3,877
-6
-0.2% -$398 ﹤0.01% 1864
2016
Q2 		$243K Buy
+3,883
New +$230K ﹤0.01% 1857

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
CWM
CIBC World Markets New York $20.8B AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Raymond James Financial Services Advisors's BOKF Position: Q3 2024 in Review

Raymond James Financial Services Advisors increased its BOK Financial (BOKF) stake by 0.14% in Q3 2024, buying an estimated $302 and bringing the position to 2,198 shares worth $230K. The position accounts for ﹤0.01% of the portfolio, ranked #3105.

Raymond James Financial Services Advisors first reported a position in BOKF in Q2 2016 and has held it in 22 quarters since. The position peaked at $563K in Q2 2017. 233 funds tracked by Wall St. Rank hold BOKF as of Q3 2024.

  • Raymond James Financial Services Advisors held 2,198 shares of BOK Financial worth $230K as of Q3 2024.
  • Raymond James Financial Services Advisors bought 3 BOK Financial shares in Q3 2024, an estimated $302.
  • BOK Financial made up ﹤0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #3105 holding.
  • Raymond James Financial Services Advisors first reported a position in BOK Financial in Q2 2016 and has held it in 22 quarters since.
  • Raymond James Financial Services Advisors's BOK Financial position peaked at $563K in Q2 2017.
  • 233 funds tracked by Wall St. Rank held BOK Financial as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.