Resources Management Corp’s BOK Financial BOKF Stock Holding History

Resources Management 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
2025 Q2	–	Sell	-5,550	Closed	-$578K	–	414
2025 Q1	$578K	Hold	5,550	–	–	0.08%	154
2024 Q4	$591K	Hold	5,550	–	–	0.08%	150
2024 Q3	$581K	Hold	5,550	–	–	0.08%	156
2024 Q2	$509K	Hold	5,550	–	–	0.07%	158
2024 Q1	$511K	Hold	5,550	–	–	0.07%	157
2023 Q4	$475K	Hold	5,550	–	–	0.07%	164
2023 Q3	$444K	Hold	5,550	–	–	0.07%	160
2023 Q2	$448K	Sell	5,550 -17,850	-76%	-$1.47M	0.07%	162
2023 Q1	$736K	Buy	23,400 +17,850	+322%	+$1.74M	0.12%	129
2022 Q4	$576K	Hold	5,550	–	–	0.09%	155
2022 Q3	$493K	Hold	5,550	–	–	0.09%	166
2022 Q2	$419K	Hold	5,550	–	–	0.07%	181
2022 Q1	$521K	Hold	5,550	–	–	0.07%	175
2021 Q4	$585K	Hold	5,550	–	–	0.08%	177
2021 Q3	$497K	Hold	5,550	–	–	0.07%	185
2021 Q2	$481K	Buy	5,550 +550	+11%	+$49.1K	0.07%	194
2021 Q1	$447K	Hold	5,000	–	–	0.07%	188
2020 Q4	$342K	Hold	5,000	–	–	0.06%	198
2020 Q3	$258K	Hold	5,000	–	–	0.05%	200
2020 Q2	$282K	Hold	5,000	–	–	0.05%	197
2020 Q1	$213K	Hold	5,000	–	–	0.05%	200
2019 Q4	$437K	Hold	5,000	–	–	0.08%	169
2019 Q3	$396K	Buy	+5,000	New	+$392K	0.07%	173
2018 Q4	$366K	Hold	5,000	–	–	0.08%	169
2018 Q3	$486K	Buy	+5,000	New	+$499K	0.09%	163

Other funds holding BOKF

GKFF

George Kaiser Family Foundation Tulsa, Oklahoma $883M AUM 21.04% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

CWM

CIBC World Markets New York $20.8B AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Resources Management Corp's BOKF Position: Q2 2025 in Review

Resources Management Corp sold out of BOK Financial (BOKF) in Q2 2025, closing a stake of 5,550 shares — an estimated $578K sold.

Resources Management Corp first reported a position in BOKF in Q3 2018 and held it in 25 quarters. The position peaked at $736K in Q1 2023. 245 funds tracked by Wall St. Rank hold BOKF as of Q2 2025.

Resources Management Corp reported no remaining BOK Financial position as of Q2 2025 after selling out during the quarter.
Resources Management Corp sold 5,550 BOK Financial shares in Q2 2025, an estimated $578K.
Resources Management Corp first reported a position in BOK Financial in Q3 2018 and held it in 25 quarters.
Resources Management Corp's BOK Financial position peaked at $736K in Q1 2023.
245 funds tracked by Wall St. Rank held BOK Financial as of Q2 2025.

Based on Resources Management Corp's 13F filing for Q2 2025, filed 15 Aug 2025.