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Riverview Trust Company’s BOK Financial BOKF Stock Holding History

Riverview Trust Company’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 		– Sell
-166
Closed -$15.2K – 824
2024
Q2 		$15.2K Hold
166
– – 0.01% 543
2024
Q1 		$15.3K Buy
+166
New +$14.1K 0.01% 590
2023
Q4 		– Sell
-166
Closed -$13.3K – 159
2023
Q3 		$13.3K Hold
166
– – 0.01% 603
2023
Q2 		$13.4K Hold
166
– – 0.01% 606
2023
Q1 		$14K Hold
166
– – 0.01% 530
2022
Q4 		$17K Hold
166
– – 0.02% 372
2022
Q3 		$15K Buy
+166
New +$14.4K 0.01% 425

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 $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Riverview Trust Company's BOKF Position: Q3 2024 in Review

Riverview Trust Company sold out of BOK Financial (BOKF) in Q3 2024, closing a stake of 166 shares — an estimated $15.2K sold.

Riverview Trust Company first reported a position in BOKF in Q3 2022 and held it in 7 quarters. The position peaked at $17K in Q4 2022. 233 funds tracked by Wall St. Rank hold BOKF as of Q3 2024.

  • Riverview Trust Company reported no remaining BOK Financial position as of Q3 2024 after selling out during the quarter.
  • Riverview Trust Company sold 166 BOK Financial shares in Q3 2024, an estimated $15.2K.
  • Riverview Trust Company first reported a position in BOK Financial in Q3 2022 and held it in 7 quarters.
  • Riverview Trust Company's BOK Financial position peaked at $17K in Q4 2022.
  • 233 funds tracked by Wall St. Rank held BOK Financial as of Q3 2024.

Based on Riverview Trust Company's 13F filing for Q3 2024, filed 18 Oct 2024.