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SKBA Capital Management’s BOK Financial BOKF Stock Holding History

SKBA Capital Management’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
-2,140
Closed -$222K – 76
2022
Q4 		$222K Buy
+2,140
New +$217K 0.04% 75
2020
Q3 		– Sell
-101,540
Closed -$5.73M – 74
2020
Q2 		$5.73M Sell
101,540
-1,800
-2% -$92.1K 1.11% 44
2020
Q1 		$4.4M Sell
103,340
-4,500
-4% -$317K 1% 47
2019
Q4 		$9.43M Sell
107,840
-8,850
-8% -$721K 1.49% 37
2019
Q3 		$9.24M Sell
116,690
-23,600
-17% -$1.85M 1.47% 37
2019
Q2 		$10.6M Sell
140,290
-4,400
-3% -$357K 1.69% 27
2019
Q1 		$11.8M Sell
144,690
-13,970
-9% -$1.17M 1.9% 27
2018
Q4 		$11.6M Sell
158,660
-11,200
-7% -$949K 1.89% 24
2018
Q3 		$16.5M Hold
169,860
– – 2.14% 16
2018
Q2 		$16M Sell
169,860
-1,950
-1% -$198K 2.15% 15
2018
Q1 		$17M Sell
171,810
-1,900
-1% -$183K 2.31% 15
2017
Q4 		$16M Buy
173,710
+3,300
+2% +$291K 2.23% 15
2017
Q3 		$15.2M Sell
170,410
-200
-0.1% -$16.7K 2.18% 17
2017
Q2 		$14.4M Sell
170,610
-10,000
-6% -$815K 2.17% 18
2017
Q1 		$14.1M Buy
180,610
+3,200
+2% +$261K 1.88% 28
2016
Q4 		$14.7M Sell
177,410
-21,480
-11% -$1.65M 1.73% 28
2016
Q3 		$13.7M Sell
198,890
-13,600
-6% -$903K 1.53% 33
2016
Q2 		$13.3M Buy
212,490
+39,440
+23% +$2.34M 1.3% 40
2016
Q1 		$9.45M Buy
173,050
+30,000
+21% +$1.57M 0.95% 49
2015
Q4 		$8.55M Sell
143,050
-2,200
-2% -$144K 0.87% 48
2015
Q3 		$9.4M Buy
145,250
+92,385
+175% +$6.01M 0.81% 46
2015
Q2 		$3.68M Buy
+52,865
New +$3.46M 0.29% 69

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

SKBA Capital Management's BOKF Position: Q1 2023 in Review

SKBA Capital Management sold out of BOK Financial (BOKF) in Q1 2023, closing a stake of 2,140 shares — an estimated $222K sold.

SKBA Capital Management first reported a position in BOKF in Q2 2015 and held it in 22 quarters. The position peaked at $17M in Q1 2018. 221 funds tracked by Wall St. Rank hold BOKF as of Q1 2023.

  • SKBA Capital Management reported no remaining BOK Financial position as of Q1 2023 after selling out during the quarter.
  • SKBA Capital Management sold 2,140 BOK Financial shares in Q1 2023, an estimated $222K.
  • SKBA Capital Management first reported a position in BOK Financial in Q2 2015 and held it in 22 quarters.
  • SKBA Capital Management's BOK Financial position peaked at $17M in Q1 2018.
  • 221 funds tracked by Wall St. Rank held BOK Financial as of Q1 2023.

Based on SKBA Capital Management's 13F filing for Q1 2023, filed 11 May 2023.