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Steward Financial Group’s BOK Financial BOKF Stock Holding History

Steward 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
2023
Q3 		$4K Buy
+52
New +$4.4K ﹤0.01% 688
2023
Q2 		– Sell
-56
Closed -$4K – 529
2023
Q1 		$4K Buy
56
+30
+115% +$2.93K ﹤0.01% 347
2022
Q4 		$2K Buy
+26
New +$2.64K ﹤0.01% 311
2022
Q3 		– Sell
-9
Closed – – 238
2022
Q2 		$0 Buy
+9
New +$759 ﹤0.01% 1000

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
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
CWM
CIBC World Markets New York $20.8B AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Steward Financial Group's BOKF Position: Q3 2023 in Review

Steward Financial Group opened a new position in BOK Financial (BOKF) in Q3 2023: 52 shares worth $4K. The stake represents ﹤0.01% of the portfolio and ranks #688 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in BOKF as recently as Q1 2023.

Steward Financial Group first reported a position in BOKF in Q2 2022 and has held it in 4 quarters since. 202 funds tracked by Wall St. Rank hold BOKF as of Q3 2023.

  • Steward Financial Group held 52 shares of BOK Financial worth $4K as of Q3 2023.
  • BOK Financial was a new Steward Financial Group position in Q3 2023.
  • BOK Financial made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #688 holding.
  • Steward Financial Group first reported a position in BOK Financial in Q2 2022 and has held it in 4 quarters since.
  • 202 funds tracked by Wall St. Rank held BOK Financial as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.