Susquehanna Fundamental Investments’s BOK Financial BOKF Stock Holding History

Susquehanna Fundamental Investments’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
2026 Q1	$2.12M	Buy	+16,577	New	+$2.13M	0.08%	209
2023 Q3	–	Sell	-7,788	Closed	-$629K	–	390
2023 Q2	$629K	Sell	7,788 -20,600	-73%	-$1.7M	0.02%	406
2023 Q1	$2.4M	Sell	28,388 -5,752	-17%	-$562K	0.06%	336
2022 Q4	$3.54M	Hold	34,140	–	–	0.06%	359
2022 Q3	$3.03M	Buy	+34,140	New	+$2.95M	0.05%	466
2021 Q3	–	Sell	-27,683	Closed	-$2.4M	–	1706
2021 Q2	$2.4M	Sell	27,683 -4,425	-14%	-$395K	0.04%	542
2021 Q1	$2.87M	Sell	32,108 -912	-3%	-$77.3K	0.05%	513
2020 Q4	$2.26M	Sell	33,020 -880	-3%	-$56.7K	0.04%	589
2020 Q3	$1.75M	Buy	33,900 +25,200	+290%	+$1.39M	0.05%	472
2020 Q2	$491K	Buy	+8,700	New	+$445K	0.02%	620

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

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

CBU

CIBC Bancorp USA Chicago, Illinois $74.4B AUM

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

Susquehanna Fundamental Investments's BOKF Position: Q1 2026 in Review

Susquehanna Fundamental Investments opened a new position in BOK Financial (BOKF) in Q1 2026: 16,577 shares worth $2.12M. The stake represents 0.08% of the portfolio and ranks #209 among its holdings. This is a return to the name: Susquehanna Fundamental Investments previously reported a position in BOKF as recently as Q2 2023.

Susquehanna Fundamental Investments first reported a position in BOKF in Q2 2020 and has held it in 10 quarters since. The position peaked at $3.54M in Q4 2022. 288 funds tracked by Wall St. Rank hold BOKF as of Q1 2026.

Susquehanna Fundamental Investments held 16,577 shares of BOK Financial worth $2.12M as of Q1 2026.
BOK Financial was a new Susquehanna Fundamental Investments position in Q1 2026.
BOK Financial made up 0.08% of Susquehanna Fundamental Investments's portfolio in Q1 2026, its #209 holding.
Susquehanna Fundamental Investments first reported a position in BOK Financial in Q2 2020 and has held it in 10 quarters since.
Susquehanna Fundamental Investments's BOK Financial position peaked at $3.54M in Q4 2022.
288 funds tracked by Wall St. Rank held BOK Financial as of Q1 2026.

Based on Susquehanna Fundamental Investments's 13F filing for Q1 2026, filed 15 May 2026.