SPS
BOKF icon

Susquehanna Portfolio Strategies’s BOK Financial BOKF Stock Holding History

Susquehanna Portfolio Strategies’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
Q4 		– Sell
-15,112
Closed -$1.58M – 62
2024
Q3 		$1.58M Hold
15,112
– – 0.11% 156
2024
Q2 		$1.38M Hold
15,112
– – 0.06% 250
2024
Q1 		$1.39M Hold
15,112
– – 0.03% 395
2023
Q4 		$1.29M Buy
+15,112
New +$1.14M 0.02% 538

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Susquehanna Portfolio Strategies's BOKF Position: Q4 2024 in Review

Susquehanna Portfolio Strategies sold out of BOK Financial (BOKF) in Q4 2024, closing a stake of 15,112 shares — an estimated $1.58M sold.

Susquehanna Portfolio Strategies first reported a position in BOKF in Q4 2023 and held it in 4 quarters. The position peaked at $1.58M in Q3 2024. 254 funds tracked by Wall St. Rank hold BOKF as of Q4 2024.

  • Susquehanna Portfolio Strategies reported no remaining BOK Financial position as of Q4 2024 after selling out during the quarter.
  • Susquehanna Portfolio Strategies sold 15,112 BOK Financial shares in Q4 2024, an estimated $1.58M.
  • Susquehanna Portfolio Strategies first reported a position in BOK Financial in Q4 2023 and held it in 4 quarters.
  • Susquehanna Portfolio Strategies's BOK Financial position peaked at $1.58M in Q3 2024.
  • 254 funds tracked by Wall St. Rank held BOK Financial as of Q4 2024.

Based on Susquehanna Portfolio Strategies's 13F filing for Q4 2024, filed 14 Feb 2025.