Tarbox Family Office’s BOK Financial BOKF Stock Holding History

Tarbox Family Office’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
2022 Q2	–	Sell	-20	Closed	-$2K	–	235
2022 Q1	$2K	Hold	20	–	–	﹤0.01%	773
2021 Q4	$2K	Hold	20	–	–	﹤0.01%	851
2021 Q3	$2K	Hold	20	–	–	﹤0.01%	891
2021 Q2	$2K	Hold	20	–	–	﹤0.01%	898
2021 Q1	$2K	Hold	20	–	–	﹤0.01%	848
2020 Q4	$1K	Hold	20	–	–	﹤0.01%	963
2020 Q3	$1K	Hold	20	–	–	﹤0.01%	925
2020 Q2	$1K	Hold	20	–	–	﹤0.01%	916
2020 Q1	$1K	Hold	20	–	–	﹤0.01%	800
2019 Q4	$2K	Hold	20	–	–	﹤0.01%	768
2019 Q3	$2K	Hold	20	–	–	﹤0.01%	703
2019 Q2	$2K	Buy	+20	New	+$1.62K	﹤0.01%	699

Other funds holding BOKF

Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

GKFF

George Kaiser Family Foundation Tulsa, Oklahoma $883M AUM 21.04% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

CWM

CIBC World Markets New York $20.8B AUM

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

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

Tarbox Family Office's BOKF Position: Q2 2022 in Review

Tarbox Family Office sold out of BOK Financial (BOKF) in Q2 2022, closing a stake of 20 shares — an estimated $2K sold.

Tarbox Family Office first reported a position in BOKF in Q2 2019 and held it in 12 quarters. The position peaked at $2K in Q1 2022. 190 funds tracked by Wall St. Rank hold BOKF as of Q2 2022.

Tarbox Family Office reported no remaining BOK Financial position as of Q2 2022 after selling out during the quarter.
Tarbox Family Office sold 20 BOK Financial shares in Q2 2022, an estimated $2K.
Tarbox Family Office first reported a position in BOK Financial in Q2 2019 and held it in 12 quarters.
Tarbox Family Office's BOK Financial position peaked at $2K in Q1 2022.
190 funds tracked by Wall St. Rank held BOK Financial as of Q2 2022.

Based on Tarbox Family Office's 13F filing for Q2 2022, filed 19 Jul 2022.