Truist Financial
BOKF icon

Truist Financial’s BOK Financial BOKF Stock Holding History

Truist Financial’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
2021
Q2 		– Sell
-10,589
Closed -$946K – 2714
2021
Q1 		$946K Sell
10,589
-15,647
-60% -$1.33M ﹤0.01% 1625
2020
Q4 		$1.8M Buy
26,236
+5,107
+24% +$329K ﹤0.01% 1215
2020
Q3 		$1.09M Sell
21,129
-6,788
-24% -$373K ﹤0.01% 1327
2020
Q2 		$1.58M Sell
27,917
-554
-2% -$28.4K ﹤0.01% 1124
2020
Q1 		$1.21M Buy
28,471
+6,454
+29% +$455K ﹤0.01% 1185
2019
Q4 		$1.93M Sell
22,017
-1,127
-5% -$91.8K ﹤0.01% 1147
2019
Q3 		$1.83M Buy
23,144
+269
+1% +$21.1K 0.03% 369
2019
Q2 		$1.73M Buy
22,875
+519
+2% +$42.1K 0.03% 377
2019
Q1 		$1.82M Buy
22,356
+895
+4% +$75.2K 0.03% 364
2018
Q4 		$1.57M Buy
21,461
+247
+1% +$20.9K 0.03% 373
2018
Q3 		$2.06M Buy
21,214
+2,040
+11% +$204K 0.04% 357
2018
Q2 		$1.8M Buy
19,174
+398
+2% +$40.3K 0.03% 373
2018
Q1 		$1.86M Buy
18,776
+2,077
+12% +$200K 0.04% 376
2017
Q4 		$1.54M Buy
16,699
+1,485
+10% +$131K 0.03% 412
2017
Q3 		$1.35M Buy
15,214
+1,244
+9% +$104K 0.03% 422
2017
Q2 		$1.18M Buy
13,970
+3,179
+29% +$259K 0.02% 444
2017
Q1 		$845K Buy
+10,791
New +$880K 0.02% 496

Other funds holding BOKF

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
GKFF
George Kaiser Family Foundation Tulsa, Oklahoma $883M AUM 21.04% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Truist Financial's BOKF Position: Q2 2021 in Review

Truist Financial sold out of BOK Financial (BOKF) in Q2 2021, closing a stake of 10,589 shares — an estimated $946K sold.

Truist Financial first reported a position in BOKF in Q1 2017 and held it in 17 quarters. The position peaked at $2.06M in Q3 2018. 182 funds tracked by Wall St. Rank hold BOKF as of Q2 2021.

  • Truist Financial reported no remaining BOK Financial position as of Q2 2021 after selling out during the quarter.
  • Truist Financial sold 10,589 BOK Financial shares in Q2 2021, an estimated $946K.
  • Truist Financial first reported a position in BOK Financial in Q1 2017 and held it in 17 quarters.
  • Truist Financial's BOK Financial position peaked at $2.06M in Q3 2018.
  • 182 funds tracked by Wall St. Rank held BOK Financial as of Q2 2021.

Based on Truist Financial's 13F filing for Q2 2021, filed 16 Aug 2021.