TwinBeech Capital’s BOK Financial BOKF Stock Holding History

TwinBeech Capital’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
2025 Q3	–	Sell	-4,416	Closed	-$431K	–	584
2025 Q2	$431K	Buy	+4,416	New	+$415K	0.01%	512
2025 Q1	–	Sell	-15,516	Closed	-$1.65M	–	723
2024 Q4	$1.65M	Buy	+15,516	New	+$1.73M	0.03%	344
2023 Q3	–	Sell	-13,747	Closed	-$1.11M	–	646
2023 Q2	$1.11M	Buy	+13,747	New	+$1.13M	0.02%	448
2023 Q1	–	Sell	-2,090	Closed	-$217K	–	627
2022 Q4	$217K	Buy	+2,090	New	+$212K	﹤0.01%	650

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

CBU

CIBC Bancorp USA Chicago, Illinois $74.4B AUM

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

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

TwinBeech Capital's BOKF Position: Q3 2025 in Review

TwinBeech Capital sold out of BOK Financial (BOKF) in Q3 2025, closing a stake of 4,416 shares — an estimated $431K sold.

TwinBeech Capital first reported a position in BOKF in Q4 2022 and held it in 4 quarters. The position peaked at $1.65M in Q4 2024. 250 funds tracked by Wall St. Rank hold BOKF as of Q3 2025.

TwinBeech Capital reported no remaining BOK Financial position as of Q3 2025 after selling out during the quarter.
TwinBeech Capital sold 4,416 BOK Financial shares in Q3 2025, an estimated $431K.
TwinBeech Capital first reported a position in BOK Financial in Q4 2022 and held it in 4 quarters.
TwinBeech Capital's BOK Financial position peaked at $1.65M in Q4 2024.
250 funds tracked by Wall St. Rank held BOK Financial as of Q3 2025.

Based on TwinBeech Capital's 13F filing for Q3 2025, filed 14 Nov 2025.