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Van Berkom & Associates’s BOK Financial BOKF Stock Holding History

Van Berkom & Associates’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
2023
Q3 		– Sell
-15,893
Closed -$1.28M – 64
2023
Q2 		$1.28M Hold
15,893
– – 0.05% 56
2023
Q1 		$1.34M Sell
15,893
-357
-2% -$34.9K 0.05% 55
2022
Q4 		$1.69M Buy
16,250
+23
+0.1% +$2.33K 0.07% 51
2022
Q3 		$1.44M Buy
16,227
+38
+0.2% +$3.29K 0.07% 54
2022
Q2 		$1.22M Buy
16,189
+1,453
+10% +$123K 0.05% 60
2022
Q1 		$1.38M Sell
14,736
-1,522
-9% -$157K 0.05% 56
2021
Q4 		$1.72M Buy
16,258
+26
+0.2% +$2.67K 0.05% 55
2021
Q3 		$1.45M Buy
16,232
+1,634
+11% +$140K 0.04% 57
2021
Q2 		$1.26M Sell
14,598
-4,507
-24% -$403K 0.03% 59
2021
Q1 		$1.71M Buy
19,105
+1,749
+10% +$148K 0.04% 58
2020
Q4 		$1.19M Sell
17,356
-1,476
-8% -$95.1K 0.03% 59
2020
Q3 		$970K Buy
18,832
+687
+4% +$37.8K 0.03% 60
2020
Q2 		$1.02M Sell
18,145
-435
-2% -$22.3K 0.03% 58
2020
Q1 		$791K Buy
18,580
+2,226
+14% +$157K 0.03% 60
2019
Q4 		$1.43M Sell
16,354
-275
-2% -$22.4K 0.04% 56
2019
Q3 		$1.32M Buy
16,629
+1,226
+8% +$96.1K 0.03% 58
2019
Q2 		$1.16M Hold
15,403
– – 0.03% 59
2019
Q1 		$1.26M Buy
15,403
+3,358
+28% +$282K 0.04% 57
2018
Q4 		$883K Buy
12,045
+32
+0.3% +$2.71K 0.03% 57
2018
Q3 		$1.17M Sell
12,013
-52
-0.4% -$5.19K 0.03% 58
2018
Q2 		$1.13M Sell
12,065
-20
-0.2% -$2.03K 0.03% 61
2018
Q1 		$1.2M Buy
12,085
+344
+3% +$33.2K 0.04% 60
2017
Q4 		$1.08M Buy
+11,741
New +$1.04M 0.04% 58

Other funds holding BOKF

GKFF
George Kaiser Family Foundation Tulsa, Oklahoma $1.04B AUM 36.93% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CWM
CIBC World Markets New York $20.8B AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Van Berkom & Associates's BOKF Position: Q3 2023 in Review

Van Berkom & Associates sold out of BOK Financial (BOKF) in Q3 2023, closing a stake of 15,893 shares — an estimated $1.28M sold.

Van Berkom & Associates first reported a position in BOKF in Q4 2017 and held it in 23 quarters. The position peaked at $1.72M in Q4 2021. 202 funds tracked by Wall St. Rank hold BOKF as of Q3 2023.

  • Van Berkom & Associates reported no remaining BOK Financial position as of Q3 2023 after selling out during the quarter.
  • Van Berkom & Associates sold 15,893 BOK Financial shares in Q3 2023, an estimated $1.28M.
  • Van Berkom & Associates first reported a position in BOK Financial in Q4 2017 and held it in 23 quarters.
  • Van Berkom & Associates's BOK Financial position peaked at $1.72M in Q4 2021.
  • 202 funds tracked by Wall St. Rank held BOK Financial as of Q3 2023.

Based on Van Berkom & Associates's 13F filing for Q3 2023, filed 7 Nov 2023.