ZIM
BOKF icon

Zacks Investment Management’s BOK Financial BOKF Stock Holding History

Zacks Investment Management’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
Q2 		– Sell
-41,389
Closed -$3.49M – 647
2023
Q1 		$3.49M Buy
41,389
+436
+1% +$42.6K 0.05% 221
2022
Q4 		$4.25M Sell
40,953
-419
-1% -$42.5K 0.06% 204
2022
Q3 		$3.68M Buy
+41,372
New +$3.58M 0.06% 199
2013
Q4 		– Sell
-6,157
Closed -$390K – 670
2013
Q3 		$390K Buy
6,157
+1,067
+21% +$70.3K 0.02% 431
2013
Q2 		$326K Buy
+5,090
New +$323K 0.02% 429

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
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Zacks Investment Management's BOKF Position: Q2 2023 in Review

Zacks Investment Management sold out of BOK Financial (BOKF) in Q2 2023, closing a stake of 41,389 shares — an estimated $3.49M sold.

Zacks Investment Management first reported a position in BOKF in Q2 2013 and held it in 5 quarters. The position peaked at $4.25M in Q4 2022. 217 funds tracked by Wall St. Rank hold BOKF as of Q2 2023.

  • Zacks Investment Management reported no remaining BOK Financial position as of Q2 2023 after selling out during the quarter.
  • Zacks Investment Management sold 41,389 BOK Financial shares in Q2 2023, an estimated $3.49M.
  • Zacks Investment Management first reported a position in BOK Financial in Q2 2013 and held it in 5 quarters.
  • Zacks Investment Management's BOK Financial position peaked at $4.25M in Q4 2022.
  • 217 funds tracked by Wall St. Rank held BOK Financial as of Q2 2023.

Based on Zacks Investment Management's 13F filing for Q2 2023, filed 15 Aug 2023.