Ziegler Capital Management’s BOK Financial BOKF Stock Holding History

Ziegler Capital 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
2022 Q2	–	Sell	-13,061	Closed	-$1.23M	–	388
2022 Q1	$1.23M	Sell	13,061 -1,200	-8%	-$124K	0.05%	272
2021 Q4	$1.5M	Sell	14,261 -4,411	-24%	-$453K	0.05%	261
2021 Q3	$1.67M	Sell	18,672 -603	-3%	-$51.6K	0.06%	268
2021 Q2	$1.67M	Buy	+19,275	New	+$1.72M	0.06%	273

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

Ziegler Capital Management's BOKF Position: Q2 2022 in Review

Ziegler Capital Management sold out of BOK Financial (BOKF) in Q2 2022, closing a stake of 13,061 shares — an estimated $1.23M sold.

Ziegler Capital Management first reported a position in BOKF in Q2 2021 and held it in 4 quarters. The position peaked at $1.67M in Q3 2021. 190 funds tracked by Wall St. Rank hold BOKF as of Q2 2022.

Ziegler Capital Management reported no remaining BOK Financial position as of Q2 2022 after selling out during the quarter.
Ziegler Capital Management sold 13,061 BOK Financial shares in Q2 2022, an estimated $1.23M.
Ziegler Capital Management first reported a position in BOK Financial in Q2 2021 and held it in 4 quarters.
Ziegler Capital Management's BOK Financial position peaked at $1.67M in Q3 2021.
190 funds tracked by Wall St. Rank held BOK Financial as of Q2 2022.

Based on Ziegler Capital Management's 13F filing for Q2 2022, filed 21 Jul 2022.