BOKF BOK FINL CORP

Ownership history in Avalon Advisory Group  ·  7 quarters on record

This page tracks every 13F SEC filing in which Avalon Advisory Group reported a position in BOK FINL CORP (BOKF). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.62% (2024 Q3)
Avg. % of fund
0.54%
First filed
2024 Q1
Last filed
2025 Q3
Quarters held
7
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 8,078 -3,691 -31.4% 0.36% $900K $110.28
2025 Q2 UNCHANGED 11,769 0% 0.49% $1.1M $96.08
2025 Q1 UNCHANGED 11,769 0% 0.58% $1.2M $101.91
2024 Q4 REDUCED 11,769 -1,268 -9.7% 0.57% $1.3M $103.63
2024 Q3 UNCHANGED 13,037 0% 0.62% $1.4M $101.34
2024 Q2 UNCHANGED 13,037 0% 0.57% $1.2M $88.27
2024 Q1 INITIATED 13,037 0.58% $1.2M
% of Fund (quarterly)    BOKF price (monthly, adj. close)
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