BOKF β€” BOK FINL CORP

Ownership history in Freestone Grove Partners LP  Β·  5 quarters on record

This page tracks every 13F SEC filing in which Freestone Grove Partners LP 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 β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
0.42% (2025 Q4)
πŸ“Š Avg. % of fund
0.23%
πŸ“… First filed
2024 Q4
πŸ“… Last filed
2025 Q4
⏱ Quarters held
5

Position Intelligence

Freestone Grove Partners LP Γ— BOKF AI Analytics

πŸ“‰ Freestone Grove Partners LP underperformed the S&P 500 by –3.0% annually on this BOKF position. Timing score: 50% (2/4 decisions correct). Average cost basis: $109.72. Maximum drawdown during holding period: –7.3%.

πŸ“ˆ Position Alpha vs SPY
-3.0%
annualised excess return

⚠️ Trailed SPY by 3.0% ann. on this position.
4 quarters analyzed

⏱️ Timing Score
50%

➑️ Neutral timing β€” roughly coin-flip accuracy on add/trim calls.
2 of 4 add/trim decisions correct

πŸ’° Entry Quality
$109.72
+7.5% vs current ($117.90)

Best entry: $103.63 (2024 Q4)  Β·  Worst: $117.90 (2025 Q4)

πŸ›‘οΈ Drawdown Resilience
–7.3%
max drawdown while held

πŸ’Ž No drawdown exceeding 20% during the holding period β€” exceptionally stable.

πŸ’ͺ Fund Conviction
60%
buy-side decisions

3 adds Β· 2 trims. Bought during 0 of 2 down-price quarters. πŸ“ˆ More buys than sells across the holding period.

πŸ“‘ Position Trajectory
↑ Growing
last 4–5 quarters trend

πŸ“ˆ Freestone Grove Partners LP has been actively increasing its BOKF allocation β€” a bullish signal from insiders.
Currently 0.42% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    BOKF price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 495,532 +131,922 +36.3% 0.42% $58.7M $117.90
2025 Q3 ADDED 363,610 +291,894 +407.0% 0.30% $40.5M $110.28
2025 Q2 REDUCED 71,716 -3,567 -4.7% 0.05% $7.0M $96.08
2025 Q1 REDUCED 75,283 -128,941 -63.1% 0.08% $7.8M $101.91
2024 Q4 INITIATED 204,224 β€” β€” 0.27% $21.7M $103.63
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