MARTIN & CO INC /TN/ BOKF — BOK Financial Corp.

Ownership history in MARTIN & CO INC /TN/  ·  29 quarters on record

AI Ownership Summary

MARTIN & CO INC /TN/ reported BOK Financial Corp. (BOKF) in 29 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.46% in 2024 Q4. The latest visible filing shows BOKF at 0.38% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this BOKF ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was MARTIN & CO INC /TN/'s position in BOK Financial Corp., and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

BOKF was reported at 0.38% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.46% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

BOKF stock page MARTIN & CO INC /TN/ fund profile MARTIN & CO INC /TN/ full holdings
How MARTIN & CO INC /TN/ held BOKF — position size vs. price
% of Fund (quarterly)    BOKF price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED — — — 18,786 +642 +3.5% 0.38% $2.2M 2026-02-14 (Est.) $133.59
2025 Q3 ADDED — — — 18,144 +350 +2.0% 0.36% $2.0M 2025-11-07 $106.94
2025 Q2 REDUCED — — — 17,794 -32 -0.2% 0.32% $1.7M 2025-08-13 $104.31
2025 Q1 ADDED — — — 17,826 +298 +1.7% 0.36% $1.9M 2025-05-15 $95.81
2024 Q4 REDUCED — — — 17,528 -632 -3.5% 0.46% $1.9M 2025-01-31 $107.49
2024 Q3 REDUCED — — — 18,160 -206 -1.1% 0.45% $1.9M 2024-11-05 $103.64
2024 Q2 REDUCED — — — 18,366 -48 -0.3% 0.42% $1.7M 2024-08-12 $92.42
2024 Q1 ADDED — — — 18,414 +102 +0.6% 0.41% $1.7M 2024-05-13 $90.25
2023 Q4 REDUCED — — — 18,312 -314 -1.7% 0.39% $1.6M 2024-02-13 $76.61
20 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding BOKF

As of 2026 Q1 — sorted by position size

Bayforest Capital Ltd 0.28% Professional Financial Advisors, LLC 3Y 0.25% ANCHYRA PARTNERS LLC 0.11% Elk River Wealth Management LLC 3Y 0.11% REINHART PARTNERS, LLC. 3Y 7Y 0.1% Legacy Wealth Asset Management, LLC 3Y 0.08% Olistico Wealth, LLC 3Y 0.03% Vest Financial, LLC 3Y 0.03% Wealth Enhancement Trust Services, Inc. 0.02% CX Institutional 3Y 7Y 0.02%

FAQ About MARTIN & CO INC /TN/ and BOKF

These are the practical questions this page is built to answer before you even open the full history table.

How long has MARTIN & CO INC /TN/ reported owning BOKF?

MARTIN & CO INC /TN/ reported BOKF across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported BOKF position in MARTIN & CO INC /TN/'s portfolio?

The largest reported portfolio weight for BOKF was 0.46% in 2024 Q4.

What is the latest reported BOKF position on this page?

The most recent filing on this page is 2025 Q4, when MARTIN & CO INC /TN/ reported 18,786 shares, equal to 0.38% of portfolio, with an estimated market value of $2.2M.

What does the chart on this BOKF ownership page compare?

The chart compares MARTIN & CO INC /TN/'s quarterly BOKF portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did MARTIN & CO INC /TN/ time their BOKF position?

Based on 13F filing dates vs. subsequent BOKF price moves, MARTIN & CO INC /TN/ correctly timed 15 out of 27 reported position changes (56%). The annualised alpha on BOKF relative to SPY over the holding period was +0.0%.

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