BOK Financial Corporation
DE ˙ DB ˙ US05561Q2012
110,00 € ↑2,00 (1,85%)
2026-06-05
DEL PRIS
SecurityDE:BJR / BOK Financial Corporation
InstitutionJacobs Levy Equity Management, Inc
Latest Disclosed Ownership56,451 shares
Latest Disclosed Value $ 7,229,115
Jacobs Levy Equity Management, Inc reports 65.26% decrease in ownership of BJR / BOK Financial Corporation

On May 15, 2026 - Jacobs Levy Equity Management, Inc filed a 13F-HR form disclosing ownership of 56,451 shares of BOK Financial Corporation (DE:BJR) valued at $6,153,159 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 162,511 shares of BOK Financial Corporation. This represents a change in shares of -65.26% during the quarter. The current value of the position is $6,209,610 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-15 2026-03-31 13F BOK FINL COM NEW 05561Q201 56,451 -106,060 -65.26 7,229 -62.45 0.0304
2026-02-13 2025-12-31 13F BOK FINL COM NEW 05561Q201 162,511 -120,478 -42.57 19,251 -38.96 0.0743
2025-11-17 2025-09-30 13F BOK FINL COM NEW 05561Q201 282,989 -11,741 -3.98 31,536 9.60 0.1253
2025-08-14 2025-06-30 13F BOK FINL COM NEW 05561Q201 294,730 71,569 32.07 28,774 23.80 0.1128
2025-05-15 2025-03-31 13F BOK FINL COM NEW 05561Q201 223,161 -6,175 -2.69 23,242 -4.79 0.0922
2025-02-14 2024-12-31 13F BOK FINL COM NEW 05561Q201 229,336 5,591 2.50 24,413 4.29 0.0864
2024-11-14 2024-09-30 13F BOK FINL COM NEW 05561Q201 223,745 48,942 28.00 23,408 46.14 0.0903
2024-08-14 2024-06-30 13F BOK FINL COM NEW 05561Q201 174,803 135,629 346.22 16,019 344.45 0.0662
2024-05-15 2024-03-31 13F BOK FINL COM NEW 05561Q201 39,174 7,412 23.34 3,604 32.50 0.0161
2024-02-14 2023-12-31 13F BOK FINL COM NEW 05561Q201 31,762 -5,814 -15.47 2,720 -9.48 0.0137
2023-11-17 2023-09-30 13F BOK FINL COM NEW 05561Q201 37,576 -6,314 -14.39 3,005 -15.23 0.0178
2023-08-14 2023-06-30 13F BOK FINL COM NEW 05561Q201 43,890 -3,548 -7.48 3,545 -11.46 0.0204
2023-05-15 2023-03-31 13F BOK FINL COM NEW 05561Q201 47,438 33,796 247.73 4,004 182.97 0.0245
2023-02-14 2022-12-31 13F BOK FINL COM NEW 05561Q201 13,642 13,642 1,416 0.0096
2019-05-14 2019-03-31 13F BOK FINL COM NEW 05561Q201 0 -6,530 -100.00 0 -100.00
2019-02-14 2018-12-31 13F BOK FINL COM NEW 05561Q201 6,530 0 0.00 479 -24.57 0.0084
2018-11-14 2018-09-30 13F BOK FINL COM NEW 05561Q201 6,530 -14,490 -68.93 635 -67.86 0.0090
2018-08-14 2018-06-30 13F BOK FINL COM NEW 05561Q201 21,020 18,220 650.71 1,976 613.36 0.0311
2018-05-15 2018-03-31 13F BOK FINL COM NEW 05561Q201 2,800 -100 -3.45 277 3.36 0.0046
2018-02-13 2017-12-31 13F BOK FINL COM NEW 05561Q201 2,900 0 0.00 268 3.88 0.0047
2017-11-14 2017-09-30 13F BOK FINL COM 05561Q201 2,900 -3,440 -54.26 258 -51.59 0.0050
2017-11-09 2017-06-30 13F/A-1 BOK FINL COM 05561Q201 6,340 6,340 533 0.0114
2017-08-14 2017-06-30 13F BOK FINL COM NEW 05561Q201 6,340 6,340 533
2015-08-14 2015-06-30 13F BOK FINL COM 05561Q201 0 -39,661 -100.00 0 -100.00
2015-05-15 2015-03-31 13F BOK FINL COM 05561Q201 39,661 -84,898 -68.16 2,428 -67.54 0.0413
2015-02-17 2014-12-31 13F BOK FINL COM 05561Q201 124,559 109,899 749.65 7,479 667.08 0.1281
2014-11-14 2014-09-30 13F BOK FINL COM 05561Q201 14,660 -3,350 -18.60 975 -18.68 0.0163
2014-08-14 2014-06-30 13F BOK FINL COM 05561Q201 18,010 -30,922 -63.19 1,199 -64.52 0.0198
2014-05-15 2014-03-31 13F BOK FINL COM 05561Q201 48,932 -10,432 -17.57 3,379 -14.17 0.0566
2014-02-14 2013-12-31 13F BOK FINL COM 05561Q201 59,364 20,990 54.70 3,937 61.95 0.0591
2013-11-14 2013-09-30 13F BOK FINL COM NEW 05561Q201 38,374 24,524 177.07 2,431 174.07 0.0412
2013-08-14 2013-06-30 13F BOK FINL COM NEW 05561Q201 13,850 13,850 887 0.0157
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.