Chuck Royce's BOKF Position Overview
Chuck Royce (via Royce & Associates Lp) currently holds 45,005 shares of BOK Financial Corporation (BOKF) worth $5.76 M, representing 0.06% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 52 quarters.
Based on 13F filings since 2013, Chuck Royce has maintained a long-term strategic position in BOKF, representing a significant commitment to this investment thesis. Largest addition occurred in Q2 2015, adding 103,500 shares. Largest reduction occurred in Q4 2015, reducing 153,000 shares.
Analysis based on 13F filings available since 2013 Q2
Chuck Royce's BOK Financial Corporation (BOKF) Holding Value Over Time
Track share changes against reported price movement
Quarterly BOK Financial Corporation (BOKF) Trades by Chuck Royce
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | -632 | Reduce 1.38% | 45,005 | $128.06 |
| Q4 2025 | -3,467 | Reduce 7.06% | 45,637 | $118.46 |
| Q3 2025 | -7,060 | Reduce 12.57% | 49,104 | $111.44 |
| Q1 2025 | +12 | Add 0.02% | 56,164 | $104.15 |
| Q3 2024 | -8,935 | Reduce 13.73% | 56,152 | $104.62 |
| Q2 2024 | -18 | Reduce 0.03% | 65,087 | $91.64 |
| Q1 2024 | -470 | Reduce 0.72% | 65,105 | $92.00 |
| Q4 2023 | -59,035 | Reduce 47.38% | 65,575 | $85.65 |
| Q3 2023 | -24,424 | Reduce 16.39% | 124,610 | $79.98 |
| Q2 2023 | -17,690 | Reduce 10.61% | 149,034 | $80.78 |
| Q1 2023 | -31,715 | Reduce 15.98% | 166,724 | $84.41 |
| Q4 2022 | +65 | Add 0.03% | 198,439 | $103.79 |
| Q3 2022 | -8 | Reduce 0.00% | 198,374 | $88.86 |
| Q2 2022 | -16,287 | Reduce 7.59% | 198,382 | $75.58 |
| Q1 2022 | -43,485 | Reduce 16.84% | 214,669 | $93.95 |
| Q4 2021 | -24,109 | Reduce 8.54% | 258,154 | $105.49 |
| Q3 2021 | -7,358 | Reduce 2.54% | 282,263 | $89.55 |
| Q2 2021 | -37,662 | Reduce 11.51% | 289,621 | $86.60 |
| Q1 2021 | +32,298 | Add 10.95% | 327,283 | $89.32 |
| Q4 2020 | -32,919 | Reduce 10.04% | 294,985 | $68.48 |
| Q3 2020 | -26,262 | Reduce 7.42% | 327,904 | $51.51 |
| Q2 2020 | -38,682 | Reduce 9.85% | 354,166 | $56.44 |
| Q1 2020 | +39,500 | Add 11.18% | 392,848 | $42.56 |
| Q4 2019 | -30,642 | Reduce 7.98% | 353,348 | $87.40 |
| Q3 2019 | -15,617 | Reduce 3.91% | 383,990 | $79.15 |
| Q2 2019 | -56,069 | Reduce 12.30% | 399,607 | $75.48 |
| Q1 2019 | -4,031 | Reduce 0.88% | 455,676 | $81.55 |
| Q4 2018 | -11,884 | Reduce 2.52% | 459,707 | $73.33 |
| Q3 2018 | -600 | Reduce 0.13% | 471,591 | $97.28 |
| Q2 2018 | -15,700 | Reduce 3.22% | 472,191 | $94.01 |
| Q1 2018 | +10,312 | Add 2.16% | 487,891 | $98.99 |
| Q4 2017 | +26,752 | Add 5.93% | 477,579 | $92.32 |
| Q3 2017 | -14,255 | Reduce 3.07% | 450,827 | $89.08 |
| Q2 2017 | +50,789 | Add 12.26% | 465,082 | $84.13 |
| Q1 2017 | +13,811 | Add 3.45% | 414,293 | $78.27 |
| Q4 2016 | -12,800 | Reduce 3.10% | 400,482 | $83.04 |
| Q3 2016 | -1,330 | Reduce 0.32% | 413,282 | $68.97 |
| Q1 2016 | -2,400 | Reduce 0.58% | 414,612 | $54.62 |
| Q4 2015 | -153,000 | Reduce 26.84% | 417,012 | $59.79 |
| Q3 2015 | -2,270 | Reduce 0.40% | 570,012 | $64.71 |
| Q2 2015 | +103,500 | Add 22.08% | 572,282 | $69.58 |
| Q1 2015 | -12,300 | Reduce 2.56% | 468,782 | $61.22 |
| Q4 2014 | +25,000 | Add 5.48% | 481,082 | $60.04 |
| Q2 2014 | -100,000 | Reduce 17.98% | 456,082 | $66.60 |
| Q2 2013 | +556,082 | Add 0.00% | 556,082 | $64.05 |
Chuck Royce's BOK Financial Corporation Investment FAQs
Chuck Royce first purchased BOK Financial Corporation (BOKF) in Q2 2013, acquiring 556,082 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Chuck Royce has held BOK Financial Corporation (BOKF) for 52 quarters since Q2 2013.
Chuck Royce's largest addition to BOK Financial Corporation (BOKF) was in Q2 2013, adding 556,082 shares worth $35.62 M.
According to the latest 13F filing for Q1 2026, Chuck Royce's firm, Royce & Associates Lp, owns 45,005 shares of BOK Financial Corporation (BOKF), valued at approximately $5.76 M.
As of the Q1 2026 filing, BOK Financial Corporation (BOKF) represents approximately 0.06% of Chuck Royce's publicly disclosed stock portfolio, making it one of their key holdings.
Chuck Royce's peak holding in BOK Financial Corporation (BOKF) was 572,282 shares, as reported at the end of Q2 2015.