Position in BOKF
as of Mar 31, 2026
· filed Apr 30, 2026
Position Value
$3,360,934
+$1,586,285 QoQ
Shares Held
26,245
+75.2% QoQ
Ownership
0.043%
of shares outstanding
% of Portfolio
0.39%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 12.493808344446562.ToString("F0")%
Shared 0.ToString("F0")%
None 87.50619165555344.ToString("F0")%
Common Shares in BOKF Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026ISTHMUS PARTNERS, LLC holds $48,039,537 across 10 Banks - Regional names. BOKF ranks #6 (7.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
68,691 | $14,293,910 | |
| 2 | FITB |
Fifth Third Bancorp
|
296,132 | $13,758,292 | |
| 3 | AMAL |
Amalgamated Financial Corp.
|
112,570 | $4,375,595 | |
| 4 | SRCE |
1St Source Corp
|
55,931 | $3,870,984 | |
| 5 | CCBG |
Capital City Bank Group Inc
|
87,424 | $3,799,447 | |
| 6 | BOKF |
Bok Financial Corp
This page
|
26,245 | $3,360,934 | |
| 7 | INDB |
Independent Bank Corp
|
41,904 | $3,151,599 | |
| 8 | USB |
US Bancorp De
|
12,646 | $657,718 |
All Filings in BOKF
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,360,934 | 26,245 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $1,774,649 | 14,981 | Shares | Sole | 2026-02-05 | |
| No filing history on record for this holder in this stock. | ||||||