Position in BOKF
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$9,114,414
+$3,740,240 QoQ
Shares Held
71,173
+56.9% QoQ
Ownership
0.117%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BOKF Over Time
Shares Held
Position Value (USD)
Derivatives in BOKF
reported options exposure · as of Mar 31, 2020CallValue
$0
CallShares
0
PutValue
$217,056
PutShares
5,100
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Banks - Regional
Financial Services · as of Mar 31, 2026BARCLAYS PLC holds $2,464,673,584 across 287 Banks - Regional names. BOKF ranks #31 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp De
|
6,940,768 | $360,989,342 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
1,306,318 | $271,831,710 | |
| 3 | RF |
Regions Financial Corp
|
6,916,422 | $180,656,941 | |
| 4 | FITB |
Fifth Third Bancorp
|
3,852,955 | $179,008,287 | |
| 5 | TFC |
Truist Financial Corp
|
3,740,353 | $171,944,025 | |
| 6 | NU |
Nu Holdings Ltd.
|
9,640,171 | $138,529,256 | |
| 7 | MTB |
M&T Bank Corp
|
650,099 | $134,388,464 | |
| 8 | HBAN |
Huntington Bancshares Inc /Md/
|
7,763,791 | $121,503,327 |
All Filings in BOKF
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $9,114,414 | 71,173 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $5,374,174 | 45,367 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $310,693 | 2,788 | Shares | Sole | 2026-03-31 | |
| 2025-06-30 | $1,781,746 | 18,250 | Shares | Sole | 2026-02-27 | |
| 2025-03-31 | $3,017,850 | 28,976 | Shares | Sole | 2026-03-17 | |
| 2024-12-31 | $3,582,893 | 33,658 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $2,097,316 | 20,047 | Shares | Sole | 2024-11-19 | |
| 2024-06-30 | $3,152,781 | 34,404 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $3,754,704 | 40,812 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $4,155,651 | 48,519 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $3,584,302 | 44,815 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $3,478,224 | 43,058 | Shares | Sole | 2023-09-20 | |
| 2023-03-31 | $1,635,021 | 19,370 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $888,234 | 8,558 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $829,329 | 9,333 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $1,715,967 | 22,704 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $4,973,899 | 52,942 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $5,787,497 | 54,863 | Shares | Sole | 2022-02-23 | |
| 2021-09-30 | $2,778,915 | 31,032 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $6,144,616 | 70,954 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $3,149,244 | 35,258 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $856,478 | 12,507 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $113,166 | 2,197 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $291,681 | 5,168 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $804,256 | 18,897 | Shares | Sole | 2020-05-13 | |
| 2020-03-31 | $217,056 | 5,100 | Put | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||