|Last update 2022-11-16||889 Stocks (51 new)|
|Value $4.94 Bil||Turnover 6 %|
BOKF, NA Profile
BOKF, National Association, of which the BOKF stands for Bank of Oklahoma Financial, is a financial services company that provides a variety of services such as banking, both personal and commercial, and investment and trust. BOKF, NA is based out of Tulsa Oklahoma. The company operates as a subsidiary of BOK Financial Corporation, which is a $31 billion regional financial services company. BOKF, NA operates with seven banking dicisions: Bank of Arkansas, Bank of Albuquerque, Bank of Arizona, Bank of Kansas City, Bank of Oklahoma, Bank of Texas, and Colorado State Bank and Trust, and has full service banks located in eight states. The company was originally established in 1910 and was formerly known as the Bank of Oklahoma, National Association, before changing its name to its current BOKF, NA. BOKF, NA is currently headed by Stanley A. Lybarger, who acts as the company’s CEO and President. The company invests most heavily in the finance sector, which alone makes up almost a third of its total asset allocations, and also invests in the information technology, energy, health care, consumer discretionary, industrials, and consumer staples sectors, among other sectors such as utilities and telecommunications and real estate to a lesser degree, in order of decreasing asset allocation. BOKF, NA’s top 10 holdings make just approximately 18.8% of its total holdings and the company had a most recent turnover rate of 16.16%. The company’s top holdings include Exxon Mobil Corp., iShares Trust - Core S&P Mid-Cap 400 Exchange Traded Fund, iShares Trust - Core S&P 500 Exchange Traded Fund, Apple Inc., and SPDR S&P 500 ETF Index Depositary Receipts, in order of decreasing asset holdings. All of its holdings make up less than 2% of its total holdings except for its top two holdings of which Exxon Mobil Corp. makes up 6.5% of its total.
BOKF, NA Investing Philosophy