Institutions / BOK Financial Private Wealth, Inc.
BOK Financial Private Wealth, Inc.
CIK 1317348 · Institution · as of Mar 31, 2026
Portfolio value
$1.66B
Positions
448
As of
Mar 31, 2026
Portfolio trend
Portfolio value
$1.66B+1.3%Positions
448-1.8%Top holdings
Mar 31, 2026View all 448 →
| Company | Value | % of portfolio |
|---|---|---|
| Vanguard Index Fds | $302.93M | 18.3% |
| Vanguard Tax-Managed Fds | $166.15M | 10.0% |
| Vanguard Index Fds | $155.53M | 9.4% |
| Vanguard Index Fds | $113.36M | 6.8% |
| Vanguard Malvern Fds | $84.17M | 5.1% |
| iShares Tr | $81.58M | 4.9% |
| iShares Tr | $69.83M | 4.2% |
| iShares Tr | $69.78M | 4.2% |
| iShares Gold Tr | $52.80M | 3.2% |
| iShares Tr | $49.44M | 3.0% |
| Vanguard Malvern Fds | $47.25M | 2.9% |
| Vanguard Index Fds | $41.25M | 2.5% |
| iShares Tr | $30.07M | 1.8% |
| iShares MSCI UAE ETF | $26.81M | 1.6% |
| Vanguard Star Fds | $26.40M | 1.6% |
| iShares Tr | $19.17M | 1.2% |
| iShares Tr | $18.94M | 1.1% |
| Apple Inc. | $15.48M | 0.9% |
| iShares Tr | $10.69M | 0.6% |
| Vanguard Index Fds | $10.04M | 0.6% |
| Alphabet Inc. | $9.55M | 0.6% |
| iShares Tr | $9.17M | 0.6% |
| SPDR Series Trust | $8.44M | 0.5% |
| Schwab Strategic Tr | $8.16M | 0.5% |
| Broadcom Inc. | $8.08M | 0.5% |
Activity
Mar 31, 2026View full history →
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | New | 922020748 Common stock | $47.25M | +611K | 610,668 2.85% of portfolio | medium |
| Q1 2026 as of | Add | 46436F103 Common stock | $19.70M | +422K +59.53% | 1,130,650 3.19% of portfolio | medium |
| Q1 2026 as of | Add | 921943858 Common stock | $7.12M | +111K +4.48% | 2,592,872 10.04% of portfolio | medium |
| Q1 2026 as of | Add | 922020805 Common stock | $5.58M | +112K +7.10% | 1,685,046 5.08% of portfolio | medium |
| Q1 2026 as of | Add | 922908363 Common stock | $3.74M | +6K +1.25% | 506,947 18.30% of portfolio | low |
| Q1 2026 as of | Trim | 464287200 Common stock | $-2.16M | -3K -3.00% | 106,908 4.22% of portfolio | low |
| Q1 2026 as of | Trim | 464287507 Common stock | $-2.06M | -31K -2.47% | 1,208,022 4.93% of portfolio | low |
| Q1 2026 as of | Trim | 464287622 Common stock | $-1.60M | -4K -2.24% | 195,697 4.21% of portfolio | low |
| Q1 2026 as of | Trim | 922908736 Common stock | $-1.35M | -3K -0.86% | 356,081 9.39% of portfolio | low |
| Q1 2026 as of | Trim | 92206C102 Common stock | $-855.4K | -15K -64.22% | 8,141 0.03% of portfolio | low |