Institutions / BOK Financial Private Wealth, Inc. / Activity
Activity — BOK Financial Private Wealth, Inc.
50 moves.
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| 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 | Add | 46090E103 Common stock | $839.2K | +1K +59.37% | 3,903 0.14% of portfolio | low |
| Q1 2026 as of | Add | 922042858 Common stock | $559.6K | +10K +10.52% | 108,773 0.36% of portfolio | low |
| Q1 2026 as of | Add | Caterpillar Inc Common stock | $373.4K | +527 +110.48% | 1,004 0.04% of portfolio | low |
| Q1 2026 as of | Add | ConocoPhillips Common stock | $357.0K | +3K +76.54% | 6,237 0.05% of portfolio | low |
| Q1 2026 as of | Add | 025072604 Common stock | $331.8K | +4K +25.21% | 20,456 0.10% of portfolio | low |
| Q1 2026 as of | Add | Tesla Inc Common stock | $324.5K | +873 +195.74% | 1,319 0.03% of portfolio | low |
| Q1 2026 as of | Add | Bank of America Corp /De Common stock | $322.0K | +7K +444.18% | 8,092 0.02% of portfolio | low |
| Q1 2026 as of | Add | 92204A702 Common stock | $248.4K | +356 +19.71% | 2,162 0.09% of portfolio | low |
| Q1 2026 as of | Add | 921932505 Common stock | $223.4K | +548 +45.67% | 1,748 0.04% of portfolio | low |
| Q1 2026 as of | Add | 921908844 Common stock | $212.9K | +990 +22.82% | 5,328 0.07% of portfolio | low |
| Q1 2026 as of | Add | Quanta Services Inc Common stock | $145.5K | +265 +42.81% | 884 0.03% of portfolio | low |
| Q1 2026 as of | Add | 464287614 Common stock | $145.0K | +340 +8.83% | 4,190 0.11% of portfolio | low |
| Q1 2026 as of | Add | 464287168 Common stock | $99.2K | +655 +6.14% | 11,329 0.10% of portfolio | low |
| Q1 2026 as of | Add | 922908744 Common stock | $96.1K | +490 +0.08% | 577,790 6.85% of portfolio | low |
| Q1 2026 as of | Add | 464287887 Common stock | $42.7K | +295 +83.57% | 648 <0.01% of portfolio | low |
| Q1 2026 as of | Add | Warren E. Buffett Common stock | $41.7K | +87 +0.97% | 9,013 0.26% of portfolio | low |
| Q1 2026 as of | Add | 78463V107 Common stock | $37.9K | +88 +0.65% | 13,563 0.35% of portfolio | low |
| Q1 2026 as of | Add | Lennox International Inc Common stock | $35.8K | +77 +1.84% | 4,266 0.12% of portfolio | low |
| Q1 2026 as of | Add | iShares MSCI UAE ETF Common stock | $34.7K | +262 +49.16% | 795 <0.01% of portfolio | low |
| Q1 2026 as of | Add | 78464A847 Common stock | $30.4K | +514 +0.36% | 142,538 0.51% of portfolio | low |
| Q1 2026 as of | Add | 464288877 Common stock | $30.3K | +407 +0.28% | 143,712 0.65% of portfolio | low |
| Q1 2026 as of | Add | 464287606 Common stock | $29.0K | +288 +27.85% | 1,322 <0.01% of portfolio | low |
| Q1 2026 as of | Add | General Electric Co Common stock | $27.8K | +98 +11.78% | 930 0.02% of portfolio | low |
| Q1 2026 as of | Add | 464285204 Common stock | $17.6K | +200 +0.33% | 61,199 0.33% of portfolio | low |
| Q1 2026 as of | Add | Analog Devices Inc Common stock | $14.6K | +46 +29.11% | 204 <0.01% of portfolio | low |
| Q1 2026 as of | Add | 46641Q332 Common stock | $11.4K | +201 +0.54% | 37,657 0.13% of portfolio | low |
| Q1 2026 as of | Add | Newmont Corp Common stock | $11.1K | +103 +5.64% | 1,930 0.01% of portfolio | low |
| Q1 2026 as of | Add | Micron Technology Inc Common stock | $10.8K | +32 +2.75% | 1,197 0.02% of portfolio | low |
| Q1 2026 as of | Add | Citigroup Inc Common stock | $8.1K | +72 +144.00% | 122 <0.01% of portfolio | low |
| Q1 2026 as of | Add | 46641Q159 Common stock | $7.9K | +171 +9.81% | 1,914 <0.01% of portfolio | low |
| Q1 2026 as of | Add | 055622104 Common stock | $7.2K | +154 +5.62% | 2,892 <0.01% of portfolio | low |
| Q1 2026 as of | Add | Lam Research Corp Common stock | $6.8K | +32 +8.00% | 432 <0.01% of portfolio | low |
| Q1 2026 as of | Add | Occidental Petroleum Corp /De Common stock | $6.5K | +100 +12.50% | 900 <0.01% of portfolio | low |
| Q1 2026 as of | Add | Verizon Communications Inc Common stock | $5.1K | +102 +3.34% | 3,159 <0.01% of portfolio | low |
| Q1 2026 as of | Add | 670100205 Common stock | $4.4K | +116 +4.64% | 2,616 <0.01% of portfolio | low |
| Q1 2026 as of | Add | 46138E339 Common stock | $3.4K | +30 +0.89% | 3,412 0.02% of portfolio | low |
| Q1 2026 as of | Add | Bristol Myers Squibb Co Common stock | $3.1K | +51 +1.87% | 2,780 0.01% of portfolio | low |
| Q1 2026 as of | Add | Corning Inc /Ny Common stock | $3.0K | +22 +5.43% | 427 <0.01% of portfolio | low |
| Q1 2026 as of | Add | 46434V613 Common stock | $3.0K | +64 +2.76% | 2,380 <0.01% of portfolio | low |
| Q1 2026 as of | Add | 922908595 Common stock | $2.1K | +7 +5.83% | 127 <0.01% of portfolio | low |
| Q1 2026 as of | Add | GE HealthCare Technologies Inc. Common stock | $1.1K | +16 +5.61% | 301 <0.01% of portfolio | low |
| Q1 2026 as of | Add | Progressive CORP/OH Common stock | $991 | +5 +1.67% | 305 <0.01% of portfolio | low |
| Q1 2026 as of | Add | Westinghouse Air Brake Technologies Corp Common stock | $751 | +3 +11.11% | 30 <0.01% of portfolio | low |
| Q1 2026 as of | Add | Deere & Co Common stock | $565 | +1 +0.12% | 811 0.03% of portfolio | low |
| Q1 2026 as of | Add | SoFi Technologies, Inc. Common stock | $556 | +35 +0.33% | 10,765 0.01% of portfolio | low |
| Q1 2026 as of | Add | 922908553 Common stock | $266 | +3 +0.04% | 7,480 0.04% of portfolio | low |