Institutions / BOK Financial Private Wealth, Inc. / Activity
Activity — BOK Financial Private Wealth, Inc.
322 moves.
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| 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 | Trim | Intercontinental Exchange, Inc. Common stock | $-153.0K | -973 -6.28% | 14,526 0.14% of portfolio | low |
| Q1 2026 as of | Trim | 464288885 Common stock | $-154.5K | -1K -3.09% | 43,495 0.29% of portfolio | low |
| Q1 2026 as of | Trim | 808524201 Common stock | $-154.8K | -6K -5.98% | 94,907 0.15% of portfolio | low |
| Q1 2026 as of | Trim | 46138E354 Common stock | $-159.0K | -2K -98.99% | 22 <0.01% of portfolio | low |
| Q1 2026 as of | Trim | Palo Alto Networks Inc Common stock | $-159.5K | -995 -4.88% | 19,408 0.19% of portfolio | low |
| Q1 2026 as of | Trim | Amphenol Corp /De Common stock | $-160.5K | -1K -3.13% | 39,204 0.30% of portfolio | low |
| Q1 2026 as of | Trim | Thermo Fisher Scientific Inc. Common stock | $-164.8K | -335 -8.22% | 3,740 0.11% of portfolio | low |
| Q1 2026 as of | Trim | 464287465 Common stock | $-167.9K | -2K -1.80% | 94,405 0.55% of portfolio | low |
| Q1 2026 as of | Trim | Walmart Inc. Common stock | $-168.6K | -1K -6.30% | 20,137 0.15% of portfolio | low |
| Q1 2026 as of | Trim | 33734X192 Common stock | $-172.0K | -2K -88.72% | 200 <0.01% of portfolio | low |
| Q1 2026 as of | Trim | 46434V878 Common stock | $-177.3K | -4K -4.41% | 75,839 0.23% of portfolio | low |
| Q1 2026 as of | Trim | 33733E302 Common stock | $-182.6K | -780 -91.23% | 75 <0.01% of portfolio | low |
| Q1 2026 as of | Trim | Union Pacific Corp Common stock | $-203.3K | -838 -11.03% | 6,762 0.10% 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 | Trim | Costco Wholesale Corp /New Common stock | $-220.2K | -221 -4.83% | 4,351 0.26% 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 | Trim | 46434G103 Common stock | $-226.3K | -3K -43.63% | 4,191 0.02% of portfolio | low |
| Q1 2026 as of | Trim | Morgan Stanley Common stock | $-232.5K | -1K -8.21% | 15,791 0.16% of portfolio | low |
| Q1 2026 as of | Trim | 464287226 Common stock | $-239.1K | -2K -11.41% | 18,712 0.11% of portfolio | low |
| Q1 2026 as of | Trim | Alphabet Inc. Common stock | $-243.6K | -847 -2.49% | 33,194 0.58% of portfolio | low |
| Q1 2026 as of | Trim | 464287655 Common stock | $-245.0K | -988 -7.12% | 12,889 0.19% 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 | Trim | 808524797 Common stock | $-248.8K | -8K -11.70% | 61,194 0.11% of portfolio | low |
| Q1 2026 as of | Trim | 78462F103 Common stock | $-255.0K | -391 -5.17% | 7,170 0.28% of portfolio | low |
| Q1 2026 as of | Trim | Keysight Technologies, Inc. Common stock | $-266.3K | -943 -13.90% | 5,843 0.10% of portfolio | low |
| Q1 2026 as of | Trim | 464287804 Common stock | $-267.1K | -2K -1.37% | 154,199 1.16% of portfolio | low |
| Q1 2026 as of | Trim | Kla Corp Common stock | $-268.0K | -182 -97.85% | 4 <0.01% of portfolio | low |
| Q1 2026 as of | Trim | Amazon.com Inc Common stock | $-283.2K | -1K -3.68% | 35,597 0.45% of portfolio | low |
| Q1 2026 as of | Trim | Microsoft Corp Common stock | $-294.7K | -796 -5.68% | 13,222 0.30% of portfolio | low |
| Q1 2026 as of | Trim | NVIDIA Corp Common stock | $-296.0K | -2K -13.57% | 10,804 0.11% of portfolio | low |
| Q1 2026 as of | Trim | JPMorgan Chase & Co Common stock | $-303.9K | -1K -6.04% | 16,058 0.29% of portfolio | low |
| Q1 2026 as of | Trim | Abbott Laboratories Common stock | $-319.4K | -3K -32.37% | 6,500 0.04% 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 | Trim | Jacobs Solutions Inc. Common stock | $-322.8K | -3K -30.20% | 5,860 0.05% 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 | 025072604 Common stock | $331.8K | +4K +25.21% | 20,456 0.10% of portfolio | low |
| Q1 2026 as of | Trim | Oracle Corp Common stock | $-353.5K | -2K -86.50% | 375 <0.01% 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 | Caterpillar Inc Common stock | $373.4K | +527 +110.48% | 1,004 0.04% of portfolio | low |
| Q1 2026 as of | Trim | ServiceNow Inc Common stock | $-373.8K | -4K -96.88% | 115 <0.01% of portfolio | low |
| Q1 2026 as of | New | Hilton Worldwide Holdings Inc. Common stock | $380.1K | +1K | 1,250 0.02% of portfolio | low |
| Q1 2026 as of | Exit | EXPAND ENERGY Corp Common stock | $-391.3K | -4K -100.00% | 0 | low |
| Q1 2026 as of | Trim | 46434V803 Common stock | $-394.6K | -9K -17.38% | 44,138 0.11% of portfolio | low |
| Q1 2026 as of | Trim | 921909768 Common stock | $-453.5K | -6K -1.69% | 342,338 1.59% of portfolio | low |
| Q1 2026 as of | New | Cognex Corp Common stock | $506.9K | +10K | 10,348 0.03% of portfolio | low |
| Q1 2026 as of | Trim | 464287408 Common stock | $-525.8K | -2K -2.70% | 89,693 1.14% 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 | Trim | Apple Inc. Common stock | $-566.7K | -2K -3.53% | 61,006 0.94% of portfolio | low |
| Q1 2026 as of | Trim | Texas Instruments Inc Common stock | $-570.8K | -3K -88.63% | 377 <0.01% of portfolio | low |