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 | Trim | 922908751 Common stock | $-578.6K | -2K -5.45% | 38,347 0.61% of portfolio | low |
| Q1 2026 as of | Trim | Walt Disney Co Common stock | $-584.4K | -6K -83.19% | 1,225 <0.01% of portfolio | low |
| Q1 2026 as of | New | Global X Artificial Intelligence & Technology ETF Common stock | $632.4K | +14K | 13,550 0.04% of portfolio | low |
| Q1 2026 as of | Trim | 922908629 Common stock | $-639.8K | -2K -1.53% | 143,631 2.49% of portfolio | low |
| Q1 2026 as of | Trim | TMUS T-Mobile US, Inc. Common Stock | $-648.6K | -3K -81.87% | 684 <0.01% of portfolio | low |
| Q1 2026 as of | New | 00162Q593 Common stock | $680.4K | +13K | 13,000 0.04% of portfolio | low |
| Q1 2026 as of | Exit | Generac Holdings Inc. Common stock | $-698.9K | -5K -100.00% | 0 | low |
| Q1 2026 as of | Trim | GE Vernova Inc. Common stock | $-718.5K | -823 -45.88% | 971 0.05% of portfolio | low |
| Q1 2026 as of | Trim | Meta Platforms Inc Common stock | $-745.5K | -1K -37.37% | 2,184 0.08% of portfolio | low |
| Q1 2026 as of | Trim | iShares MSCI UAE ETF Common stock | $-800.0K | -4K -2.90% | 139,781 1.62% of portfolio | low |
| Q1 2026 as of | Trim | 464287309 Common stock | $-820.3K | -7K -2.66% | 265,827 1.82% 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 | Trim | 92206C102 Common stock | $-855.4K | -15K -64.22% | 8,141 0.03% 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 | 464287622 Common stock | $-1.60M | -4K -2.24% | 195,697 4.21% 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 | 464287200 Common stock | $-2.16M | -3K -3.00% | 106,908 4.22% of portfolio | low |
| 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 | 922020805 Common stock | $5.58M | +112K +7.10% | 1,685,046 5.08% 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 | 46436F103 Common stock | $19.70M | +422K +59.53% | 1,130,650 3.19% of portfolio | medium |
| Q1 2026 as of | New | 922020748 Common stock | $47.25M | +611K | 610,668 2.85% of portfolio | medium |