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 | New | Ouster, Inc. Common stock | $735 | +40 | 40 <0.01% of portfolio | low |
| Q1 2026 as of | Exit | 27829F108 Common stock | $-715 | -75 -100.00% | 0 | low |
| Q1 2026 as of | New | Astera Labs, Inc. Common stock | $658 | +6 | 6 <0.01% of portfolio | low |
| Q1 2026 as of | Trim | Kyndryl Holdings, Inc. Common stock | $-656 | -50 -39.37% | 77 <0.01% of portfolio | low |
| Q1 2026 as of | New | 66987V109 Common stock | $611 | +4 | 4 <0.01% of portfolio | low |
| Q1 2026 as of | Exit | BHK BlackRock Core Bond Trust Closed-End Fund | $-585 | -61 -100.00% | 0 | 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 | Exit | 552727109 Common stock | $-546 | -87 -100.00% | 0 | low |
| Q1 2026 as of | New | Reddit, Inc. Common stock | $539 | +4 | 4 <0.01% of portfolio | low |
| Q1 2026 as of | Exit | 09254C107 Common stock | $-512 | -51 -100.00% | 0 | low |
| Q1 2026 as of | New | OppFi Inc. Common stock | $471 | +61 | 61 <0.01% of portfolio | low |
| Q1 2026 as of | Exit | Angi Inc. Common stock | $-466 | -36 -100.00% | 0 | low |
| Q1 2026 as of | Trim | 81369Y407 Common stock | $-436 | -4 -0.14% | 2,830 0.02% of portfolio | low |
| Q1 2026 as of | Trim | Chubb Ltd Common stock | $-327 | -1 -1.85% | 53 <0.01% of portfolio | low |
| Q1 2026 as of | Trim | 78468R606 Common stock | $-303 | -13 -0.58% | 2,228 <0.01% of portfolio | low |
| Q1 2026 as of | Exit | Viatris Inc Common stock | $-299 | -24 -100.00% | 0 | low |
| Q1 2026 as of | New | Uranium Energy Corp Common stock | $270 | +20 | 20 <0.01% of portfolio | low |
| Q1 2026 as of | Add | 922908553 Common stock | $266 | +3 +0.04% | 7,480 0.04% of portfolio | low |
| Q1 2026 as of | Exit | NAD Nuveen Quality Municipal Income Fund Closed-End Fund | $-241 | -20 -100.00% | 0 | low |
| Q1 2026 as of | New | 389930207 Common stock | $240 | +8 | 8 <0.01% of portfolio | low |
| Q1 2026 as of | New | 032108482 Common stock | $111 | +5 | 5 <0.01% of portfolio | low |