Bok Financial Private Wealth, Inc. Reduced Holdings in Q3 2025

Bok Financial Private Wealth, Inc.

  • $1.58 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VGSH
Vanguard

ETFs
-1.11M
- 98.16%
$58.43 - $58.88 $64.7M - $65.2M
20.7K $1.22M
ACN
Accenture PLC

Technology
-2.77K
- 37.4%
$232.56 - $304.78 $644K - $844K
4.64K $1.14M
MCD
Mcdonalds Corp

Consumer Cyclical
-3.41K
- 47.86%
$291.67 - $316.99 $993K - $1.08M
3.71K $1.13M
XYL
Xylem Inc.

Industrials
-8.02K
- 43.29%
$129.67 - $147.5 $1.04M - $1.18M
10.5K $1.55M
UNH
Unitedhealth Group Inc

Healthcare
-2.76K
- 49.06%
$237.77 - $353.61 $655K - $974K
2.86K $987K
BRO
Brown & Brown, Inc.

Financial Services
-5.9K
- 48.89%
$90.88 - $108.93 $536K - $643K
6.17K $578K
ITT
Itt Inc.

Industrials
-5.82K
- 38.78%
$155.93 - $182.88 $907K - $1.06M
9.18K $1.64M
INTU
Intuit Inc

Technology
-17
- 0.28%
$646.03 - $807.39 $11K - $13.7K
6.01K $4.11M
CTRA
Coterra Energy Inc.

Energy
-23.3K
- 94.76%
$23.09 - $25.45 $538K - $593K
1.29K $30K
LII
Lennox International Inc

Industrials
-550
- 11.61%
$516.18 - $664.54 $284K - $365K
4.19K $2.22M
JNJ
Johnson & Johnson

Healthcare
-4.7K
- 35.69%
$155.17 - $185.42 $729K - $871K
8.47K $1.57M
VB
Vanguard Small Cap ETF

ETFs
-5.05K
- 10.29%
$237.58 - $259.17 $1.2M - $1.31M
44K $11.2M
SYK
Stryker Corp

Healthcare
-853
- 28.4%
$368.57 - $403.53 $314K - $344K
2.15K $795K
ONON
On Holding Ag

Consumer Cyclical
-7.13K
- 93.31%
$42.35 - $54.36 $302K - $387K
511 $21K
NKE
Nike, Inc.

Consumer Cyclical
-5.08K
- 86.01%
$69.24 - $79.24 $352K - $403K
826 $57K
CRK
Comstock Resources Inc

Energy
-8.83K
- 63.77%
$15.03 - $25.26 $133K - $223K
5.02K $99K
VTI
Vanguard Total Stock Market Et

ETFs
-2.18K
- 11.69%
$303.93 - $329.86 $662K - $719K
16.5K $5.4M
UDR
Udr, Inc.

Real Estate
-5.09K
- 30.76%
$36.71 - $41.37 $187K - $211K
11.5K $427K
AMGN
Amgen Inc

Healthcare
-800
- 99.26%
$271.18 - $309.22 $217K - $247K
6 $1K
GVA
Granite Construction Inc

Industrials
-2.31K
- 95.37%
$92.28 - $111.29 $213K - $257K
112 $12K
HON
Honeywell International Inc

Industrials
-143
- 1.82%
$207.7 - $240.4 $29.7K - $34.4K
7.7K $1.62M
NVO
Novo Nordisk A S

Healthcare
-2.19K
- 46.7%
$45.38 - $71.7 $99.4K - $157K
2.5K $138K
CI
Cigna Corp

Healthcare
-351
- 29.1%
$262.23 - $334.39 $92K - $117K
855 $246K
WM
Waste Management Inc

Industrials
-503
- 11.29%
$213.88 - $237.1 $108K - $119K
3.95K $872K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-1.65K
- 7.41%
$97.75 - $100.75 $161K - $166K
20.6K $2.07M
EFG
Msci Eafe Growth ETF

ETFs
-2.01K
- 4.19%
$106.99 - $114.46 $215K - $231K
46.1K $5.25M
ABT
Abbott Laboratories

Healthcare
-803
- 7.39%
$120.51 - $136.62 $96.8K - $110K
10.1K $1.35M
DIS
Walt Disney CO

Communication Services
-304
- 3.74%
$112.25 - $124.0 $34.1K - $37.7K
7.82K $895K
CHD
Church & Dwight CO Inc

Consumer Defensive
-335
- 3.42%
$85.84 - $99.09 $28.8K - $33.2K
9.45K $828K
ZTS
Zoetis Inc.

Healthcare
-360
- 7.09%
$141.13 - $159.19 $50.8K - $57.3K
4.72K $690K
NOW
Service Now, Inc.

Technology
-10
- 1.24%
$850.86 - $1044.69 $8.51K - $10.4K
797 $733K
V
Visa Inc.

Financial Services
-203
- 16.2%
$332.09 - $358.86 $67.4K - $72.8K
1.05K $358K
MRK
Merck & Co., Inc.

Healthcare
-1.34K
- 23.02%
$77.6 - $87.37 $104K - $117K
4.47K $374K
CRM
Salesforce, Inc.

Technology
-54
- 2.8%
$231.66 - $273.65 $12.5K - $14.8K
1.87K $444K
AMZN
Amazon Com Inc

Consumer Cyclical
-390
- 1.07%
$211.65 - $238.24 $82.5K - $92.9K
36.1K $7.92M
DE
Deere & CO

Industrials
-72
- 8.16%
$457.26 - $524.37 $32.9K - $37.8K
810 $370K
IBM
International Business Machines Corp

Technology
-191
- 12.84%
$234.77 - $292.47 $44.8K - $55.9K
1.3K $365K
IQV
Iqvia Holdings Inc.

Healthcare
-626
- 41.65%
$157.68 - $200.82 $98.7K - $126K
877 $166K
VONV
Vanguard Russell 1000 Value Et

ETFs
-1.04K
- 18.44%
$84.55 - $89.54 $87.6K - $92.8K
4.58K $409K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-4.27K
- 5.8%
$26.38 - $27.95 $113K - $119K
69.3K $1.89M
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
-2.5K
- 33.49%
$20.76 - $21.78 $52K - $54.5K
4.97K $107K
KMB
Kimberly Clark Corp

Consumer Defensive
-396
- 83.02%
$121.72 - $136.77 $48.2K - $54.2K
81 $10K
PANW
Palo Alto Networks Inc

Technology
-145
- 0.72%
$167.06 - $208.19 $24.2K - $30.2K
19.9K $4.05M
CSCO
Cisco Systems, Inc.

Technology
-434
- 2.1%
$66.2 - $71.79 $28.7K - $31.2K
20.2K $1.38M
LLY
Eli Lilly & CO

Healthcare
-41
- 4.24%
$625.65 - $812.69 $25.7K - $33.3K
925 $705K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-8.21K
- 6.19%
$41.91 - $44.87 $344K - $368K
124K $5.56M
EMR
Emerson Electric CO

Industrials
-201
- 2.19%
$128.6 - $149.63 $25.8K - $30.1K
8.99K $1.18M
SCHW
Schwab Charles Corp

Financial Services
-393
- 77.51%
$91.03 - $98.69 $35.8K - $38.8K
114 $10K
MNST
Monster Beverage Corp

Consumer Defensive
-560
- 58.33%
$58.65 - $67.31 $32.8K - $37.7K
400 $26K
Activity Summary
Buys All Purchases 65 New Holdings 15 Increased Positions 50 Sells All Sells 139 Reductions 139 Sold out 0 Options Calls 0 Puts 0
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