Bok Financial Private Wealth, Inc. Reduced Holdings in Q2 2025

Bok Financial Private Wealth, Inc.

  • $1.49 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
ECL
Ecolab Inc.

Basic Materials
-842
- 9.89%
$225.65 - $270.95 $190K - $228K
7.67K $2.07M
MRK
Merck & Co., Inc.

Healthcare
-298
- 4.88%
$73.47 - $87.12 $21.9K - $26K
5.8K $459K
BDX
Becton Dickinson & CO

Healthcare
-125
- 11.11%
$165.15 - $226.42 $20.6K - $28.3K
1K $172K
ICSH
Blackrock Ultra Short Term Bon

ETFs
-1.63K
- 1.86%
$50.48 - $50.71 $82.3K - $82.7K
86.1K $4.36M
DIS
Walt Disney CO

Communication Services
-2.91K
- 26.34%
$81.72 - $124.01 $237K - $360K
8.13K $1.01M
EL
Estee Lauder Companies Inc

Consumer Defensive
-1.18K
- 76.36%
$50.06 - $80.8 $58.9K - $95K
364 $29K
ABT
Abbott Laboratories

Healthcare
-780
- 6.7%
$123.95 - $138.08 $96.7K - $108K
10.9K $1.48M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-484
- 6.4%
$121.58 - $136.74 $58.8K - $66.2K
7.08K $960K
PRU
Prudential Financial Inc

Financial Services
-527
- 37.64%
$95.12 - $112.71 $50.1K - $59.4K
873 $93K
VNQ
Vanguard Specialized Funds Van

ETFs
-522
- 6.17%
$79.79 - $91.42 $41.7K - $47.7K
7.94K $707K
PG
Procter & Gamble CO

Consumer Defensive
-131
- 4.14%
$157.66 - $172.39 $20.7K - $22.6K
3.03K $483K
DLR
Digital Realty Trust, Inc.

Real Estate
-397
- 89.62%
$136.11 - $177.69 $54K - $70.5K
46 $8K
HD
Home Depot, Inc.

Consumer Cyclical
-134
- 11.09%
$335.24 - $380.78 $44.9K - $51K
1.07K $393K
CC
Chemours CO

Basic Materials
-3.14K
- 63.7%
$9.4 - $13.06 $29.5K - $41K
1.79K $20K
XLE
Energy Sector Spdr

ETFs
-220
- 8.17%
$76.44 - $94.13 $16.8K - $20.7K
2.47K $209K
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
-1.58K
- 2.58%
$38.18 - $45.52 $60.2K - $71.7K
59.6K $2.61M
IEMG
Ishares Inc

ETFs
-754
- 8.97%
N/A
7.65K $410K
V
Visa Inc.

Financial Services
-122
- 8.87%
$308.27 - $373.31 $37.6K - $45.5K
1.25K $444K
PGR
Progressive Corp

Financial Services
-110
- 26.83%
$255.27 - $288.74 $28.1K - $31.8K
300 $80K
GS
Goldman Sachs Group Inc

Financial Services
-72
- 69.9%
$462.22 - $707.75 $33.3K - $51K
31 $21K
SHEL
Shell PLC

Energy
-417
- 26.01%
$59.75 - $73.05 $24.9K - $30.5K
1.19K $83K
TFC
Truist Financial Corp

Financial Services
-827
- 91.08%
$34.79 - $42.99 $28.8K - $35.6K
81 $3K
PSTG
Pure Storage, Inc.

Technology
-4.67K
- 26.44%
$37.18 - $57.58 $174K - $269K
13K $748K
USB
Us Bancorp \De\

Financial Services
-761
- 84.46%
$36.4 - $45.76 $27.7K - $34.8K
140 $6K
IWP
Ishares Russell Mid Cap Growth

ETFs
-460
- 28.64%
$104.34 - $138.68 $48K - $63.8K
1.15K $158K
BX
Blackstone Inc.

Financial Services
-212
- 58.56%
$120.07 - $151.11 $25.5K - $32K
150 $22K
KEY
Keycorp

Financial Services
-1.78K
- 87.71%
$13.23 - $17.42 $23.6K - $31.1K
250 $4K
FDX
Fedex Corp

Industrials
-105
- 76.64%
$198.07 - $245.17 $20.8K - $25.7K
32 $7K
AZN
Astrazeneca PLC

Healthcare
-328
- 40.64%
$64.87 - $75.0 $21.3K - $24.6K
479 $33K
WM
Waste Management Inc

Industrials
-57
- 1.26%
$216.47 - $242.1 $12.3K - $13.8K
4.46K $1.02M
BAC
Bank Of America Corp

Financial Services
-779
- 37.6%
$34.39 - $47.46 $26.8K - $37K
1.29K $61K
MDLZ
Mondelez International, Inc.

Consumer Defensive
-320
- 14.37%
$63.54 - $68.5 $20.3K - $21.9K
1.91K $128K
CSCO
Cisco Systems, Inc.

Technology
-2.93K
- 12.45%
$53.19 - $69.38 $156K - $204K
20.6K $1.43M
VZ
Verizon Communications Inc

Communication Services
-355
- 10.18%
$41.67 - $45.62 $14.8K - $16.2K
3.13K $135K
SCHA
Schwab Strategic Tr Us Small C

ETFs
-1.43K
- 18.23%
$20.42 - $25.3 $29.1K - $36.1K
6.4K $161K
XLP
Consumer Staples Sector Spdr

ETFs
-280
- 50.0%
N/A
280 $21K
VIG
Vanguard Dividend Appreciation

ETFs
-115
- 2.58%
N/A
4.34K $790K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
-142
- 40.11%
$171.4 - $227.1 $24.3K - $32.2K
212 $48K
AMT
American Tower Corp

Real Estate
-96
- 28.83%
$203.96 - $228.19 $19.6K - $21.9K
237 $52K
AMAT
Applied Materials Inc

Technology
-163
- 61.98%
$126.95 - $183.52 $20.7K - $29.9K
100 $18K
ISRG
Intuitive Surgical Inc

Healthcare
-55
- 23.4%
$451.58 - $565.94 $24.8K - $31.1K
180 $97K
STLD
Steel Dynamics Inc

Basic Materials
-189
- 47.97%
N/A
205 $20K
INGR
Ingredion Inc

Consumer Defensive
-134
- 42.68%
$123.22 - $140.95 $16.5K - $18.9K
180 $24K
DHR
Danaher Corp

Healthcare
-74
- 22.42%
$174.64 - $205.16 $12.9K - $15.2K
256 $50K
KO
Coca Cola CO

Consumer Defensive
-144
- 2.21%
$68.37 - $73.9 $9.85K - $10.6K
6.37K $450K
CL
Colgate Palmolive CO

Consumer Defensive
-144
- 15.37%
$87.57 - $96.0 $12.6K - $13.8K
793 $72K
AMP
Ameriprise Financial Inc

Financial Services
-30
- 71.43%
$422.19 - $533.73 $12.7K - $16K
12 $6K
IWN
Ishares Russell2000 Val ETF

ETFs
-104
- 21.71%
$131.84 - $157.76 $13.7K - $16.4K
375 $59K
FISV
Fiserv Inc

Technology
-103
- 5.92%
N/A
1.64K $205K
Activity Summary
Buys All Purchases 89 New Holdings 46 Increased Positions 43 Sells All Sells 177 Reductions 177 Sold out 0 Options Calls 0 Puts 0
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