Bok Financial Private Wealth, Inc. Sells in Q2 2025

Bok Financial Private Wealth, Inc.

  • $1.49 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
KMB
Kimberly Clark Corp

Consumer Defensive
-42
- 8.09%
$126.84 - $145.22 $5.33K - $6.1K
477 $61K
PSX
Phillips 66

Energy
-77
- 27.8%
$92.87 - $125.73 $7.15K - $9.68K
200 $23K
CG
Carlyle Group Inc.

Financial Services
-418
- 32.15%
$34.78 - $51.4 $14.5K - $21.5K
882 $45K
PAVE
Global X Fds Us Infrastructure

ETFs
-300
- 60.0%
$33.78 - $43.68 $10.1K - $13.1K
200 $8K
ALL
Allstate Corp

Financial Services
-43
- 18.94%
$180.53 - $212.64 $7.76K - $9.14K
184 $37K
CME
Cme Group Inc.

Financial Services
-42
- 26.42%
$252.37 - $290.71 $10.6K - $12.2K
117 $32K
NSC
Norfolk Southern Corp

Industrials
-52
- 25.74%
$206.34 - $257.46 $10.7K - $13.4K
150 $38K
SPGI
S&P Global Inc.

Financial Services
-27
- 11.34%
$438.31 - $527.29 $11.8K - $14.2K
211 $111K
HSY
Hershey CO

Consumer Defensive
-41
- 11.05%
$151.29 - $173.13 $6.2K - $7.1K
330 $54K
SPG
Simon Property Group Inc

Real Estate
-41
- 15.3%
$140.37 - $171.44 $5.76K - $7.03K
227 $36K
TJX
Tjx Companies Inc

Consumer Cyclical
-66
- 9.42%
$119.13 - $135.03 $7.86K - $8.91K
635 $78K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-96
- 78.69%
$77.74 - $78.78 $7.46K - $7.56K
26 $2K
KLAC
Kla Corp

Technology
-12
- 75.0%
$576.53 - $902.94 $6.92K - $10.8K
4 $3K
XEL
Xcel Energy Inc

Utilities
-94
- 33.45%
$65.65 - $72.39 $6.17K - $6.8K
187 $12K
VTRS
Viatris Inc

Healthcare
-632
- 86.22%
$7.26 - $9.12 $4.59K - $5.76K
101 $0
GLW
Corning Inc

Technology
-196
- 32.61%
$39.07 - $52.59 $7.66K - $10.3K
405 $21K
MCK
Mckesson Corp

Healthcare
-28
- 11.86%
$652.83 - $732.78 $18.3K - $20.5K
208 $152K
ONON
On Holding Ag

Consumer Cyclical
-1.52K
- 16.62%
$37.65 - $60.68 $57.3K - $92.4K
7.64K $397K
LW
Lamb Weston Holdings, Inc.

Consumer Defensive
-86
- 34.4%
$50.56 - $59.57 $4.35K - $5.12K
164 $8K
NEM
Newmont Corp

Basic Materials
-112
- 45.71%
$44.18 - $59.46 $4.95K - $6.66K
133 $7K
ROP
Roper Technologies Inc

Industrials
-2
- 12.5%
$519.19 - $590.78 $1.04K - $1.18K
14 $7K
CAH
Cardinal Health Inc

Healthcare
-1.5K
- 18.13%
$125.0 - $168.0 $187K - $252K
6.76K $1.14M
NTR
Nutrien Ltd.

Basic Materials
-175
- 18.62%
$46.88 - $62.89 $8.2K - $11K
765 $44K
Gsk PLC
-112
- 6.54%
N/A
1.6K $0
Arista Networks Inc
-2.16K
- 22.85%
N/A
7.31K $0
Ge Vernova Inc
-64
- 3.45%
N/A
1.79K $0
Jacobs Solutions Inc
-1.71K
- 16.45%
N/A
8.67K $0
Blackrock Inc
-26
- 2.98%
N/A
847 $0
Amentum Holdings Inc
-2.35K
- 20.02%
N/A
9.37K $0
QCOM
Qualcomm Inc

Technology
-46
- 3.03%
$124.66 - $159.48 $5.73K - $7.34K
1.47K $234K
CFR
Cullen/Frost Bankers, Inc.

Financial Services
-22
- 1.27%
$105.8 - $131.55 $2.33K - $2.89K
1.71K $220K
VOOV
Vanguard S&P 500 Value ETF

ETFs
-3
- 0.24%
$162.65 - $188.71 $488 - $566
1.22K $230K
GOOG
Alphabet Inc.

Communication Services
-372
- 11.03%
$146.58 - $180.01 $54.5K - $67K
3K $532K
HIG
Hartford Financial Services Group, Inc.

Financial Services
-98
- 1.58%
$109.83 - $131.67 $10.8K - $12.9K
6.09K $772K
IVE
Ishares S&P 500 Value ETF

ETFs
-2.45K
- 2.44%
$168.34 - $195.42 $412K - $478K
97.9K $19.1M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-14
- 3.62%
$224.16 - $285.86 $3.14K - $4K
373 $106K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-459
- 2.75%
$114.78 - $133.31 $52.7K - $61.2K
16.2K $2.16M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
-101
- 11.73%
$139.8 - $197.22 $14.1K - $19.9K
760 $149K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
-18
- 0.78%
$65.84 - $80.81 $1.19K - $1.45K
2.29K $183K
DE
Deere & CO

Industrials
-40
- 4.34%
$412.99 - $531.48 $16.5K - $21.3K
882 $448K
DFIV
Dimensional ETF Tr

ETFs
-99
- 1.17%
$34.67 - $43.21 $3.43K - $4.28K
8.36K $357K
GE
General Electric CO

Industrials
-115
- 11.83%
$166.81 - $257.39 $19.2K - $29.6K
857 $220K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-88
- 4.77%
$113.67 - $150.4 $10K - $13.2K
1.76K $264K
NKE
Nike, Inc.

Consumer Cyclical
-37
- 0.62%
$53.27 - $72.04 $1.97K - $2.67K
5.91K $419K
IWR
Ishares Russell Mid Cap ETF

ETFs
-6
- 0.09%
$74.88 - $91.97 $449 - $552
7.05K $648K
PWR
Quanta Services, Inc.

Industrials
-75
- 10.81%
$239.47 - $381.26 $18K - $28.6K
619 $234K
EW
Edwards Lifesciences Corp

Healthcare
-73
- 0.6%
$67.07 - $78.22 $4.9K - $5.71K
12.1K $945K
ORCL
Oracle Corp

Technology
-218
- 15.06%
$122.82 - $218.63 $26.8K - $47.7K
1.23K $268K
VEU
Vanguard Ftse All World Ex Us

ETFs
-822
- 3.73%
$54.19 - $67.22 $44.5K - $55.3K
21.2K $1.43M
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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