Bok Financial Private Wealth, Inc. Portfolio Holdings

Bok Financial Private Wealth, Inc.

  • $1.49 Billion
  • Q2 2025

Bok Financial Private Wealth, Inc. has filed its 13F form on August 07, 2025 for Q2 2025 where it was disclosed a total value porftolio of $1.49 Billion distributed in 418 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $287M, Vanguard Growth ETF with a value of $176M, Vanguard Ftse Developed Market with a value of $130M, Vanguard Value ETF with a value of $102M, and Ishares Core S&P Mid Cap ETF with a value of $81M.

Examining the 13F form we can see an increase of $166M in the current position value, from $1.33B to 1.49B.

Bok Financial Private Wealth, Inc. is based out at Denver, CO

Below you can find more details about Bok Financial Private Wealth, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $1.49 Billion
ETFs: $1.33 Billion
Technology: $53.2 Million
Financial Services: $25.8 Million
Industrials: $16.9 Million
Consumer Cyclical: $16.2 Million
Healthcare: $15.8 Million
Consumer Defensive: $11.2 Million
Communication Services: $10.9 Million
Other: $9.01 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.84T
$13.6 Million 0.91% of portfolio
66,425
Q2 2025 Reduced 0.01%
$2.36T
$8 Million 0.54% of portfolio
36,456
Q2 2025 Reduced 8.01%
$140B
$7.7 Million 0.52% of portfolio
27,918
Q2 2025 Reduced 14.6%
$3.8T
$7.28 Million 0.49% of portfolio
14,629
Q2 2025 Reduced 4.72%
$1.5T
$6.16 Million 0.41% of portfolio
34,936
Q2 2025 Reduced 8.14%
$914B
$5.45 Million 0.36% of portfolio
18,788
Q2 2025 Reduced 10.96%
$187B
$4.75 Million 0.32% of portfolio
6,031
Q2 2025 Reduced 8.81%
$644B
$4.79 Million 0.32% of portfolio
9,851
Q2 2025 Added 0.06%
$70.4B
$4.65 Million 0.31% of portfolio
47,064
Q2 2025 Reduced 11.03%
$426B
$4.54 Million 0.3% of portfolio
4,590
Q2 2025 Reduced 11.71%
$571B
$4.53 Million 0.3% of portfolio
8,068
Q2 2025 Reduced 11.39%
$60.8B
$4.1 Million 0.27% of portfolio
20,033
Q2 2025 Reduced 9.98%
$96.2B
$2.86 Million 0.19% of portfolio
15,577
Q2 2025 Reduced 14.8%
$19.3B
$2.72 Million 0.18% of portfolio
4,739
Q2 2025 New
$14.8B
$2.35 Million 0.16% of portfolio
14,999
Q2 2025 Added 26.28%
$25.4B
$2.4 Million 0.16% of portfolio
18,532
Q2 2025 Added 27.95%
$152B
$2.21 Million 0.15% of portfolio
7,407
Q2 2025 Reduced 8.94%
$224B
$2.08 Million 0.14% of portfolio
7,114
Q2 2025 Added 46.8%
$75.6B
$2.07 Million 0.14% of portfolio
7,670
Q2 2025 Reduced 9.89%
$283B
$1.96 Million 0.13% of portfolio
20,014
Q2 2025 Reduced 15.57%
$463B
$2.01 Million 0.13% of portfolio
13,165
Q2 2025 Added 51.18%
$142B
$1.83 Million 0.12% of portfolio
7,842
Q2 2025 Reduced 14.67%
$185B
$1.75 Million 0.12% of portfolio
4,320
Q2 2025 Reduced 10.3%
$195B
$1.86 Million 0.12% of portfolio
14,123
Q2 2025 Reduced 12.78%
$166B
$1.83 Million 0.12% of portfolio
8,264
Q2 2025 Reduced 7.27%
$424B
$1.8 Million 0.12% of portfolio
11,422
Q2 2025 Reduced 8.62%
$320B
$1.75 Million 0.12% of portfolio
5,616
Q2 2025 Reduced 8.22%
$134B
$1.8 Million 0.12% of portfolio
7,827
Q2 2025 Reduced 12.6%
$1.75T
$1.54 Million 0.1% of portfolio
2,081
Q2 2025 Added 29.82%
$235B
$1.48 Million 0.1% of portfolio
10,859
Q2 2025 Reduced 6.7%
$278B
$1.43 Million 0.1% of portfolio
20,637
Q2 2025 Reduced 12.45%
$26B
$1.34 Million 0.09% of portfolio
12,070
Q2 2025 Reduced 19.77%
$480B
$1.18 Million 0.08% of portfolio
10,942
Q2 2025 Reduced 35.56%
$143B
$1.19 Million 0.08% of portfolio
3,004
Q2 2025 Reduced 24.5%
$77.5B
$1.22 Million 0.08% of portfolio
9,186
Q2 2025 Reduced 27.0%
$30.9B
$1.19 Million 0.08% of portfolio
7,245
Q2 2025 Reduced 23.35%
$39B
$1.14 Million 0.08% of portfolio
6,763
Q2 2025 Reduced 18.13%
$88.5B
$1.02 Million 0.07% of portfolio
4,455
Q2 2025 Reduced 1.26%
$212B
$1.01 Million 0.07% of portfolio
8,125
Q2 2025 Reduced 26.34%
$53.9B
$1.06 Million 0.07% of portfolio
4,235
Q2 2025 Reduced 8.77%
$46.5B
$945,000 0.06% of portfolio
12,085
Q2 2025 Reduced 0.6%
$192B
$829,000 0.06% of portfolio
807
Q2 2025 Reduced 27.56%
$79.7B
$866,000 0.06% of portfolio
2,062
Q2 2025 Reduced 19.33%
$22.3B
$940,000 0.06% of portfolio
9,789
Q2 2025 Reduced 59.09%
$298B
$919,000 0.06% of portfolio
3,860
Q2 2025 Reduced 38.64%
$41.6B
$772,000 0.05% of portfolio
6,085
Q2 2025 Reduced 1.58%
$6.56B
$784,000 0.05% of portfolio
14,857
Q2 2025 Reduced 29.12%
$68.8B
$792,000 0.05% of portfolio
5,080
Q2 2025 Reduced 49.05%
$390B
$810,000 0.05% of portfolio
4,368
Q2 2025 Reduced 8.29%

Summary

  • Portfolio
  • No. of Stocks 418
  • Current Value $1.49 Billion
  • Prior Value $1.33 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 07, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 46 stocks
  • Additional Purchases 43 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 177 stocks
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