Bok Financial Private Wealth, Inc. Portfolio Holdings

Bok Financial Private Wealth, Inc.

  • $1.33 Billion
  • Q1 2025

Bok Financial Private Wealth, Inc. has filed its 13F form on May 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $1.33 Billion distributed in 468 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 $253M, Vanguard Growth ETF with a value of $148M, Vanguard Value ETF with a value of $99.5M, Ishares Core S&P Mid Cap ETF with a value of $80.3M, and Vanguard Ftse Developed Market with a value of $69.2M.

Examining the 13F form we can see an decrease of $44.9M in the current position value, from $1.37B to 1.33B. Also it can be appreciated an additional of 52 stocks purchases and 2 closed positions.

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 $1.33 Billion
ETFs: $1.16 Billion
Technology: $49.8 Million
Financial Services: $27.5 Million
Healthcare: $19.2 Million
Consumer Cyclical: $15.9 Million
Consumer Defensive: $14.4 Million
Industrials: $13.1 Million
Communication Services: $10.4 Million
Other: $12.1 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$194B
$886,000 0.07% of portfolio
1,114
Q1 2025 Reduced 4.54%
$50.2B
$971,000 0.07% of portfolio
4,642
Q1 2025 Reduced 27.41%
$39.1B
$765,000 0.06% of portfolio
6,183
Q1 2025 Added 1.51%
$3.42B
$816,000 0.06% of portfolio
29,303
Q1 2025 Reduced 21.38%
$427B
$798,000 0.06% of portfolio
1
Q1 2025 Reduced 50.0%
$16.3B
$782,000 0.06% of portfolio
17,671
Q1 2025 Added 13.65%
$297B
$770,000 0.06% of portfolio
4,603
Q1 2025 Reduced 8.91%
$25.2B
$643,000 0.05% of portfolio
4,027
Q1 2025 Reduced 16.61%
$51.4B
$666,000 0.05% of portfolio
15,956
Q1 2025 Reduced 68.01%
$37.5B
$643,000 0.05% of portfolio
8,612
Q1 2025 Reduced 1.88%
$29.7B
$546,000 0.04% of portfolio
3,099
Q1 2025 Reduced 53.17%
$156B
$520,000 0.04% of portfolio
7,500
Q1 2025 Reduced 37.74%
$212B
$547,000 0.04% of portfolio
6,102
Q1 2025 Reduced 21.5%
$1.11T
$526,000 0.04% of portfolio
3,372
Q1 2025 Added 5.54%
$573B
$481,000 0.04% of portfolio
1,375
Q1 2025 Added 7.34%
$300B
$466,000 0.04% of portfolio
6,511
Q1 2025 Reduced 12.6%
$46.3B
$586,000 0.04% of portfolio
3,674
Q1 2025 Reduced 6.99%
$1T
$332,000 0.03% of portfolio
1,284
Q1 2025 Added 2.97%
$91B
$377,000 0.03% of portfolio
5,943
Q1 2025 Reduced 2.33%
$379B
$442,000 0.03% of portfolio
1,208
Q1 2025 Reduced 32.63%
$34.3B
$439,000 0.03% of portfolio
3,165
Q1 2025 Added 3,667.86%
$41.9B
$459,000 0.03% of portfolio
2,918
Q1 2025 Reduced 21.62%
$15B
$402,000 0.03% of portfolio
9,161
Q1 2025 Added 4,262.38%
$120B
$426,000 0.03% of portfolio
4,065
Q1 2025 Added 12.14%
$153B
$432,000 0.03% of portfolio
922
Q1 2025 Reduced 2.02%
$11.5B
$370,000 0.03% of portfolio
1,854
Q1 2025 New
$19.9B
$343,000 0.03% of portfolio
9,849
Q1 2025 Reduced 0.26%
$760B
$462,000 0.03% of portfolio
560
Q1 2025 Added 351.61%
$50.5B
$257,000 0.02% of portfolio
1,125
Q1 2025 Reduced 46.58%
$8.82B
$217,000 0.02% of portfolio
1,734
Q2 2023 Added 6.12%
$92.5B
$300,000 0.02% of portfolio
912
Q1 2025 Reduced 22.18%
$280B
$238,000 0.02% of portfolio
1,500
Q1 2025 Reduced 2.6%
$618B
$202,000 0.02% of portfolio
1,448
Q1 2025 Added 15.01%
$52.5B
$216,000 0.02% of portfolio
3,433
Q1 2025 Reduced 40.39%
$254B
$331,000 0.02% of portfolio
1,333
Q1 2025 Reduced 1.19%
$26.5B
$263,000 0.02% of portfolio
1,500
Q1 2025 Reduced 0.27%
$126B
$305,000 0.02% of portfolio
1,000
Q1 2025 Reduced 50.2%
$1.51B
$247,000 0.02% of portfolio
5,043
Q1 2025 Reduced 36.5%
$5.56B
$281,000 0.02% of portfolio
13,852
Q1 2025 Reduced 54.28%
$173B
$233,000 0.02% of portfolio
1,519
Q1 2025 Reduced 0.72%
$18.5B
$202,000 0.02% of portfolio
2,769
Q1 2025 Reduced 69.76%
$142B
$222,000 0.02% of portfolio
8,795
Q1 2025 Reduced 36.57%
$31.4B
$329,000 0.02% of portfolio
5,627
Q1 2025 Reduced 73.34%
$35.9B
$233,000 0.02% of portfolio
1,000
Q1 2025 Reduced 50.05%
$79.5B
$217,000 0.02% of portfolio
1,741
Q1 2025 Reduced 0.63%
$39.2B
$156,000 0.01% of portfolio
1,400
Q1 2025 Added 58.73%
$145B
$116,000 0.01% of portfolio
410
Q1 2025 Added 32.26%
$214B
$157,000 0.01% of portfolio
477
Q1 2025 Reduced 1.04%
$0
$91,000 0.01% of portfolio
9,216
Q1 2025 Reduced 4.41%

Summary

  • Portfolio
  • No. of Stocks 468
  • Current Value $1.33 Billion
  • Prior Value $1.37 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 14, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 52 stocks
  • Additional Purchases 96 stocks
  • Sold out of 2 stocks
  • Reduced holdings in 199 stocks
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