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.
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
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