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 Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$90,000 0.01% of portfolio
9,216
Q1 2025 Reduced 4.41%
$0
$74,000 0.0% of portfolio
6,056
Q3 2023 Added 166.2%
$0
$41,000 0.0% of portfolio
1,700
Q2 2024 Reduced 32.0%
$0
$41,000 0.0% of portfolio
1,719
Q1 2023 Reduced 21.11%
$0
$64,000 0.0% of portfolio
3,000
Q4 2023 New
$0
$27,000 0.0% of portfolio
1,957
Q4 2023 New
$0
$43,000 0.0% of portfolio
3,412
Q2 2023 Reduced 48.32%

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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