Bok Financial Private Wealth, Inc. Portfolio Holdings

Bok Financial Private Wealth, Inc.

  • $1.58 Billion
  • Q3 2025

Bok Financial Private Wealth, Inc. has filed its 13F form on November 07, 2025 for Q3 2025 where it was disclosed a total value porftolio of $1.58 Billion distributed in 380 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 $308M, Vanguard Growth ETF with a value of $189M, Vanguard Ftse Developed Market with a value of $146M, Vanguard Value ETF with a value of $109M, and Ishares Core S&P Mid Cap ETF with a value of $82.5M.

Examining the 13F form we can see an increase of $89.3M in the current position value, from $1.49B to 1.58B.

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 $1.58 Billion
ETFs: $1.42 Billion
Technology: $57.7 Million
Financial Services: $25.4 Million
Consumer Cyclical: $14.8 Million
Industrials: $14.2 Million
Healthcare: $13.5 Million
Communication Services: $13.4 Million
Consumer Defensive: $11 Million
Other: $8.37 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$308 Million 19.44% of portfolio
502,295
Q3 2025 Reduced 0.73%
$0
$189 Million 11.92% of portfolio
393,235
Q3 2025 Reduced 1.78%
$0
$146 Million 9.21% of portfolio
2,432,153
Q3 2025 Added 6.71%
$0
$109 Million 6.88% of portfolio
583,256
Q3 2025 Added 0.76%
$0
$82.5 Million 5.22% of portfolio
1,264,927
Q3 2025 Reduced 3.09%
$0
$74.1 Million 4.69% of portfolio
1,463,820
Q3 2025 New
$0
$74 Million 4.68% of portfolio
110,594
Q3 2025 Reduced 1.15%
$0
$74 Million 4.68% of portfolio
202,430
Q3 2025 Reduced 2.83%
$0
$49.5 Million 3.13% of portfolio
566,670
Q3 2025 Reduced 2.19%
$0
$42.2 Million 2.67% of portfolio
143,760
Q3 2025 Reduced 4.1%
$0
$37.4 Million 2.36% of portfolio
309,677
Q3 2025 Reduced 3.95%
$0
$28.4 Million 1.8% of portfolio
146,128
Q3 2025 Reduced 1.71%
$0
$25.8 Million 1.63% of portfolio
351,262
Q3 2025 Reduced 5.55%
$0
$19.6 Million 1.24% of portfolio
164,997
Q3 2025 Reduced 6.23%
$0
$19.5 Million 1.23% of portfolio
94,188
Q3 2025 Reduced 3.77%
$4.3T
$15.8 Million 1.0% of portfolio
62,109
Q3 2025 Reduced 6.5%
$0
$9.76 Million 0.62% of portfolio
143,896
Q3 2025 Reduced 3.44%
$139B
$9.03 Million 0.57% of portfolio
27,370
Q3 2025 Reduced 1.96%
$0
$8.98 Million 0.57% of portfolio
96,192
Q3 2025 Reduced 1.24%
$0
$8.47 Million 0.54% of portfolio
148,143
Q3 2025 Added 46.07%
$1.65T
$8.38 Million 0.53% of portfolio
34,454
Q3 2025 Reduced 1.38%
$2.39T
$7.92 Million 0.5% of portfolio
36,066
Q3 2025 Reduced 1.07%
$0
$7.68 Million 0.49% of portfolio
330,076
Q3 2025 Reduced -0.0%
$3.78T
$7.37 Million 0.47% of portfolio
14,230
Q3 2025 Reduced 2.73%
$79.6B
$5.77 Million 0.36% of portfolio
46,605
Q3 2025 Reduced 0.98%
$881B
$5.74 Million 0.36% of portfolio
18,183
Q3 2025 Reduced 3.22%
$0
$5.56 Million 0.35% of portfolio
124,354
Q3 2025 Reduced 6.19%
$0
$5.4 Million 0.34% of portfolio
16,465
Q3 2025 Reduced 11.69%
$0
$5.25 Million 0.33% of portfolio
46,082
Q3 2025 Reduced 4.19%
$0
$5.08 Million 0.32% of portfolio
93,767
Q3 2025 Added 1.74%
$0
$5.03 Million 0.32% of portfolio
16,328
Q4 2024 New
$662B
$4.84 Million 0.31% of portfolio
9,634
Q3 2025 Reduced 2.2%
$0
$4.94 Million 0.31% of portfolio
7,415
Q3 2025 Reduced 0.99%
$130B
$4.71 Million 0.3% of portfolio
13,244
Q1 2025 Added 7.89%
$512B
$4.58 Million 0.29% of portfolio
8,049
Q3 2025 Reduced 0.24%
$65.3B
$4.44 Million 0.28% of portfolio
60,999
Q3 2025 Added 52.38%
$0
$4.41 Million 0.28% of portfolio
86,942
Q3 2025 Added 1.01%
$404B
$4.25 Million 0.27% of portfolio
4,590
Q2 2025 Reduced 11.71%
$182B
$4.11 Million 0.26% of portfolio
6,014
Q3 2025 Reduced 0.28%
$61.4B
$4.05 Million 0.26% of portfolio
19,888
Q3 2025 Reduced 0.72%
$0
$3.37 Million 0.21% of portfolio
13,921
Q3 2025 Reduced 4.38%
$0
$3.32 Million 0.21% of portfolio
8,752
Q3 2025 Reduced 0.02%
$0
$2.77 Million 0.18% of portfolio
59,749
Q3 2025 Added 0.3%
$0
$2.67 Million 0.17% of portfolio
101,233
Q3 2025 Reduced 0.8%
$84.9B
$2.63 Million 0.17% of portfolio
15,619
Q3 2025 Added 0.27%
$270B
$2.74 Million 0.17% of portfolio
17,252
Q3 2025 Reduced 0.73%
$465B
$2.62 Million 0.17% of portfolio
14,068
Q3 2025 Added 23.17%
$0
$2.48 Million 0.16% of portfolio
96,572
Q3 2025 Reduced 0.21%
$0
$2.24 Million 0.14% of portfolio
15,909
Q3 2025 Reduced 2.03%

Summary

  • Portfolio
  • No. of Stocks 380
  • Current Value $1.58 Billion
  • Prior Value $1.49 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 07, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 15 stocks
  • Additional Purchases 50 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 139 stocks
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