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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.3T
$15.8 Million 1.0% of portfolio
62,109
Q3 2025 Reduced 6.5%
$139B
$9.03 Million 0.57% of portfolio
27,370
Q3 2025 Reduced 1.96%
$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%
$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%
$662B
$4.84 Million 0.31% of portfolio
9,634
Q3 2025 Reduced 2.2%
$512B
$4.58 Million 0.29% of portfolio
8,049
Q3 2025 Reduced 0.24%
$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%
$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%
$279B
$2.23 Million 0.14% of portfolio
21,631
Q3 2025 Added 8.08%
$73.7B
$2.08 Million 0.13% of portfolio
7,580
Q3 2025 Reduced 1.17%
$222B
$2.07 Million 0.13% of portfolio
4,265
Q3 2025 Reduced 1.27%
$140B
$2.05 Million 0.13% of portfolio
8,158
Q3 2025 Reduced 1.28%
$204B
$1.95 Million 0.12% of portfolio
13,862
Q3 2025 Reduced 1.85%
$136B
$1.83 Million 0.12% of portfolio
7,739
Q3 2025 Reduced 1.12%
$15.3B
$1.64 Million 0.1% of portfolio
9,182
Q3 2025 Reduced 38.78%
$522B
$1.57 Million 0.1% of portfolio
8,466
Q3 2025 Reduced 35.69%
$132B
$1.62 Million 0.1% of portfolio
7,699
Q3 2025 Reduced 1.82%
$25.7B
$1.55 Million 0.1% of portfolio
10,509
Q3 2025 Reduced 43.29%
$1.37T
$1.59 Million 0.1% of portfolio
2,160
Q3 2025 Added 3.8%
$319B
$1.38 Million 0.09% of portfolio
20,203
Q3 2025 Reduced 2.1%
$228B
$1.35 Million 0.09% of portfolio
10,056
Q3 2025 Reduced 7.39%
$32B
$1.22 Million 0.08% of portfolio
6,947
Q3 2025 Reduced 4.11%
$75.4B
$1.18 Million 0.07% of portfolio
8,985
Q3 2025 Reduced 2.19%
$224B
$1.13 Million 0.07% of portfolio
3,709
Q3 2025 Reduced 47.86%
$25.3B
$1.03 Million 0.07% of portfolio
12,301
Q3 2025 Reduced 5.36%
$152B
$1.14 Million 0.07% of portfolio
4,637
Q3 2025 Reduced 37.4%
$490B
$1.18 Million 0.07% of portfolio
10,463
Q3 2025 Reduced 4.38%
$55.4B
$1.13 Million 0.07% of portfolio
3,707
Q3 2025 Reduced 12.47%
$11.6B
$891,000 0.06% of portfolio
2,643
Q3 2025 Reduced 3.01%
$85.9B
$872,000 0.06% of portfolio
3,952
Q3 2025 Reduced 11.29%
$53.4B
$939,000 0.06% of portfolio
12,085
Q2 2025 Reduced 0.6%
$63.4B
$910,000 0.06% of portfolio
1,990
Q3 2025 Reduced 3.49%
$269B
$925,000 0.06% of portfolio
3,866
Q3 2025 Added 0.16%
$414B
$948,000 0.06% of portfolio
4,095
Q3 2025 Reduced 6.25%
$300B
$987,000 0.06% of portfolio
2,861
Q3 2025 Reduced 49.06%
$193B
$895,000 0.06% of portfolio
7,821
Q3 2025 Reduced 3.74%
$1.74T
$730,000 0.05% of portfolio
3,000
Q2 2025 Reduced 11.03%
$169B
$733,000 0.05% of portfolio
797
Q3 2025 Reduced 1.24%
$42.6B
$811,000 0.05% of portfolio
6,085
Q2 2025 Reduced 1.58%
$20.4B
$828,000 0.05% of portfolio
9,454
Q3 2025 Reduced 3.42%
$6.2B
$845,000 0.05% of portfolio
7,845
Q2 2025 Added 1,055.38%
$6.15B
$810,000 0.05% of portfolio
14,251
Q3 2025 Reduced 4.08%

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
Track This Portfolio

Track Bok Financial Private Wealth, Inc. Portfolio

Follow Bok Financial Private Wealth, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Bok Financial Private Wealth, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Bok Financial Private Wealth, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email