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
$52.1B
$1,000 0.0% of portfolio
160
Q1 2025 Reduced 34.16%
$0
$1,000 0.0% of portfolio
60
Q4 2024 Added 100.0%
$18.3B
$4,000 0.0% of portfolio
85
Q3 2025 Reduced 76.32%
$0
$75,000 0.0% of portfolio
2,436
Q4 2024 New
Fortrea Hldgs Inc
-
$0 0.0% of portfolio
-
Q4 2023 Reduced 19.57%
$0
$29,000 0.0% of portfolio
671
Q4 2024 New
$35.8B
$34,000 0.0% of portfolio
127
Q1 2025 Reduced 3.05%
$35.1B
$8,000 0.0% of portfolio
137
Q3 2025 New
$0
$26,000 0.0% of portfolio
205
Q3 2024 Added 0.49%
$7.35B
$23,000 0.0% of portfolio
413
Q3 2025 New
$7.05B
$21,000 0.0% of portfolio
180
Q2 2025 Reduced 42.68%
$143B
$8,000 0.0% of portfolio
266
Q1 2025 Reduced 72.18%
$3.45B
$8,000 0.0% of portfolio
106
Q4 2023 New
$37B
$7,000 0.0% of portfolio
80
Q1 2025 Reduced 57.45%
$1.92B
$2,000 0.0% of portfolio
218
Q1 2025 Reduced 24.83%
$0
$18,000 0.0% of portfolio
150
Q1 2023 New
$11.9B
$21,000 0.0% of portfolio
511
Q3 2025 Reduced 93.31%
$0
$45,000 0.0% of portfolio
3,412
Q2 2023 Reduced 48.32%
$9.99B
$8,000 0.0% of portfolio
100
Q1 2025 Reduced 15.25%
$379M
$33,000 0.0% of portfolio
4,734
Q3 2025 Reduced 17.87%
$265B
$7,000 0.0% of portfolio
9
Q3 2025 Reduced 70.97%
Ralliant Corp
-
$0 0.0% of portfolio
-
Q3 2025 Reduced 77.31%
$4.48B
$12,000 0.0% of portfolio
112
Q3 2025 Reduced 95.37%
Gsk PLC
-
$0 0.0% of portfolio
-
Q2 2025 Reduced 6.54%
$44.3B
$17,000 0.0% of portfolio
2,000
Q1 2025 Reduced 50.0%
$24.8B
$31,000 0.0% of portfolio
1,286
Q1 2025 Reduced 1.98%
$132B
$74,000 0.0% of portfolio
300
Q2 2025 Reduced 26.83%
$26.3B
$61,000 0.0% of portfolio
330
Q2 2025 Reduced 11.05%
$39.8B
$37,000 0.0% of portfolio
800
Q1 2025 Reduced 2.44%

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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