BOK Financial Private Wealth, Inc. - Portfolio Stock Holdings
BOK Financial Private Wealth, Inc. disclosed 790 stock positions in a recent SEC 13F filing. $1,441,509,006 of stock holdings were filed, with the largest holdings including VOO, VEA, and VUG. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $3,721,645,853 and has 37 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
Sept. 30, 2026No. of Stocks:
790Est. Stock Holding Value:
$1,441,509,006Top Stock Holdings By Sector
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Portfolio Stock Holdings - BOK Financial Private Wealth, Inc.
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