BOK Financial Private Wealth, Inc. - Q4 2020 holdings

$1.05 Billion is the total value of BOK Financial Private Wealth, Inc.'s 183 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was 23.9% .

 Value Shares↓ Weighting
VUG BuyVANGUARD GROWTH ETF$92,347,000
+15.0%
364,517
+3.3%
8.80%
+5.1%
VOO BuyVANGUARD S&P 500 ETF$74,981,000
+29.3%
218,163
+15.8%
7.14%
+18.2%
IJH SellISHARES CORE S&P MIDCAP ETF$74,731,000
+22.6%
325,159
-1.2%
7.12%
+12.0%
IVV SellISHARES CORE S&P 500 ETF$66,399,000
-5.2%
176,879
-15.1%
6.32%
-13.3%
VTV BuyVANGUARD VALUE ETF$46,799,000
+70.2%
393,401
+49.5%
4.46%
+55.6%
VEA BuyVANGUARD FTSE DEVELOPED ETF$45,336,000
+31.0%
960,311
+13.5%
4.32%
+19.8%
VNQ BuyVANGUARD REAL ESTATE ETF$38,828,000
+14.5%
457,173
+6.4%
3.70%
+4.7%
VO SellVANGUARD MID-CAP ETF$38,506,000
+3.2%
186,224
-12.0%
3.67%
-5.7%
EFG BuyISHARES MSCI EAFE GROWTH ETF$33,652,000
+25.3%
333,483
+11.6%
3.20%
+14.6%
QUAL SellISHARES MSCI USA QUALITY FAC$33,464,000
-3.4%
287,959
-13.7%
3.19%
-11.7%
IWB SellISHARES RUSSELL 1000 ETF$27,810,000
+7.6%
131,281
-4.9%
2.65%
-1.6%
VWO BuyVANGUARD FTSE EMERGING MARKE$25,667,000
+23.2%
512,217
+6.3%
2.44%
+12.6%
EFV BuyISHARES MSCI EAFE VALUE ETF$22,786,000
+50.5%
482,764
+28.7%
2.17%
+37.6%
AAPL SellAPPLE INC$19,972,000
+13.7%
150,514
-0.8%
1.90%
+3.9%
IJR BuyISHARES CORE S&P SMALL-CAP E$19,081,000
+31.9%
207,624
+0.8%
1.82%
+20.6%
VB SellVANGUARD SMALL-CAP ETF$15,768,000
+16.7%
80,992
-7.8%
1.50%
+6.8%
AMZN SellAMAZON.COM INC$14,982,000
+0.5%
4,600
-2.9%
1.43%
-8.1%
DBEF SellXTRACKERS MSCI EAFE HEDGED E$12,837,000
-17.4%
381,930
-24.8%
1.22%
-24.4%
MSFT BuyMICROSOFT CORP$11,760,000
+8.3%
52,871
+2.4%
1.12%
-1.1%
SCHF SellSCHWAB INTL EQUITY ETF$11,686,000
+13.8%
324,510
-0.8%
1.11%
+4.0%
IEMG SellISHARES CORE MSCI EMERGING$11,515,000
+0.8%
185,614
-14.2%
1.10%
-7.8%
IVW BuyISHARES S&P 500 GROWTH ETF$10,433,000
-3.4%
163,482
+249.9%
0.99%
-11.6%
BND BuyVANGUARD TOTAL BOND MARKET$9,364,000
+12.6%
106,175
+12.6%
0.89%
+2.9%
GOOGL SellALPHABET INC-CL A$9,066,000
+15.7%
5,173
-3.2%
0.86%
+5.8%
MA SellMASTERCARD INC - A$7,931,000
+0.9%
22,220
-4.4%
0.76%
-7.8%
EFA SellISHARES MSCI EAFE ETF$7,598,000
+6.5%
104,134
-7.1%
0.72%
-2.6%
AGG SellISHARES CORE U.S. AGGREGATE$7,300,000
-30.6%
61,762
-30.7%
0.70%
-36.6%
JNJ BuyJOHNSON & JOHNSON$6,796,000
+9.0%
43,184
+3.1%
0.65%
-0.5%
IEFA SellISHARES CORE MSCI EAFE ETF$6,650,000
+5.1%
96,246
-8.3%
0.63%
-3.9%
VTI BuyVANGUARD TOTAL STOCK MKT ETF$6,650,000
+105.9%
34,166
+80.2%
0.63%
+87.8%
JPM SellJPMORGAN CHASE & CO$6,638,000
+29.9%
52,239
-1.6%
0.63%
+18.8%
EW SellEDWARDS LIFESCIENCES CORP$6,607,000
+10.7%
72,416
-3.2%
0.63%
+1.1%
SCHB SellSCHWAB US BROAD MARKET ETF$5,816,000
-29.4%
63,924
-38.2%
0.55%
-35.5%
RSP SellINVESCO S&P 500 EQUAL WEIGHT$5,816,000
-17.1%
45,601
-29.7%
0.55%
-24.2%
NewACCENTURE PLC-CL A$5,798,00022,195
+100.0%
0.55%
COST SellCOSTCO WHOLESALE CORP$5,767,000
+1.9%
15,306
-3.9%
0.55%
-6.8%
INTU SellINTUIT INC$5,662,000
+11.1%
14,907
-4.6%
0.54%
+1.5%
UNH SellUNITEDHEALTH GROUP INC$5,195,000
+10.6%
14,815
-1.7%
0.50%
+1.2%
AVGO SellBROADCOM INC$4,978,000
+16.6%
11,370
-3.0%
0.47%
+6.5%
LOW SellLOWE'S COS INC$4,722,000
-7.4%
29,418
-4.3%
0.45%
-15.3%
DIS SellWALT DISNEY CO/THE$4,718,000
+39.2%
26,039
-4.7%
0.45%
+27.2%
TMO SellTHERMO FISHER SCIENTIFIC INC$4,659,000
+2.8%
10,003
-2.5%
0.44%
-5.9%
ICE SellINTERCONTINENTAL EXCHANGE IN$4,625,000
+9.6%
40,115
-4.9%
0.44%0.0%
HON SellHONEYWELL INTERNATIONAL INC$4,526,000
+23.6%
21,278
-4.3%
0.43%
+12.8%
CSCO BuyCISCO SYSTEMS INC$4,146,000
+18.3%
92,658
+4.2%
0.40%
+8.2%
VEU SellVANGUARD FTSE ALL-WORLD EX-U$4,031,000
-10.7%
69,076
-22.8%
0.38%
-18.5%
ZTS SellZOETIS INC$3,991,000
-1.6%
24,113
-1.7%
0.38%
-10.0%
HEFA SellISHA CURR HEDGED MSCI EAFE$3,922,000
-2.8%
128,715
-12.2%
0.37%
-11.2%
SDY SellSPDR S&P DIVIDEND ETF$3,903,000
-32.9%
36,842
-41.5%
0.37%
-38.6%
ECL SellECOLAB INC$3,900,000
+4.9%
18,025
-3.1%
0.37%
-4.1%
APH SellAMPHENOL CORP-CL A$3,704,000
+14.3%
28,322
-5.4%
0.35%
+4.4%
SBUX SellSTARBUCKS CORP$3,556,000
+22.2%
33,243
-1.9%
0.34%
+11.9%
PEP BuyPEPSICO INC$3,446,000
+8.0%
23,234
+0.9%
0.33%
-1.5%
CRM BuySALESFORCE.COM INC$3,392,000
-8.8%
15,244
+3.0%
0.32%
-16.8%
IWM SellISHARES RUSSELL 2000 ETF$3,261,000
+11.0%
16,632
-15.2%
0.31%
+1.6%
GLD BuySPDR GOLD SHARES$3,256,000
+9.6%
18,257
+8.9%
0.31%
+0.3%
BLK SellBLACKROCK INC$3,243,000
+21.2%
4,495
-5.3%
0.31%
+10.8%
CHD SellCHURCH & DWIGHT CO INC$3,163,000
-11.4%
36,255
-4.9%
0.30%
-19.1%
MS SellMORGAN STANLEY$3,019,000
+39.6%
44,051
-1.5%
0.29%
+28.0%
BNDX SellVANGUARD TOTAL INTL BOND ETF$2,947,000
-29.7%
50,340
-30.2%
0.28%
-35.7%
KEYS SellKEYSIGHT TECHNOLOGIES IN$2,940,000
+33.7%
22,254
-0.0%
0.28%
+22.3%
CI SellCIGNA CORP$2,927,000
+14.3%
14,059
-7.0%
0.28%
+4.5%
FREL SellFIDELITY REAL ESTATE ETF$2,852,000
+2.7%
112,377
-4.9%
0.27%
-5.9%
MMM Buy3M CO$2,821,000
+9.6%
16,137
+0.4%
0.27%
+0.4%
PANW SellPALO ALTO NETWORKS INC$2,785,000
+39.9%
7,837
-3.7%
0.26%
+28.0%
SCHX SellSCHWAB US LARGE-CAP ETF$2,787,000
+8.0%
30,645
-4.2%
0.26%
-1.5%
VZ SellVERIZON COMMUNICATIONS INC$2,736,000
-2.6%
46,576
-1.3%
0.26%
-10.9%
DLR SellDIGITAL REALTY TRUST INC$2,576,000
-5.7%
18,465
-0.8%
0.24%
-14.0%
EEM SellISHARES MSCI EMERGING MARKET$2,528,000
-15.2%
48,921
-27.7%
0.24%
-22.5%
DES SellWISDOMTREE US SMALLCAP DIVID$2,438,000
-4.2%
91,657
-24.1%
0.23%
-12.5%
BLL SellBALL CORP$2,312,000
+6.4%
24,809
-5.1%
0.22%
-2.7%
TXN BuyTEXAS INSTRUMENTS INC$2,276,000
+26.0%
13,869
+9.6%
0.22%
+15.4%
SCHH SellSCHWAB US REIT ETF$2,281,000
-8.8%
60,075
-15.0%
0.22%
-16.5%
MDLZ SellMONDELEZ INTERNATIONAL INC-A$2,215,000
+1.0%
37,878
-0.8%
0.21%
-7.5%
VXUS BuyVANGUARD TOTAL INTL STOCK$2,204,000
+427.3%
36,632
+357.6%
0.21%
+377.3%
FTV SellFORTIVE CORP$2,135,000
-11.8%
30,147
-5.1%
0.20%
-19.4%
IQV SellIQVIA HOLDINGS INC$2,069,000
+7.3%
11,549
-5.6%
0.20%
-2.0%
PFF BuyISHARES PREFERRED & INCOME S$2,000,000
+7.0%
51,923
+1.2%
0.19%
-2.6%
J SellJACOBS ENGINEERING GROUP INC$1,905,000
+14.3%
17,485
-2.6%
0.18%
+4.0%
NewBERKSHIRE HATHAWAY INC-CL B$1,868,0008,057
+100.0%
0.18%
HRC BuyHILL-ROM HOLDINGS INC$1,851,000
+26.1%
18,891
+7.4%
0.18%
+15.0%
 PHILLIPS EDISON GROCERY CENT$1,825,0000.0%208,5390.0%0.17%
-8.4%
CFR SellCULLEN/FROST BANKERS INC$1,709,000
-4.7%
19,594
-30.1%
0.16%
-12.8%
CCI SellCROWN CASTLE INTL CORP$1,689,000
-4.9%
10,608
-0.6%
0.16%
-13.0%
NKE BuyNIKE INC -CL B$1,552,000
+18.7%
10,972
+5.4%
0.15%
+8.8%
BRO SellBROWN & BROWN INC$1,549,000
+0.3%
32,663
-4.2%
0.15%
-8.1%
FB BuyFACEBOOK INC-CLASS A$1,385,000
+25.2%
5,072
+20.1%
0.13%
+14.8%
ORLY SellO'REILLY AUTOMOTIVE INC$1,256,000
-6.6%
2,776
-4.9%
0.12%
-14.3%
IWV SellISHARES RUSSELL 3000 ETF$1,238,000
+13.3%
5,540
-0.8%
0.12%
+3.5%
PXD SellPIONEER NATURAL RESOURCES CO$1,231,000
+28.5%
10,810
-3.0%
0.12%
+17.0%
IWF SellISHARES RUSSELL 1000 GROWTH$1,204,000
+10.8%
4,994
-0.3%
0.12%
+1.8%
DVY SellISHARES SELECT DIVIDEND ETF$1,141,000
+11.3%
11,865
-5.6%
0.11%
+1.9%
HD BuyHOME DEPOT INC$1,142,000
+25.5%
4,298
+31.1%
0.11%
+14.7%
GOOG BuyALPHABET INC-CL C$1,091,000
+40.6%
623
+18.0%
0.10%
+28.4%
IVE SellISHARES S&P 500 VALUE ETF$1,091,000
-5.9%
8,525
-17.3%
0.10%
-14.0%
BSV SellVANGUARD SHORT-TERM BOND ETF$1,021,000
-51.8%
12,315
-51.7%
0.10%
-56.1%
EL SellESTEE LAUDER COMPANIES-CL A$963,000
+16.7%
3,619
-4.2%
0.09%
+7.0%
VTHR SellVANGUARD RUSSELL 3000$924,000
-6.0%
5,307
-17.8%
0.09%
-13.7%
SCHO SellSCHWAB SHORT-TERM US TREAS$900,000
-25.9%
17,506
-25.8%
0.09%
-31.7%
VGSH SellVANGUARD SHORT-TERM TREASURY$900,000
-97.3%
14,616
-97.3%
0.09%
-97.5%
HIG SellHARTFORD FINANCIAL SVCS GRP$906,000
+8.0%
18,493
-18.8%
0.09%
-1.1%
SPY BuySPDR S&P 500 ETF TRUST$891,000
+17.5%
2,382
+5.2%
0.08%
+7.6%
MRK BuyMERCK & CO. INC.$867,000
+72.0%
10,595
+74.3%
0.08%
+56.6%
WMT BuyWALMART INC$870,000
+18.2%
6,034
+14.8%
0.08%
+7.8%
IUSB NewISHARES CORE TOTAL BOND ETF$776,00014,220
+100.0%
0.07%
SCZ SellISHARES MSCI EAFE SMALL-CAP$755,000
-13.9%
11,044
-25.7%
0.07%
-20.9%
PG BuyPROCTER & GAMBLE CO/THE$719,000
+31.0%
5,170
+31.0%
0.07%
+19.3%
PFE BuyPFIZER INC$699,000
+19.9%
18,995
+19.5%
0.07%
+9.8%
QCOM NewQUALCOMM INC$688,0004,519
+100.0%
0.07%
HYLB SellXTRACKERS USD HIGH YIELD COR$687,000
-22.2%
13,724
-25.3%
0.06%
-29.3%
UNP SellUNION PACIFIC CORP$664,000
+4.4%
3,191
-1.3%
0.06%
-4.5%
TSLA BuyTESLA INC$654,000
+81.7%
927
+10.5%
0.06%
+63.2%
SCHD SellSCHWAB US DVD EQUITY ETF$644,000
+7.2%
10,041
-7.6%
0.06%
-3.2%
NVDA BuyNVIDIA CORP$603,000
+12.7%
1,155
+16.8%
0.06%
+1.8%
VOOG  VANGUARD S&P 500 GROWTH ETF$588,000
+10.3%
2,5550.0%0.06%0.0%
IWD BuyISHARES RUSSELL 1000 VALUE E$592,000
+21.1%
4,331
+4.6%
0.06%
+9.8%
V BuyVISA INC-CLASS A SHARES$557,000
+14.1%
2,547
+4.4%
0.05%
+3.9%
ORCL BuyORACLE CORP$541,000
+16.6%
8,368
+7.6%
0.05%
+8.3%
ABT SellABBOTT LABORATORIES$549,000
-9.4%
5,011
-10.0%
0.05%
-17.5%
ADBE BuyADOBE INC$509,000
+40.6%
1,018
+37.9%
0.05%
+26.3%
INTC BuyINTEL CORP$494,000
+19.9%
9,911
+24.5%
0.05%
+9.3%
CVX BuyCHEVRON CORP$492,000
+105.0%
5,828
+75.2%
0.05%
+88.0%
LLY BuyELI LILLY & CO$487,000
+127.6%
2,886
+99.9%
0.05%
+109.1%
IYR SellISHARES US REAL ESTATE ETF$462,000
-42.7%
5,392
-46.6%
0.04%
-47.6%
MCD BuyMCDONALD'S CORP$438,000
+2.3%
2,040
+4.7%
0.04%
-6.7%
SCHA SellSCHWAB US SMALL-CAP ETF$440,000
+10.6%
4,943
-15.2%
0.04%
+2.4%
KO BuyCOCA-COLA CO/THE$439,000
+23.0%
7,999
+10.7%
0.04%
+13.5%
PYPL BuyPAYPAL HOLDINGS INC$437,000
+23.8%
1,867
+4.2%
0.04%
+13.5%
ABBV BuyABBVIE INC$437,000
+47.6%
4,075
+20.4%
0.04%
+35.5%
DOW NewDOW INC$412,0007,415
+100.0%
0.04%
VNT NewVONTIER CORP$400,00011,962
+100.0%
0.04%
DD NewDUPONT DE NEMOURS INC$403,0005,665
+100.0%
0.04%
SFPRA SellSTIFEL FINANCIAL CORP$390,000
-28.0%
15,015
-29.2%
0.04%
-33.9%
ISRG BuyINTUITIVE SURGICAL INC$389,000
+16.8%
476
+1.3%
0.04%
+5.7%
KMB SellKIMBERLY-CLARK CORP$385,000
-9.8%
2,859
-1.0%
0.04%
-15.9%
CMCSA BuyCOMCAST CORP-CLASS A$378,000
+30.8%
7,220
+15.6%
0.04%
+20.0%
VBR SellVANGUARD SMALL-CAP VALUE ETF$379,000
+12.8%
2,668
-12.2%
0.04%
+2.9%
NFLX BuyNETFLIX INC$365,000
+15.9%
675
+7.3%
0.04%
+6.1%
XOM NewEXXON MOBIL CORP$354,0008,582
+100.0%
0.03%
SYK BuySTRYKER CORP$362,000
+29.3%
1,479
+10.0%
0.03%
+17.2%
NewBERKSHIRE HATHAWAY INC$348,0001
+100.0%
0.03%
SCHE SellSCHWAB EMERGING MARKETS EQUI$349,000
-11.6%
11,394
-22.8%
0.03%
-19.5%
T BuyAT&T INC$336,000
+1.8%
11,680
+0.8%
0.03%
-5.9%
DHS SellWISDOMTREE US HIGH DIVIDEND$337,000
-59.7%
4,865
-63.6%
0.03%
-63.2%
CPRS SellCITIGROUP INC$330,000
-28.9%
12,905
-28.7%
0.03%
-35.4%
NVO BuyNOVO-NORDISK A/S-SPONS ADR$323,000
+10.2%
4,624
+9.4%
0.03%0.0%
HYG SellISHARES IBOXX HIGH YLD CORP$329,000
-40.3%
3,771
-42.6%
0.03%
-45.6%
SPLV SellINVESCO S&P 500 LOW VOLATILI$318,000
-35.9%
5,659
-38.9%
0.03%
-42.3%
IWY  ISHARES RUSSELL TOP 200 GROW$310,000
+9.9%
2,3270.0%0.03%
+3.4%
GSLC  GOLDMAN ACTIVEBETA US LC ETF$314,000
+11.0%
4,1550.0%0.03%
+3.4%
USMV BuyISHARES MSCI USA MIN VOL FAC$306,000
+10.1%
4,515
+3.5%
0.03%0.0%
IAGG SellISHARES INTL AGGREGATE BOND$305,000
-58.8%
5,430
-59.1%
0.03%
-62.3%
BMY BuyBRISTOL-MYERS SQUIBB CO$298,000
+40.6%
4,802
+36.7%
0.03%
+27.3%
FAST BuyFASTENAL CO$290,000
+27.2%
5,937
+17.4%
0.03%
+16.7%
DHR BuyDANAHER CORP$284,000
+15.0%
1,279
+11.4%
0.03%
+3.8%
CTVA NewCORTEVA INC$274,0007,086
+100.0%
0.03%
NewMEDTRONIC PLC$274,0002,337
+100.0%
0.03%
SCHV SellSCHWAB US LARGE-CAP VALUE$250,000
-1.6%
4,196
-13.7%
0.02%
-7.7%
UPS BuyUNITED PARCEL SERVICE-CL B$251,000
+24.3%
1,492
+23.1%
0.02%
+14.3%
TECH NewBIO-TECHNE CORP$256,000805
+100.0%
0.02%
AMGN BuyAMGEN INC$252,000
+8.6%
1,098
+20.5%
0.02%0.0%
VOT SellVANGUARD MID-CAP GROWTH ETF$246,000
+17.1%
1,161
-0.2%
0.02%
+4.5%
MCK NewMCKESSON CORP$230,0001,320
+100.0%
0.02%
CAT NewCATERPILLAR INC$227,0001,247
+100.0%
0.02%
USBPRP  US BANCORP$234,000
+5.4%
8,2300.0%0.02%
-4.3%
CL NewCOLGATE-PALMOLIVE CO$227,0002,649
+100.0%
0.02%
EMR NewEMERSON ELECTRIC CO$232,0002,886
+100.0%
0.02%
USB NewUS BANCORP$236,0005,073
+100.0%
0.02%
TGT NewTARGET CORP$216,0001,221
+100.0%
0.02%
WFCPRX SellWELLS FARGO & COMPANY$224,000
-9.7%
8,550
-10.5%
0.02%
-19.2%
BAC NewBANK OF AMERICA CORP$218,0007,178
+100.0%
0.02%
MUB  ISHARES NATIONAL MUNI BOND E$217,000
+0.9%
1,8510.0%0.02%
-4.5%
SYLD NewCAMBRIA SHAREHOLDER YIELD ET$218,0004,900
+100.0%
0.02%
RTX NewRAYTHEON TECHNOLOGIES CORP$220,0003,083
+100.0%
0.02%
XLK NewTECHNOLOGY SELECT SECT SPDR$210,0001,613
+100.0%
0.02%
IJJ NewISHARES S&P MID-CAP 400 VALU$200,0002,321
+100.0%
0.02%
NEE NewNEXTERA ENERGY INC$200,0002,593
+100.0%
0.02%
BA NewBOEING CO/THE$204,000954
+100.0%
0.02%
AKTS NewAKOUSTIS TECHNOLOGIES INC$164,00013,400
+100.0%
0.02%
GE BuyGENERAL ELECTRIC CO$135,000
+110.9%
12,491
+20.7%
0.01%
+85.7%
RCRUY NewRECRUIT HOLDINGS CO LTD-ADR$89,00010,562
+100.0%
0.01%
FRTD  FORTITUDE GROUP INC$050,0000.0%0.00%
CBMC NewCALYPTE BIOMEDICAL CORP$0595,888
+100.0%
0.00%
XOGAQ ExitEXTRACTION OIL & GAS INC$0-56,000
-100.0%
0.00%
SWET ExitSOLAR WIND ENERGY TOWER INC$0-100,000
-100.0%
0.00%
FHLC ExitFIDELITY HEALTH CARE ETF$0-4,120
-100.0%
-0.02%
WFCPRR ExitWELLS FARGO & COMPANY$0-9,800
-100.0%
-0.03%
FRC ExitFIRST REPUBLIC BANK/CA$0-2,525
-100.0%
-0.03%
BRKA ExitBERKSHIRE HATHAWAY INC-CL A$0-1
-100.0%
-0.03%
SCHC ExitSCHWAB INTL SMALL-CAP EQUITY$0-9,598
-100.0%
-0.03%
FTEC ExitFIDELITY MSCI INFO TECH ETF$0-3,982
-100.0%
-0.04%
BRKB ExitBERKSHIRE HATHAWAY INC-CL B$0-7,588
-100.0%
-0.17%
ACN ExitACCENTURE PLC-CL A$0-22,867
-100.0%
-0.54%
Original filings

The following EDGAR filing(s) were analyzed to create this report:

  • View 13F-HR filed 2021-02-01
Signatures

The EDGAR filing(s) were signed by:

Top long-term holdings
NameQuarters ownedLatest quarter ownedMax weighting
ISHARES TR42Q3 202317.3%
VANGUARD TAX-MANAGED INTL FD42Q3 202316.2%
ISHARES TR42Q3 20239.0%
Vanguard REIT Index Fund42Q3 20237.5%
ISHARES TR42Q3 20236.3%
Vanguard Small-Cap Index Fund42Q3 20234.4%
VANGUARD INTL EQUITY INDEX F42Q3 20234.2%
ISHARES TR42Q3 20231.7%
APPLE INC42Q3 20232.1%
ISHARES TR42Q3 20231.3%

View BOK Financial Private Wealth, Inc.'s complete holdings history.

Latest significant ownerships (13-D/G)
BOK Financial Private Wealth, Inc. Q4 2020 significant holdings filed using form 13D/G when ownership exceeds 5% of a company's total stock issue.
FiledShares Percentage
BOK Financial Private Wealth, Inc.February 01, 2021? ?
BOK Financial Private Wealth, Inc.February 05, 2020? ?
iSHARES TRUSTFebruary 03, 20161,304,4654.5%

View BOK Financial Private Wealth, Inc.'s complete significant-ownership history.

Latest filings
TypeFiled
13F-HR2024-01-30
13F-HR2023-10-13
13F-HR2023-08-08
13F-HR2023-04-24
13F-HR2023-02-02
13F-HR/A2022-11-07
13F-HR2022-11-04
13F-HR2022-08-15
13F-HR2022-05-09
13F-HR2022-02-15

View BOK Financial Private Wealth, Inc.'s complete filings history.

Compare quarters

Export BOK Financial Private Wealth, Inc.'s holdings