BOK Financial Private Wealth, Inc.
All 13F Filings
- Location
- Denver, CO
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 1,949,804
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/7/2026 | 792 | 1,949,804 | 13F-HR | BOK Financial Private Wealth, Inc. |
| Q1 2026 | 5/12/2026 | 448 | 1,655,625 | 13F-HR | BOK Financial Private Wealth, Inc. |
| Q4 2025 | 2/6/2026 | 456 | 1,633,890 | 13F-HR | BOK Financial Private Wealth, Inc. |
| Q3 2025 | 11/7/2025 | 380 | 1,589,051 | 13F-HR | BOK Financial Private Wealth, Inc. |
| Q2 2025 | 8/7/2025 | 418 | 1,499,225 | 13F-HR | BOK Financial Private Wealth, Inc. |
| Q2 2014 | 8/1/2014 | 77 | 601,177 | 13F-HR | Milestone Group, Inc. |
| Q1 2014 | 5/5/2014 | 72 | 573,388 | 13F-HR | Milestone Group, Inc. |
| Q4 2013 | 1/28/2014 | 67 | 554,803 | 13F-HR | Milestone Group, Inc. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 158.5 K | 8.1% | 7.555 K | 0 | 7.555 K |
| ETFs | 1.791 M | 91.9% | 286.2 K | 0 | 286.2 K |
| Debt | 412 | 0.0% | 406 | 0 | 406 |
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Fund Snapshot
Q2 2026
Latest filed
8/7/2026
Total value ($000)
1,949,804
Holdings
792
QoQ value change ($000)
294,179
(17.8%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.