BOK Financial Private Wealth’s Automatic Data Processing ADP Stock Holding History

BOK Financial Private Wealth’s Portfolio ADP Stock Details ADP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$206K	Hold	1,006	–	–	0.01%	173
2025 Q4	$260K	Hold	1,006	–	–	0.02%	167
2025 Q3	$297K	Buy	1,006 +6	+0.6%	+$1.81K	0.02%	150
2025 Q2	$310K	Hold	1,000	–	–	0.02%	146
2025 Q1	$309K	Sell	1,000 -1,008	-50%	-$304K	0.02%	148
2024 Q4	$591K	Buy	2,008 +8	+0.4%	+$2.36K	0.04%	120
2024 Q3	$556K	Hold	2,000	–	–	0.04%	127
2024 Q2	$480K	Hold	2,000	–	–	0.03%	132
2024 Q1	$502K	Hold	2,000	–	–	0.04%	130
2023 Q4	$469K	Hold	2,000	–	–	0.04%	127
2023 Q3	$484K	Hold	2,000	–	–	0.04%	125
2023 Q2	$442K	Sell	2,000 -295	-13%	-$63.6K	0.04%	130
2023 Q1	$514K	Buy	2,295 +7	+0.3%	+$1.58K	0.04%	128
2022 Q4	$549K	Sell	2,288 -1,712	-43%	-$420K	0.05%	127
2022 Q3	$909K	Hold	4,000	–	–	0.08%	106
2022 Q2	$844K	Sell	4,000 -1,666	-29%	-$365K	0.08%	112
2022 Q1	$1.29M	Buy	5,666 +69	+1%	+$14.8K	0.09%	120
2021 Q4	$1.38M	Buy	5,597 +4,193	+299%	+$949K	0.1%	116
2021 Q3	$281K	Buy	+1,404	New	+$289K	0.02%	200

Other funds holding ADP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BOK Financial Private Wealth's ADP Position: Q1 2026 in Review

BOK Financial Private Wealth held its Automatic Data Processing (ADP) position steady in Q1 2026 at 1,006 shares worth $206K. The position accounts for 0.01% of the portfolio, ranked #173.

BOK Financial Private Wealth first reported a position in ADP in Q3 2021 and has held it in 19 quarters since. The position peaked at $1.38M in Q4 2021. 2,265 funds tracked by Wall St. Rank hold ADP as of Q1 2026.

BOK Financial Private Wealth held 1,006 shares of Automatic Data Processing worth $206K as of Q1 2026.
BOK Financial Private Wealth left its Automatic Data Processing share count unchanged in Q1 2026.
Automatic Data Processing made up 0.01% of BOK Financial Private Wealth's portfolio in Q1 2026, its #173 holding.
BOK Financial Private Wealth first reported a position in Automatic Data Processing in Q3 2021 and has held it in 19 quarters since.
BOK Financial Private Wealth's Automatic Data Processing position peaked at $1.38M in Q4 2021.
2,265 funds tracked by Wall St. Rank held Automatic Data Processing as of Q1 2026.

Based on BOK Financial Private Wealth's 13F filing for Q1 2026, filed 12 May 2026.