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BOK Financial Private Wealth’s BP BP Stock Holding History

BOK Financial Private Wealth’s Portfolio BP Stock Details BP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$136K Buy
2,892
+154
+6% +$6.03K 0.01% 198
2025
Q4 		$95.1K Hold
2,738
– – 0.01% 228
2025
Q3 		$94.4K Hold
2,738
– – 0.01% 209
2025
Q2 		$81.9K Hold
2,738
– – 0.01% 218
2025
Q1 		$92.5K Sell
2,738
-67
-2% -$2.19K 0.01% 214
2024
Q4 		$82.9K Hold
2,805
– – 0.01% 224
2024
Q3 		$88K Sell
2,805
-1,141
-29% -$38.6K 0.01% 218
2024
Q2 		$142K Buy
3,946
+1,028
+35% +$38.5K 0.01% 186
2024
Q1 		$110K Sell
2,918
-1,172
-29% -$42K 0.01% 200
2023
Q4 		$145K Buy
4,090
+23
+0.6% +$842 0.01% 181
2023
Q3 		$157K Buy
4,067
+140
+4% +$5.2K 0.01% 167
2023
Q2 		$139K Buy
3,927
+978
+33% +$36.2K 0.01% 172
2023
Q1 		$112K Sell
2,949
-28
-0.9% -$1.05K 0.01% 190
2022
Q4 		$104K Buy
2,977
+28
+0.9% +$932 0.01% 188
2022
Q3 		$84K Hold
2,949
– – 0.01% 212
2022
Q2 		$84K Buy
+2,949
New +$90.4K 0.01% 213

Other funds holding BP

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

BOK Financial Private Wealth increased its BP (BP) stake by 5.6% in Q1 2026, buying an estimated $6.03K and bringing the position to 2,892 shares worth $136K. The position accounts for 0.01% of the portfolio, ranked #198.

BOK Financial Private Wealth first reported a position in BP in Q2 2022 and has held it in 16 quarters since. The position peaked at $157K in Q3 2023. 1,255 funds tracked by Wall St. Rank hold BP as of Q1 2026.

  • BOK Financial Private Wealth held 2,892 shares of BP worth $136K as of Q1 2026.
  • BOK Financial Private Wealth bought 154 BP shares in Q1 2026, an estimated $6.03K.
  • BP made up 0.01% of BOK Financial Private Wealth's portfolio in Q1 2026, its #198 holding.
  • BOK Financial Private Wealth first reported a position in BP in Q2 2022 and has held it in 16 quarters since.
  • BOK Financial Private Wealth's BP position peaked at $157K in Q3 2023.
  • 1,255 funds tracked by Wall St. Rank held BP as of Q1 2026.

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