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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
Q2 		$114K Buy
3,094
+202
+7% +$8.86K 0.01% 220
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 $336B AUM 34.66% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

BOK Financial Private Wealth's BP Position: Q2 2026 in Review

BOK Financial Private Wealth increased its BP (BP) stake by 7% in Q2 2026, buying an estimated $8.86K and bringing the position to 3,094 shares worth $114K. The position accounts for 0.01% of the portfolio, ranked #220.

BOK Financial Private Wealth first reported a position in BP in Q2 2022 and has held it in 17 quarters since. The position peaked at $157K in Q3 2023. 1,169 funds tracked by Wall St. Rank hold BP as of Q2 2026.

  • BOK Financial Private Wealth held 3,094 shares of BP worth $114K as of Q2 2026.
  • BOK Financial Private Wealth bought 202 BP shares in Q2 2026, an estimated $8.86K.
  • BP made up 0.01% of BOK Financial Private Wealth's portfolio in Q2 2026, its #220 holding.
  • BOK Financial Private Wealth first reported a position in BP in Q2 2022 and has held it in 17 quarters since.
  • BOK Financial Private Wealth's BP position peaked at $157K in Q3 2023.
  • 1,169 funds tracked by Wall St. Rank held BP as of Q2 2026.

Based on BOK Financial Private Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.