BOK Financial Private Wealth’s Charter Communications CHTR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$712	Buy	+5	New	+$834	﹤0.01%	731
2022 Q2	–	Sell	-535	Closed	-$292K	–	385
2022 Q1	$292K	Buy	535 +30	+6%	+$17.6K	0.02%	241
2021 Q4	$329K	Buy	505 +70	+16%	+$47.7K	0.02%	212
2021 Q3	$316K	Buy	435 +60	+16%	+$45.5K	0.03%	185
2021 Q2	$271K	Buy	+375	New	+$252K	0.02%	188

Other funds holding CHTR

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

BOK Financial Private Wealth opened a new position in Charter Communications (CHTR) in Q2 2026: 5 shares worth $712. The stake represents ﹤0.01% of the portfolio and ranks #731 among its holdings. This is a return to the name: BOK Financial Private Wealth previously reported a position in CHTR as recently as Q1 2022.

BOK Financial Private Wealth first reported a position in CHTR in Q2 2021 and has held it in 5 quarters since. The position peaked at $329K in Q4 2021. 788 funds tracked by Wall St. Rank hold CHTR as of Q2 2026.

BOK Financial Private Wealth held 5 shares of Charter Communications worth $712 as of Q2 2026.
Charter Communications was a new BOK Financial Private Wealth position in Q2 2026.
Charter Communications made up ﹤0.01% of BOK Financial Private Wealth's portfolio in Q2 2026, its #731 holding.
BOK Financial Private Wealth first reported a position in Charter Communications in Q2 2021 and has held it in 5 quarters since.
BOK Financial Private Wealth's Charter Communications position peaked at $329K in Q4 2021.
788 funds tracked by Wall St. Rank held Charter Communications as of Q2 2026.

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