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BOK Financial Private Wealth’s Dow Inc DOW Stock Holding History

BOK Financial Private Wealth’s Portfolio DOW Stock Details DOW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$410K Hold
9,849
– – 0.02% 136
2025
Q4 		$230K Hold
9,849
– – 0.01% 173
2025
Q3 		$226K Hold
9,849
– – 0.01% 166
2025
Q2 		$261K Hold
9,849
– – 0.02% 158
2025
Q1 		$344K Sell
9,849
-26
-0.3% -$998 0.03% 142
2024
Q4 		$396K Sell
9,875
-943
-9% -$44K 0.03% 139
2024
Q3 		$591K Sell
10,818
-451
-4% -$23.8K 0.04% 123
2024
Q2 		$598K Buy
11,269
+810
+8% +$46.3K 0.04% 120
2024
Q1 		$606K Sell
10,459
-808
-7% -$44.7K 0.05% 121
2023
Q4 		$618K Buy
11,267
+297
+3% +$15.2K 0.05% 113
2023
Q3 		$566K Buy
10,970
+251
+2% +$13.5K 0.05% 117
2023
Q2 		$571K Hold
10,719
– – 0.05% 119
2023
Q1 		$588K Buy
10,719
+203
+2% +$11.4K 0.05% 122
2022
Q4 		$530K Buy
10,516
+1,637
+18% +$80K 0.04% 129
2022
Q3 		$390K Hold
8,879
– – 0.04% 134
2022
Q2 		$458K Sell
8,879
-4,271
-32% -$274K 0.04% 131
2022
Q1 		$838K Buy
13,150
+3,654
+38% +$220K 0.06% 139
2021
Q4 		$539K Sell
9,496
-799
-8% -$45.6K 0.04% 162
2021
Q3 		$593K Sell
10,295
-284
-3% -$17.4K 0.05% 138
2021
Q2 		$669K Buy
10,579
+2,654
+33% +$175K 0.05% 130
2021
Q1 		$507K Buy
7,925
+510
+7% +$30.5K 0.05% 128
2020
Q4 		$412K Buy
+7,415
New +$383K 0.04% 130

Other funds holding DOW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

BOK Financial Private Wealth held its Dow Inc (DOW) position steady in Q1 2026 at 9,849 shares worth $410K. The position accounts for 0.02% of the portfolio, ranked #136.

BOK Financial Private Wealth first reported a position in DOW in Q4 2020 and has held it in 22 quarters since. The position peaked at $838K in Q1 2022. 1,305 funds tracked by Wall St. Rank hold DOW as of Q1 2026.

  • BOK Financial Private Wealth held 9,849 shares of Dow Inc worth $410K as of Q1 2026.
  • BOK Financial Private Wealth left its Dow Inc share count unchanged in Q1 2026.
  • Dow Inc made up 0.02% of BOK Financial Private Wealth's portfolio in Q1 2026, its #136 holding.
  • BOK Financial Private Wealth first reported a position in Dow Inc in Q4 2020 and has held it in 22 quarters since.
  • BOK Financial Private Wealth's Dow Inc position peaked at $838K in Q1 2022.
  • 1,305 funds tracked by Wall St. Rank held Dow Inc as of Q1 2026.

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