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BOK Financial Private Wealth’s Fortrea Holdings FTRE Stock Holding History

BOK Financial Private Wealth’s Portfolio FTRE Stock Details FTRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-53
Closed -$915 – 476
2025
Q4 		$915 Buy
53
+16
+43% +$198 ﹤0.01% 443
2025
Q3 		$312 Hold
37
– – ﹤0.01% 379
2025
Q2 		$183 Hold
37
– – ﹤0.01% 418
2025
Q1 		$280 Hold
37
– – ﹤0.01% 463
2024
Q4 		$691 Hold
37
– – ﹤0.01% 552
2024
Q3 		$740 Hold
37
– – ﹤0.01% 505
2024
Q2 		$864 Hold
37
– – ﹤0.01% 451
2024
Q1 		$1.49K Hold
37
– – ﹤0.01% 434
2023
Q4 		$1.29K Sell
37
-9
-20% -$275 ﹤0.01% 491
2023
Q3 		$1.32K Buy
+46
New +$1.36K ﹤0.01% 365

Other funds holding FTRE

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
CM
Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return
SC
Sessa Capital New York $5.26B AUM 47.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return