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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 – 475
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 $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
CM
Corvex Management New York $3.27B AUM 38.53% 1-Year Est. Return
SC
Sessa Capital New York $5.98B AUM 99.85% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

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

BOK Financial Private Wealth sold out of Fortrea Holdings (FTRE) in Q1 2026, closing a stake of 53 shares — an estimated $915 sold.

BOK Financial Private Wealth first reported a position in FTRE in Q3 2023 and held it in 10 quarters. The position peaked at $1.49K in Q1 2024. 331 funds tracked by Wall St. Rank hold FTRE as of Q1 2026.

  • BOK Financial Private Wealth reported no remaining Fortrea Holdings position as of Q1 2026 after selling out during the quarter.
  • BOK Financial Private Wealth sold 53 Fortrea Holdings shares in Q1 2026, an estimated $915.
  • BOK Financial Private Wealth first reported a position in Fortrea Holdings in Q3 2023 and held it in 10 quarters.
  • BOK Financial Private Wealth's Fortrea Holdings position peaked at $1.49K in Q1 2024.
  • 331 funds tracked by Wall St. Rank held Fortrea Holdings as of Q1 2026.

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