BOK Financial Private Wealth
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BOK Financial Private Wealth’s Goldman Sachs GS Stock Holding History

BOK Financial Private Wealth’s Portfolio GS Stock Details GS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$8.1K Sell
9
-17
-65% -$17.4K ﹤0.01% 345
2026
Q2 		$26.3K Buy
26
+17
+189% +$16.6K ﹤0.01% 328
2026
Q1 		$7.61K Hold
9
– – ﹤0.01% 361
2025
Q4 		$7.91K Hold
9
– – ﹤0.01% 401
2025
Q3 		$7.17K Sell
9
-22
-71% -$16.3K ﹤0.01% 344
2025
Q2 		$21.9K Sell
31
-72
-70% -$41.7K ﹤0.01% 313
2025
Q1 		$56.3K Buy
103
+46
+81% +$27.7K ﹤0.01% 248
2024
Q4 		$32.6K Sell
57
-13
-19% -$7.25K ﹤0.01% 293
2024
Q3 		$34.7K Sell
70
-116
-62% -$56.7K ﹤0.01% 298
2024
Q2 		$84.3K Buy
186
+165
+786% +$72.4K 0.01% 213
2024
Q1 		$8.86K Sell
21
-106
-83% -$41.1K ﹤0.01% 369
2023
Q4 		$49K Buy
127
+21
+20% +$7.01K ﹤0.01% 246
2023
Q3 		$34.3K Hold
106
– – ﹤0.01% 260
2023
Q2 		$34.2K Buy
106
+17
+19% +$5.59K ﹤0.01% 256
2023
Q1 		$29.1K Buy
89
+4
+5% +$1.39K ﹤0.01% 287
2022
Q4 		$29.2K Hold
85
– – ﹤0.01% 277
2022
Q3 		$25K Hold
85
– – ﹤0.01% 291
2022
Q2 		$25K Sell
85
-1,139
-93% -$355K ﹤0.01% 300
2022
Q1 		$404K Buy
1,224
+148
+14% +$52.3K 0.03% 191
2021
Q4 		$412K Buy
1,076
+177
+20% +$70.1K 0.03% 189
2021
Q3 		$340K Buy
899
+260
+41% +$102K 0.03% 181
2021
Q2 		$243K Buy
+639
New +$229K 0.02% 199

Other funds holding GS

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

BOK Financial Private Wealth's GS Position: Q3 2026 in Review

BOK Financial Private Wealth reduced its Goldman Sachs (GS) stake by 65% in Q3 2026, selling an estimated $17.4K and leaving 9 shares worth $8.1K. The position accounts for ﹤0.01% of the portfolio, ranked #345.

BOK Financial Private Wealth first reported a position in GS in Q2 2021 and has held it in 22 quarters since. The position peaked at $412K in Q4 2021. 2,750 funds tracked by Wall St. Rank hold GS as of Q3 2026.

  • BOK Financial Private Wealth held 9 shares of Goldman Sachs worth $8.1K as of Q3 2026.
  • BOK Financial Private Wealth sold 17 Goldman Sachs shares in Q3 2026, an estimated $17.4K.
  • Goldman Sachs made up ﹤0.01% of BOK Financial Private Wealth's portfolio in Q3 2026, its #345 holding.
  • BOK Financial Private Wealth first reported a position in Goldman Sachs in Q2 2021 and has held it in 22 quarters since.
  • BOK Financial Private Wealth's Goldman Sachs position peaked at $412K in Q4 2021.
  • 2,750 funds tracked by Wall St. Rank held Goldman Sachs as of Q3 2026.

Based on BOK Financial Private Wealth's 13F filing for Q3 2026, filed 13 Nov 2026.