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BOK Financial Private Wealth’s Iron Mountain IRM Stock Holding History

BOK Financial Private Wealth’s Portfolio IRM Stock Details IRM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-109
Closed -$11.2K – 411
2025
Q2 		$11.2K Buy
+109
New +$10.3K ﹤0.01% 352
2025
Q1 		– Sell
-11
Closed -$1.17K – 577
2024
Q4 		$1.17K Buy
+11
New +$1.29K ﹤0.01% 489

Other funds holding IRM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

BOK Financial Private Wealth's IRM Position: Q3 2025 in Review

BOK Financial Private Wealth sold out of Iron Mountain (IRM) in Q3 2025, closing a stake of 109 shares — an estimated $11.2K sold.

BOK Financial Private Wealth first reported a position in IRM in Q4 2024 and held it in 2 quarters. The position peaked at $11.2K in Q2 2025. 1,015 funds tracked by Wall St. Rank hold IRM as of Q3 2025.

  • BOK Financial Private Wealth reported no remaining Iron Mountain position as of Q3 2025 after selling out during the quarter.
  • BOK Financial Private Wealth sold 109 Iron Mountain shares in Q3 2025, an estimated $11.2K.
  • BOK Financial Private Wealth first reported a position in Iron Mountain in Q4 2024 and held it in 2 quarters.
  • BOK Financial Private Wealth's Iron Mountain position peaked at $11.2K in Q2 2025.
  • 1,015 funds tracked by Wall St. Rank held Iron Mountain as of Q3 2025.

Based on BOK Financial Private Wealth's 13F filing for Q3 2025, filed 7 Nov 2025.