BOK Financial Private Wealth
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BOK Financial Private Wealth’s MSCI MSCI Stock Holding History

BOK Financial Private Wealth’s Portfolio MSCI Stock Details MSCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-9
Closed -$5.04K – 662
2026
Q2 		$5.04K Buy
+9
New +$5.25K ﹤0.01% 491
2025
Q1 		– Sell
-2
Closed -$1.2K – 602
2024
Q4 		$1.2K Buy
+2
New +$1.2K ﹤0.01% 484

Other funds holding MSCI

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return

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

BOK Financial Private Wealth sold out of MSCI (MSCI) in Q3 2026, closing a stake of 9 shares — an estimated $5.04K sold.

BOK Financial Private Wealth first reported a position in MSCI in Q4 2024 and held it in 2 quarters. The position peaked at $5.04K in Q2 2026. 868 funds tracked by Wall St. Rank hold MSCI as of Q3 2026.

  • BOK Financial Private Wealth reported no remaining MSCI position as of Q3 2026 after selling out during the quarter.
  • BOK Financial Private Wealth sold 9 MSCI shares in Q3 2026, an estimated $5.04K.
  • BOK Financial Private Wealth first reported a position in MSCI in Q4 2024 and held it in 2 quarters.
  • BOK Financial Private Wealth's MSCI position peaked at $5.04K in Q2 2026.
  • 868 funds tracked by Wall St. Rank held MSCI as of Q3 2026.

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