BFPW
OEF icon

BOK Financial Private Wealth’s iShares S&P 100 ETF OEF Stock Holding History

BOK Financial Private Wealth’s Portfolio OEF Stock Details OEF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$17.5K Buy
+55
New +$18.4K ﹤0.01% 322
2025
Q2 		– Sell
-325
Closed -$88K – 475
2025
Q1 		$88K Hold
325
– – 0.01% 217
2024
Q4 		$93.9K Buy
+325
New +$93K 0.01% 216

Other funds holding OEF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

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

BOK Financial Private Wealth opened a new position in iShares S&P 100 ETF (OEF) in Q1 2026: 55 shares worth $17.5K. The stake represents ﹤0.01% of the portfolio and ranks #322 among its holdings. This is a return to the name: BOK Financial Private Wealth previously reported a position in OEF as recently as Q1 2025.

BOK Financial Private Wealth first reported a position in OEF in Q4 2024 and has held it in 3 quarters since. The position peaked at $93.9K in Q4 2024. 1,000 funds tracked by Wall St. Rank hold OEF as of Q1 2026.

  • BOK Financial Private Wealth held 55 shares of iShares S&P 100 ETF worth $17.5K as of Q1 2026.
  • iShares S&P 100 ETF was a new BOK Financial Private Wealth position in Q1 2026.
  • iShares S&P 100 ETF made up ﹤0.01% of BOK Financial Private Wealth's portfolio in Q1 2026, its #322 holding.
  • BOK Financial Private Wealth first reported a position in iShares S&P 100 ETF in Q4 2024 and has held it in 3 quarters since.
  • BOK Financial Private Wealth's iShares S&P 100 ETF position peaked at $93.9K in Q4 2024.
  • 1,000 funds tracked by Wall St. Rank held iShares S&P 100 ETF as of Q1 2026.

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