BOK Financial Private Wealth’s Everpure Inc P Stock Holding History

BOK Financial Private Wealth’s Portfolio P Stock Details P Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$639K	Sell	10,817 -1,408	-12%	-$95.4K	0.04%	111
2025 Q4	$819K	Sell	12,225 -76	-0.6%	-$6.35K	0.05%	101
2025 Q3	$1.03M	Sell	12,301 -697	-5%	-$46.4K	0.06%	85
2025 Q2	$748K	Sell	12,998 -4,673	-26%	-$233K	0.05%	103
2025 Q1	$782K	Buy	17,671 +2,123	+14%	+$128K	0.06%	103
2024 Q4	$955K	Sell	15,548 -3,159	-17%	-$176K	0.07%	101
2024 Q3	$940K	Sell	18,707 -3,586	-16%	-$203K	0.07%	103
2024 Q2	$1.43M	Buy	+22,293	New	+$1.29M	0.1%	87

Other funds holding P

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

DGI

Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

BOK Financial Private Wealth reduced its Everpure Inc (P) stake by 12% in Q1 2026, selling an estimated $95.4K and leaving 10,817 shares worth $639K. The position accounts for 0.04% of the portfolio, ranked #111.

BOK Financial Private Wealth first reported a position in P in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.43M in Q2 2024. 763 funds tracked by Wall St. Rank hold P as of Q1 2026.

BOK Financial Private Wealth held 10,817 shares of Everpure Inc worth $639K as of Q1 2026.
BOK Financial Private Wealth sold 1,408 Everpure Inc shares in Q1 2026, an estimated $95.4K.
Everpure Inc made up 0.04% of BOK Financial Private Wealth's portfolio in Q1 2026, its #111 holding.
BOK Financial Private Wealth first reported a position in Everpure Inc in Q2 2024 and has held it in 8 quarters since.
BOK Financial Private Wealth's Everpure Inc position peaked at $1.43M in Q2 2024.
763 funds tracked by Wall St. Rank held Everpure Inc as of Q1 2026.

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