BOK Financial Private Wealth’s S&P Global SPGI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$89.7K	Hold	211	–	–	0.01%	225
2025 Q4	$110K	Hold	211	–	–	0.01%	214
2025 Q3	$103K	Hold	211	–	–	0.01%	204
2025 Q2	$111K	Sell	211 -27	-11%	-$13.5K	0.01%	204
2025 Q1	$121K	Buy	238 +21	+10%	+$10.7K	0.01%	197
2024 Q4	$108K	Buy	217 +6	+3%	+$3.04K	0.01%	204
2024 Q3	$109K	Hold	211	–	–	0.01%	203
2024 Q2	$94.1K	Hold	211	–	–	0.01%	209
2024 Q1	$89.8K	Buy	211 +67	+47%	+$29K	0.01%	213
2023 Q4	$63.4K	Buy	144 +109	+311%	+$43K	0.01%	221
2023 Q3	$12.8K	Hold	35	–	–	﹤0.01%	314
2023 Q2	$14K	Sell	35 -6	-15%	-$2.19K	﹤0.01%	303
2023 Q1	$14.1K	Buy	41 +6	+17%	+$2.11K	﹤0.01%	329
2022 Q4	$11.7K	Hold	35	–	–	﹤0.01%	317
2022 Q3	$11K	Hold	35	–	–	﹤0.01%	327
2022 Q2	$12K	Sell	35 -1,684	-98%	-$600K	﹤0.01%	331
2022 Q1	$705K	Buy	1,719 +571	+50%	+$233K	0.05%	151
2021 Q4	$542K	Buy	1,148 +237	+26%	+$108K	0.04%	161
2021 Q3	$387K	Buy	911 +158	+21%	+$68.5K	0.03%	170
2021 Q2	$309K	Buy	753 +151	+25%	+$58K	0.03%	176
2021 Q1	$213K	Buy	+602	New	+$200K	0.02%	181

Other funds holding SPGI

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

BOK Financial Private Wealth held its S&P Global (SPGI) position steady in Q1 2026 at 211 shares worth $89.7K. The position accounts for 0.01% of the portfolio, ranked #225.

BOK Financial Private Wealth first reported a position in SPGI in Q1 2021 and has held it in 21 quarters since. The position peaked at $705K in Q1 2022. 2,105 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

BOK Financial Private Wealth held 211 shares of S&P Global worth $89.7K as of Q1 2026.
BOK Financial Private Wealth left its S&P Global share count unchanged in Q1 2026.
S&P Global made up 0.01% of BOK Financial Private Wealth's portfolio in Q1 2026, its #225 holding.
BOK Financial Private Wealth first reported a position in S&P Global in Q1 2021 and has held it in 21 quarters since.
BOK Financial Private Wealth's S&P Global position peaked at $705K in Q1 2022.
2,105 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

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