BOK Financial Private Wealth’s TC Energy TRP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.85K	Buy	+43	New	+$2.84K	﹤0.01%	581
2025 Q1	–	Sell	-1,500	Closed	-$70.6K	–	656
2024 Q4	$70.6K	Sell	1,500 -490	-25%	-$23.2K	0.01%	237
2024 Q3	$96K	Buy	+1,990	New	+$86.5K	0.01%	214
2024 Q2	–	Hold	0	–	–	–	445

Other funds holding TRP

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

BOK Financial Private Wealth's TRP Position: Q2 2026 in Review

BOK Financial Private Wealth opened a new position in TC Energy (TRP) in Q2 2026: 43 shares worth $2.85K. The stake represents ﹤0.01% of the portfolio and ranks #581 among its holdings. This is a return to the name: BOK Financial Private Wealth previously reported a position in TRP as recently as Q4 2024.

BOK Financial Private Wealth first reported a position in TRP in Q3 2024 and has held it in 3 quarters since. The position peaked at $96K in Q3 2024. 706 funds tracked by Wall St. Rank hold TRP as of Q2 2026.

BOK Financial Private Wealth held 43 shares of TC Energy worth $2.85K as of Q2 2026.
TC Energy was a new BOK Financial Private Wealth position in Q2 2026.
TC Energy made up ﹤0.01% of BOK Financial Private Wealth's portfolio in Q2 2026, its #581 holding.
BOK Financial Private Wealth first reported a position in TC Energy in Q3 2024 and has held it in 3 quarters since.
BOK Financial Private Wealth's TC Energy position peaked at $96K in Q3 2024.
706 funds tracked by Wall St. Rank held TC Energy as of Q2 2026.

Based on BOK Financial Private Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.