BOK Financial Private Wealth’s V2X VVX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$175K	Sell	2,562 -1,901	-43%	-$128K	0.01%	180
2025 Q4	$243K	Hold	4,463	–	–	0.01%	171
2025 Q3	$259K	Sell	4,463 -936	-17%	-$50K	0.02%	155
2025 Q2	$262K	Buy	5,399 +356	+7%	+$16.9K	0.02%	156
2025 Q1	$247K	Sell	5,043 -2,899	-37%	-$142K	0.02%	156
2024 Q4	$380K	Hold	7,942	–	–	0.03%	141
2024 Q3	$444K	Buy	7,942 +998	+14%	+$50.9K	0.03%	137
2024 Q2	$333K	Hold	6,944	–	–	0.02%	146
2024 Q1	$324K	Hold	6,944	–	–	0.02%	150
2023 Q4	$322K	Hold	6,944	–	–	0.03%	142
2023 Q3	$359K	Hold	6,944	–	–	0.03%	138
2023 Q2	$344K	Hold	6,944	–	–	0.03%	139
2023 Q1	$276K	Hold	6,944	–	–	0.02%	147
2022 Q4	$287K	Hold	6,944	–	–	0.02%	142
2022 Q3	$246K	Hold	6,944	–	–	0.02%	156
2022 Q2	$232K	Sell	6,944 -580	-8%	-$20.5K	0.02%	166
2022 Q1	$270K	Hold	7,524	–	–	0.02%	253
2021 Q4	$344K	Buy	+7,524	New	+$357K	0.02%	209

Other funds holding VVX

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

AIP LLC New York $268M AUM 40.4% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

OAM

Ophir Asset Management Sydney, Australia $859M AUM 59.08% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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

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

BOK Financial Private Wealth reduced its V2X (VVX) stake by 43% in Q1 2026, selling an estimated $128K and leaving 2,562 shares worth $175K. The position accounts for 0.01% of the portfolio, ranked #180.

BOK Financial Private Wealth first reported a position in VVX in Q4 2021 and has held it in 18 quarters since. The position peaked at $444K in Q3 2024. 294 funds tracked by Wall St. Rank hold VVX as of Q1 2026.

BOK Financial Private Wealth held 2,562 shares of V2X worth $175K as of Q1 2026.
BOK Financial Private Wealth sold 1,901 V2X shares in Q1 2026, an estimated $128K.
V2X made up 0.01% of BOK Financial Private Wealth's portfolio in Q1 2026, its #180 holding.
BOK Financial Private Wealth first reported a position in V2X in Q4 2021 and has held it in 18 quarters since.
BOK Financial Private Wealth's V2X position peaked at $444K in Q3 2024.
294 funds tracked by Wall St. Rank held V2X as of Q1 2026.

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