BOK Financial Private Wealth’s Xylem XYL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.16M	Sell	9,846 -407	-4%	-$47K	0.06%	79
2026 Q1	$1.23M	Hold	10,253	–	–	0.07%	80
2025 Q4	$1.4M	Sell	10,253 -256	-2%	-$36.8K	0.09%	74
2025 Q3	$1.55M	Sell	10,509 -8,023	-43%	-$1.11M	0.1%	69
2025 Q2	$2.4M	Buy	18,532 +4,048	+28%	+$490K	0.16%	49
2025 Q1	$1.73M	Sell	14,484 -11,405	-44%	-$1.41M	0.13%	65
2024 Q4	$3M	Sell	25,889 -806	-3%	-$102K	0.22%	42
2024 Q3	$3.6M	Sell	26,695 -8,049	-23%	-$1.08M	0.26%	41
2024 Q2	$4.71M	Buy	34,744 +165	+0.5%	+$22.4K	0.34%	38
2024 Q1	$4.47M	Buy	34,579 +7,379	+27%	+$892K	0.33%	37
2023 Q4	$3.11M	Hold	27,200	–	–	0.25%	48
2023 Q3	$2.48M	Hold	27,200	–	–	0.22%	57
2023 Q2	$3.06M	Hold	27,200	–	–	0.25%	55
2023 Q1	$2.85M	Sell	27,200 -3,900	-13%	-$407K	0.23%	65
2022 Q4	$3.44M	Hold	31,100	–	–	0.29%	50
2022 Q3	$2.72M	Hold	31,100	–	–	0.24%	63
2022 Q2	$2.43M	Sell	31,100 -3,108	-9%	-$257K	0.22%	70
2022 Q1	$2.92M	Buy	34,208 +689	+2%	+$66K	0.21%	78
2021 Q4	$4.02M	Buy	+33,519	New	+$4.16M	0.28%	60

Other funds holding XYL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

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

BOK Financial Private Wealth reduced its Xylem (XYL) stake by 4% in Q2 2026, selling an estimated $47K and leaving 9,846 shares worth $1.16M. The position accounts for 0.06% of the portfolio, ranked #79.

BOK Financial Private Wealth first reported a position in XYL in Q4 2021 and has held it in 19 quarters since. The position peaked at $4.71M in Q2 2024. 1,098 funds tracked by Wall St. Rank hold XYL as of Q2 2026.

BOK Financial Private Wealth held 9,846 shares of Xylem worth $1.16M as of Q2 2026.
BOK Financial Private Wealth sold 407 Xylem shares in Q2 2026, an estimated $47K.
Xylem made up 0.06% of BOK Financial Private Wealth's portfolio in Q2 2026, its #79 holding.
BOK Financial Private Wealth first reported a position in Xylem in Q4 2021 and has held it in 19 quarters since.
BOK Financial Private Wealth's Xylem position peaked at $4.71M in Q2 2024.
1,098 funds tracked by Wall St. Rank held Xylem as of Q2 2026.

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