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BOK Financial Private Wealth’s Block Inc XYZ Stock Holding History

BOK Financial Private Wealth’s Portfolio XYZ Stock Details XYZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.57K Buy
+47
New +$3.3K ﹤0.01% 540
2023
Q2 		– Sell
-70
Closed -$4.81K – 470
2023
Q1 		$4.81K Buy
+70
New +$5.24K ﹤0.01% 364

Other funds holding XYZ

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
CAM
Contour Asset Management New York $4.22B AUM 26.55% 1-Year Est. Return

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

BOK Financial Private Wealth opened a new position in Block Inc (XYZ) in Q2 2026: 47 shares worth $3.57K. The stake represents ﹤0.01% of the portfolio and ranks #540 among its holdings. This is a return to the name: BOK Financial Private Wealth previously reported a position in XYZ as recently as Q1 2023.

BOK Financial Private Wealth first reported a position in XYZ in Q1 2023 and has held it in 2 quarters since. The position peaked at $4.81K in Q1 2023. 1,085 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

  • BOK Financial Private Wealth held 47 shares of Block Inc worth $3.57K as of Q2 2026.
  • Block Inc was a new BOK Financial Private Wealth position in Q2 2026.
  • Block Inc made up ﹤0.01% of BOK Financial Private Wealth's portfolio in Q2 2026, its #540 holding.
  • BOK Financial Private Wealth first reported a position in Block Inc in Q1 2023 and has held it in 2 quarters since.
  • BOK Financial Private Wealth's Block Inc position peaked at $4.81K in Q1 2023.
  • 1,085 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

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