BF
AZEK

BOK Financial’s The AZEK Co AZEK Stock Holding History

BOK Financial’s Portfolio AZEK Stock Details AZEK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-46,590
Closed -$2.28M – 1165
2025
Q1 		$2.28M Sell
46,590
-2,945
-6% -$139K 0.04% 316
2024
Q4 		$2.22M Sell
49,535
-27,771
-36% -$1.33M 0.04% 320
2024
Q3 		$3.56M Sell
77,306
-12,948
-14% -$555K 0.06% 246
2024
Q2 		$3.8M Sell
90,254
-4,441
-5% -$206K 0.07% 239
2024
Q1 		$4.65M Sell
94,695
-1,108
-1% -$48.3K 0.08% 222
2023
Q4 		$3.66M Buy
95,803
+48,895
+104% +$1.52M 0.07% 243
2023
Q3 		$1.23M Sell
46,908
-67
-0.1% -$2.11K 0.03% 403
2023
Q2 		$1.42M Buy
+46,975
New +$1.21M 0.03% 402
2022
Q2 		– Sell
-9,930
Closed -$247K – 913
2022
Q1 		$247K Buy
+9,930
New +$312K ﹤0.01% 880

Other funds holding AZEK

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
DKCM
Davidson Kempner Capital Management New York $7.33B AUM 56.47% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

BOK Financial's AZEK Position: Q2 2025 in Review

BOK Financial sold out of The AZEK Co (AZEK) in Q2 2025, closing a stake of 46,590 shares — an estimated $2.28M sold.

BOK Financial first reported a position in AZEK in Q1 2022 and held it in 9 quarters. The position peaked at $4.65M in Q1 2024. 329 funds tracked by Wall St. Rank hold AZEK as of Q2 2025.

  • BOK Financial reported no remaining The AZEK Co position as of Q2 2025 after selling out during the quarter.
  • BOK Financial sold 46,590 The AZEK Co shares in Q2 2025, an estimated $2.28M.
  • BOK Financial first reported a position in The AZEK Co in Q1 2022 and held it in 9 quarters.
  • BOK Financial's The AZEK Co position peaked at $4.65M in Q1 2024.
  • 329 funds tracked by Wall St. Rank held The AZEK Co as of Q2 2025.

Based on BOK Financial's 13F filing for Q2 2025, filed 12 Aug 2025.