BOK Financial
BIZD icon

BOK Financial’s VanEck BDC Income ETF BIZD Stock Holding History

BOK Financial’s Portfolio BIZD Stock Details BIZD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$41.2K Hold
3,200
– – ﹤0.01% 840
2026
Q2 		$40.5K Hold
3,200
– – ﹤0.01% 858
2026
Q1 		$41K Hold
3,200
– – ﹤0.01% 847
2025
Q4 		$45.4K Hold
3,200
– – ﹤0.01% 853
2025
Q3 		$47.8K Hold
3,200
– – ﹤0.01% 845
2025
Q2 		$52.1K Buy
+3,200
New +$50.1K ﹤0.01% 824

Other funds holding BIZD

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Generali Asset Management
Generali Asset Management Trieste, Italy $5.73B AUM 29.6% 1-Year Est. Return
Cambridge Associates
Cambridge Associates Boston, Massachusetts $6.78B AUM 11.4% 1-Year Est. Return
Arax Advisory Partners
Arax Advisory Partners Denver, Colorado $17.7B AUM 20.22% 1-Year Est. Return
Apollon Wealth Management
Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return
Amplius Wealth Advisors
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.46B AUM 12.23% 1-Year Est. Return
Market Street Wealth Management Advisors
Market Street Wealth Management Advisors Indianapolis, Indiana $703M AUM 10.22% 1-Year Est. Return
Parkside Investments
Parkside Investments Deerfield, Illinois $879M AUM 20.03% 1-Year Est. Return

BOK Financial's BIZD Position: Q3 2026 in Review

BOK Financial held its VanEck BDC Income ETF (BIZD) position steady in Q3 2026 at 3,200 shares worth $41.2K. The position accounts for ﹤0.01% of the portfolio, ranked #840.

BOK Financial first reported a position in BIZD in Q2 2025 and has held it in 6 quarters since. The position peaked at $52.1K in Q2 2025. 224 funds tracked by Wall St. Rank hold BIZD as of Q3 2026.

  • BOK Financial held 3,200 shares of VanEck BDC Income ETF worth $41.2K as of Q3 2026.
  • BOK Financial left its VanEck BDC Income ETF share count unchanged in Q3 2026.
  • VanEck BDC Income ETF made up ﹤0.01% of BOK Financial's portfolio in Q3 2026, its #840 holding.
  • BOK Financial first reported a position in VanEck BDC Income ETF in Q2 2025 and has held it in 6 quarters since.
  • BOK Financial's VanEck BDC Income ETF position peaked at $52.1K in Q2 2025.
  • 224 funds tracked by Wall St. Rank held VanEck BDC Income ETF as of Q3 2026.

Based on BOK Financial's 13F filing for Q3 2026, filed 27 Oct 2026.