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BOK Financial’s Casella Waste Systems CWST Stock Holding History

BOK Financial’s Portfolio CWST Stock Details CWST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-40
Closed -$4.46K – 1186
2025
Q1 		$4.46K Hold
40
– – ﹤0.01% 1050
2024
Q4 		$4.28K Hold
40
– – ﹤0.01% 1060
2024
Q3 		$3.97K Hold
40
– – ﹤0.01% 1090
2024
Q2 		$3.97K Buy
+40
New +$3.85K ﹤0.01% 1016

Other funds holding CWST

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

BOK Financial's CWST Position: Q2 2025 in Review

BOK Financial sold out of Casella Waste Systems (CWST) in Q2 2025, closing a stake of 40 shares — an estimated $4.46K sold.

BOK Financial first reported a position in CWST in Q2 2024 and held it in 4 quarters. The position peaked at $4.46K in Q1 2025. 392 funds tracked by Wall St. Rank hold CWST as of Q2 2025.

  • BOK Financial reported no remaining Casella Waste Systems position as of Q2 2025 after selling out during the quarter.
  • BOK Financial sold 40 Casella Waste Systems shares in Q2 2025, an estimated $4.46K.
  • BOK Financial first reported a position in Casella Waste Systems in Q2 2024 and held it in 4 quarters.
  • BOK Financial's Casella Waste Systems position peaked at $4.46K in Q1 2025.
  • 392 funds tracked by Wall St. Rank held Casella Waste Systems as of Q2 2025.

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