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BOK Financial’s Northwest Natural Holdings NWN Stock Holding History

BOK Financial’s Portfolio NWN Stock Details NWN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-960
Closed -$44.9K – 1090
2025
Q4 		$44.9K Hold
960
– – ﹤0.01% 855
2025
Q3 		$43.1K Sell
960
-91
-9% -$3.77K ﹤0.01% 864
2025
Q2 		$41.7K Buy
+1,051
New +$43.6K ﹤0.01% 849
2020
Q2 		– Sell
-3,278
Closed -$202K – 877
2020
Q1 		$202K Sell
3,278
-71
-2% -$4.96K 0.01% 761
2019
Q4 		$247K Buy
+3,349
New +$231K 0.01% 842
2015
Q2 		– Sell
-530
Closed -$25K – 880
2015
Q1 		$25K Buy
+530
New +$25.7K ﹤0.01% 833
2014
Q4 		– Sell
-490
Closed -$20K – 757
2014
Q3 		$20K Sell
490
-3,933
-89% -$176K ﹤0.01% 852
2014
Q2 		$209K Buy
+4,423
New +$198K 0.01% 868

Other funds holding NWN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

BOK Financial's NWN Position: Q1 2026 in Review

BOK Financial sold out of Northwest Natural Holdings (NWN) in Q1 2026, closing a stake of 960 shares — an estimated $44.9K sold.

BOK Financial first reported a position in NWN in Q2 2014 and held it in 8 quarters. The position peaked at $247K in Q4 2019. 329 funds tracked by Wall St. Rank hold NWN as of Q1 2026.

  • BOK Financial reported no remaining Northwest Natural Holdings position as of Q1 2026 after selling out during the quarter.
  • BOK Financial sold 960 Northwest Natural Holdings shares in Q1 2026, an estimated $44.9K.
  • BOK Financial first reported a position in Northwest Natural Holdings in Q2 2014 and held it in 8 quarters.
  • BOK Financial's Northwest Natural Holdings position peaked at $247K in Q4 2019.
  • 329 funds tracked by Wall St. Rank held Northwest Natural Holdings as of Q1 2026.

Based on BOK Financial's 13F filing for Q1 2026, filed 8 May 2026.