BOK Financial’s Phreesia PHR Stock Holding History

BOK Financial’s Portfolio PHR Stock Details PHR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-18	Closed	-$460	–	1288
2025 Q1	$460	Hold	18	–	–	﹤0.01%	1229
2024 Q4	$480	Buy	+18	New	+$385	﹤0.01%	1244

Other funds holding PHR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Greenhouse Funds Baltimore, Maryland $2.23B AUM 12.38% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BOK Financial's PHR Position: Q2 2025 in Review

BOK Financial sold out of Phreesia (PHR) in Q2 2025, closing a stake of 18 shares — an estimated $460 sold.

BOK Financial first reported a position in PHR in Q4 2024 and held it in 2 quarters. The position peaked at $480 in Q4 2024. 223 funds tracked by Wall St. Rank hold PHR as of Q2 2025.

BOK Financial reported no remaining Phreesia position as of Q2 2025 after selling out during the quarter.
BOK Financial sold 18 Phreesia shares in Q2 2025, an estimated $460.
BOK Financial first reported a position in Phreesia in Q4 2024 and held it in 2 quarters.
BOK Financial's Phreesia position peaked at $480 in Q4 2024.
223 funds tracked by Wall St. Rank held Phreesia as of Q2 2025.

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