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BOK Financial’s UBS Group UBS Stock Holding History

BOK Financial’s Portfolio UBS Stock Details UBS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-100
Closed -$3.05K – 1268
2024
Q1 		$3.05K Sell
100
-934
-90% -$27.6K ﹤0.01% 1032
2023
Q4 		$31.9K Hold
1,034
– – ﹤0.01% 850
2023
Q3 		$24.3K Buy
1,034
+880
+571% +$20.6K ﹤0.01% 829
2023
Q2 		$3.12K Sell
154
-102
-40% -$2.05K ﹤0.01% 1009
2023
Q1 		$5.46K Sell
256
-10,261
-98% -$214K ﹤0.01% 1043
2022
Q4 		$196K Sell
10,517
-3,307
-24% -$56.2K ﹤0.01% 860
2022
Q3 		$201K Sell
13,824
-648
-4% -$10.4K ﹤0.01% 848
2022
Q2 		$235K Sell
14,472
-2,448
-14% -$42.9K ﹤0.01% 826
2022
Q1 		$331K Buy
16,920
+1,914
+13% +$36.2K 0.01% 820
2021
Q4 		$268K Buy
15,006
+3,227
+27% +$56.8K ﹤0.01% 860
2021
Q3 		$188K Buy
+11,779
New +$191K ﹤0.01% 923
2019
Q2 		– Sell
-15,480
Closed -$188K – 939
2019
Q1 		$188K Buy
15,480
+959
+7% +$12.1K ﹤0.01% 868
2018
Q4 		$180K Buy
14,521
+2,075
+17% +$28.1K 0.01% 837
2018
Q3 		$196K Buy
+12,446
New +$196K ﹤0.01% 880
2016
Q3 		– Sell
-14,358
Closed -$186K – 913
2016
Q2 		$186K Buy
+14,358
New +$219K 0.01% 802

Other funds holding UBS

Norges Bank
Norges Bank Oslo, Norway $935B AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Zurich Cantonal Bank
Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CCI
Cevian Capital II St. Helier, Jersey $3.12B AUM 25.62% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BOK Financial's UBS Position: Q2 2024 in Review

BOK Financial sold out of UBS Group (UBS) in Q2 2024, closing a stake of 100 shares — an estimated $3.05K sold.

BOK Financial first reported a position in UBS in Q2 2016 and held it in 15 quarters. The position peaked at $331K in Q1 2022. 552 funds tracked by Wall St. Rank hold UBS as of Q2 2024.

  • BOK Financial reported no remaining UBS Group position as of Q2 2024 after selling out during the quarter.
  • BOK Financial sold 100 UBS Group shares in Q2 2024, an estimated $3.05K.
  • BOK Financial first reported a position in UBS Group in Q2 2016 and held it in 15 quarters.
  • BOK Financial's UBS Group position peaked at $331K in Q1 2022.
  • 552 funds tracked by Wall St. Rank held UBS Group as of Q2 2024.

Based on BOK Financial's 13F filing for Q2 2024, filed 8 Aug 2024.