BF
WEA

BOK Financial’s Western Asset Premier Bond Fund WEA Stock Holding History

BOK Financial’s Portfolio WEA Stock Details WEA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-1,500
Closed -$15.9K – 1380
2024
Q4 		$15.9K Hold
1,500
– – ﹤0.01% 926
2024
Q3 		$17K Buy
+1,500
New +$16.4K ﹤0.01% 939

Other funds holding WEA

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WA
Whipplewood Advisors Littleton, Colorado $193M AUM 13.71% 1-Year Est. Return
CPRC
Consolidated Portfolio Review Corp Woodbury, New York $1.1B AUM 8.96% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

BOK Financial's WEA Position: Q1 2025 in Review

BOK Financial sold out of Western Asset Premier Bond Fund (WEA) in Q1 2025, closing a stake of 1,500 shares — an estimated $15.9K sold.

BOK Financial first reported a position in WEA in Q3 2024 and held it in 2 quarters. The position peaked at $17K in Q3 2024. 40 funds tracked by Wall St. Rank hold WEA as of Q1 2025.

  • BOK Financial reported no remaining Western Asset Premier Bond Fund position as of Q1 2025 after selling out during the quarter.
  • BOK Financial sold 1,500 Western Asset Premier Bond Fund shares in Q1 2025, an estimated $15.9K.
  • BOK Financial first reported a position in Western Asset Premier Bond Fund in Q3 2024 and held it in 2 quarters.
  • BOK Financial's Western Asset Premier Bond Fund position peaked at $17K in Q3 2024.
  • 40 funds tracked by Wall St. Rank held Western Asset Premier Bond Fund as of Q1 2025.

Based on BOK Financial's 13F filing for Q1 2025, filed 13 May 2025.