BOK Financial Private Wealth, Inc.
Position in ADP — Automatic Data Processing Inc
CIK 1317348
DENVER, CO
Position in ADP
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$227,309
+$22,910 QoQ
Shares Held
1,015
+0.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,912
of 2,277 holders
Holding Since
Sep 2021
20 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in ADP Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026BOK Financial Private Wealth, Inc. holds $2,564,635 across 19 Software - Application names. ADP ranks #4 (8.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | INTU |
Intuit Inc.
|
5,262 | $1,373,382 | |
| 2 | UBER |
Uber Technologies, Inc
|
5,127 | $369,964 | |
| 3 | CRM |
Salesforce, Inc.
|
1,918 | $300,473 | |
| 4 | ADP |
Automatic Data Processing Inc
This page
|
1,015 | $227,309 | |
| 5 | NICE |
NICE Ltd.
|
1,295 | $117,650 | |
| 6 | DOCU |
Docusign, Inc.
|
1,615 | $71,738 | |
| 7 | ROP |
Roper Technologies Inc
|
106 | $35,869 | |
| 8 | NOW |
ServiceNow, Inc.
|
153 | $15,189 |
All Filings in ADP
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $227,309 | 1,015 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $204,399 | 1,006 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $258,773 | 1,006 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $295,261 | 1,006 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $308,400 | 1,000 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $305,530 | 1,000 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $587,801 | 2,008 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $553,460 | 2,000 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $477,380 | 2,000 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $499,480 | 2,000 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $465,940 | 2,000 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $481,160 | 2,000 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $439,580 | 2,000 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $510,935 | 2,295 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $546,511 | 2,288 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $904,760 | 4,000 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $840,160 | 4,000 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,289,241 | 5,666 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $1,380,108 | 5,597 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $280,687 | 1,404 | Shares | Sole | 2021-11-15 | |
| No filing history on record for this holder in this stock. | ||||||