BOK Financial Private Wealth, Inc.
Position in BAC — Bank Of America Corp /De/
CIK 1317348
DENVER, CO
Position in BAC
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$384,785
-$9,700 QoQ
Shares Held
6,753
-16.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#2,721
of 3,589 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 80%
Shared 0%
None 20%
Common Shares in BAC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026BOK Financial Private Wealth, Inc. holds $5,641,218 across 18 Banks - Diversified names. BAC ranks #2 (6.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
14,993 | $4,907,658 | |
| 2 | BAC |
Bank Of America Corp /De/
This page
|
6,753 | $384,785 | |
| 3 | BNY |
Bank of New York Mellon Corp
|
347 | $50,179 | |
| 4 | C |
Citigroup Inc
|
334 | $46,746 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
412 | $34,047 | |
| 6 | HSBC |
Hsbc Holdings PLC
|
324 | $30,809 | |
| 7 | RY |
Royal Bank Of Canada
|
137 | $28,354 | |
| 8 | TD |
Toronto Dominion Bank
|
185 | $22,464 |
All Filings in BAC
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $384,785 | 6,753 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $394,485 | 8,092 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $81,785 | 1,487 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $84,401 | 1,636 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $61,184 | 1,293 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $86,464 | 2,072 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $107,150 | 2,438 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $166,219 | 4,189 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $127,224 | 3,199 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $121,306 | 3,199 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $107,710 | 3,199 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $157,571 | 5,755 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $165,110 | 5,755 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $172,858 | 6,044 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $190,605 | 5,755 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $294,601 | 9,755 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $303,673 | 9,755 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,492,246 | 36,202 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $1,455,000 | 32,704 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $924,009 | 21,767 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $727,627 | 17,648 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $503,086 | 13,003 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $217,565 | 7,178 | Shares | Sole | 2021-02-01 | |
| No filing history on record for this holder in this stock. | ||||||