Position in IEX
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,134
+$507 QoQ
Shares Held
5
+66.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#645
of 677 holders
Holding Since
Dec 2024
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in IEX Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026BOK Financial Private Wealth, Inc. holds $5,490,844 across 15 Specialty Industrial Machinery names. IEX ranks #14 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ITT |
Itt Inc.
|
9,182 | $1,815,832 | |
| 2 | XYL |
Xylem Inc.
|
9,846 | $1,163,895 | |
| 3 | GEV |
GE Vernova Inc.
|
941 | $1,105,543 | |
| 4 | EMR |
Emerson Electric Co
|
6,734 | $963,972 | |
| 5 | DOV |
DOVER Corp
|
1,504 | $337,317 | |
| 6 | ITW |
Illinois Tool Works Inc
|
152 | $41,111 | |
| 7 | ETN |
Eaton Corp plc
|
76 | $32,385 | |
| 8 | CMI |
Cummins Inc
|
15 | $10,698 |
All Filings in IEX
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,134 | 5 | Shares | Sole | 2026-08-10 | |
| 2024-12-31 | $627 | 3 | Shares | Sole | 2025-02-07 | |
| No filing history on record for this holder in this stock. | ||||||