BOK Financial Private Wealth, Inc.
Top Portfolio Positions
286 positions ·
$219,510,634 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| IAUM |
iShares Gold Trust Micro
|
1,130,650 | $52,801,355 | 24.05% | |
| AAPL |
Apple Inc.
Technology
|
61,006 | $15,482,712 | 7.05% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
33,194 | $9,545,266 | 4.35% | |
| AVGO |
Broadcom Inc.
Technology
|
26,097 | $8,077,282 | 3.68% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
35,597 | $7,413,787 | 3.38% | |
| GLD |
Spdr Gold Trust
|
13,563 | $5,836,023 | 2.66% | |
| IAU |
Ishares Gold Trust
|
61,199 | $5,395,303 | 2.46% | |
| APH |
Amphenol Corp /De/
Technology
|
39,204 | $4,953,425 | 2.26% | |
| MSFT |
Microsoft Corp
Technology
|
13,222 | $4,894,387 | 2.23% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
16,058 | $4,723,621 | 2.15% |
Portfolio Trend
25 quarters · across all stocks
Holdings in PCN
Shares Held
Position Value (USD)
16 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $40,602 | 3,412 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $43,537 | 3,412 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $45,652 | 3,412 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $43,298 | 3,412 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $46,573 | 3,412 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $45,789 | 3,412 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $48,416 | 3,412 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $45,072 | 3,412 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $47,665 | 3,412 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $42,342 | 3,412 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $41,524 | 3,412 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $44,731 | 3,412 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $82,789 | 6,602 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $78,233 | 6,602 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $78,167 | 6,602 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $83,515 | 6,602 | Shares | Sole | 2022-08-15 | |
| No 13F history on record for this holder in this stock. | ||||||