BOK Financial Private Wealth, Inc.
Position in WFC — Wells Fargo & Company/Mn
CIK 1317348
DENVER, CO
Position in WFC
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$34,047
+$7,935 QoQ
Shares Held
412
+25.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#2,729
of 2,853 holders
Holding Since
Mar 2021
22 quarters on record
Voting authority
Sole 80%
Shared 0%
None 20%
Common Shares in WFC 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. WFC ranks #5 (0.6% 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/
|
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
This page
|
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 WFC
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $34,047 | 412 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $26,112 | 328 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $39,889 | 428 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $162,359 | 1,937 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $155,192 | 1,937 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $139,057 | 1,937 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $141,041 | 2,008 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $146,874 | 2,600 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $121,155 | 2,040 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $118,238 | 2,040 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $100,408 | 2,040 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $96,715 | 2,367 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $101,023 | 2,367 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $91,020 | 2,435 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $97,733 | 2,367 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $98,699 | 2,454 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $96,123 | 2,454 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $788,347 | 16,268 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $622,540 | 12,975 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $518,631 | 11,175 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $386,459 | 8,533 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $208,164 | 5,328 | Shares | Sole | 2021-05-12 | |
| No filing history on record for this holder in this stock. | ||||||