Institutional Fund
Bok Financial Private Wealth, Inc.
Denver, COCIK 13173485 filings on record
Portfolio Value
$1.66B
Q1 2026
Holdings
424
Reported positions
New Buys
44
Opened this quarter
QoQ Change
+1.3%
from $1.63B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Vanguard Index Fds18.3%
- Vanguard Tax-Managed Fds10.0%
- Vanguard Index Fds9.4%
- Vanguard Index Fds6.8%
- Vanguard Malvern Fds5.1%
- Ishares Tr4.9%
- Other45.4%
Portfolio Holdings
424 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 506.9K | $302.93M | 18.3% | +6.3K | Added |
| 2 | Vanguard Tax-Managed Fds | 2.59M | $166.15M | 10.0% | +111.2K | Added |
| 3 | Vanguard Index Fds | 356.1K | $155.53M | 9.4% | −3.1K | Reduced |
| 4 | Vanguard Index Fds | 577.8K | $113.36M | 6.8% | +490 | Added |
| 5 | Vanguard Malvern Fds | 1.69M | $84.17M | 5.1% | +111.7K | Added |
| 6 | Ishares Tr | 1.21M | $81.58M | 4.9% | −30.6K | Reduced |
| 7 | Ishares Tr | 106.9K | $69.83M | 4.2% | −3.3K | Reduced |
| 8 | Ishares Tr | 195.7K | $69.78M | 4.2% | −4.5K | Reduced |
| 9 | Ishares Gold Tr | 1.13M | $52.80M | 3.2% | +421.9K | Added |
| 10 | Ishares Tr | 546.2K | $49.44M | 3.0% | −1.1K | Reduced |
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