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Portfolio (Quarterly) Guide ↗

BOK Financial Private Wealth, Inc.

· CIK 0001317348
13F Portfolio $1.9B AUM 792 positions Filed Aug 10, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 792 New
Page 27 of 40  ·  792 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
521 MFC MANULIFE FINL CORP Financial Services 102.0 $4K NEW $40.52 +6.5%
522 EA ELECTRONIC ARTS INC Communication Services 20.0 $4K NEW $205.05 +2.3%
523 CINF CINCINNATI FINL CORP Financial Services 22.0 $4K NEW $186.09 -7.9%
524 RKLB ROCKET LAB CORP Industrials 40.0 $4K NEW $101.65 -34.2%
525 TEL TE CONNECTIVITY PLC Technology 20.0 $4K NEW $201.65 -0.1%
526 AVK ADVENT CONV & INCOME FD Financial Services 304.0 $4K NEW $13.10 -4.3%
527 NU NU HLDGS LTD Financial Services 298.0 $4K NEW $13.36 +13.3%
528 HMC HONDA MOTOR CO LTD Consumer Cyclical 144.0 $4K NEW $27.11 +17.3%
529 HCA HCA HEALTHCARE INC Healthcare 10.0 $4K NEW $389.90 +10.0%
530 JD JD.COM INC Consumer Cyclical 153.0 $4K NEW $25.48 +15.2%
531 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 12.0 $4K NEW $324.67 -10.0%
532 KB KB FINL GROUP INC Financial Services 36.0 $4K NEW $104.97 +15.0%
533 NEE NEXTERA ENERGY INC Utilities 43.0 $4K NEW $87.79 -4.1%
534 PUK PRUDENTIAL PLC Financial Services 140.0 $4K NEW $26.81 +6.0%
535 FNV FRANCO NEV CORP Basic Materials 18.0 $4K NEW $208.44 +30.4%
536 CEG CONSTELLATION ENERGY CORP Utilities 15.0 $4K NEW $248.40 +12.1%
537 KBH KB HOME Consumer Cyclical 59.0 $4K NEW $62.97 -9.3%
538 PAYX PAYCHEX INC Industrials 37.0 $4K NEW $98.35 +27.1%
539 MRNA MODERNA INC Healthcare 51.0 $4K NEW $70.04 +126.8%
540 BLOCK INC 47.0 $4K NEW $76.00
Page 27 of 40  ·  792 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 34.6%
Technology 29.3%
Consumer Cyclical 7.0%
Industrials 7.0%
Communication Services 6.5%
Healthcare 5.7%
Consumer Defensive 5.0%
Energy 2.0%
Basic Materials 1.5%
Real Estate 0.7%