Advisor Resource Council
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Advisor Resource Council’s Okta OKTA Stock Holding History

Advisor Resource Council’s Portfolio OKTA Stock Details OKTA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$313K Buy
+1,433
New +$227K 0.11% 180
2022
Q3 		– Sell
-27,525
Closed -$2.49M – 383
2022
Q2 		$2.49M Buy
+27,525
New +$2.97M 0.23% 89

Other funds holding OKTA

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
AHT
Amanah Holdings Trust London $1.79B AUM 618.88% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Advisor Resource Council's OKTA Position: Q3 2026 in Review

Advisor Resource Council opened a new position in Okta (OKTA) in Q3 2026: 1,433 shares worth $313K. The stake represents 0.11% of the portfolio and ranks #180 among its holdings. This is a return to the name: Advisor Resource Council previously reported a position in OKTA as recently as Q2 2022.

Advisor Resource Council first reported a position in OKTA in Q2 2022 and has held it in 2 quarters since. The position peaked at $2.49M in Q2 2022. 479 funds tracked by Wall St. Rank hold OKTA as of Q3 2026.

  • Advisor Resource Council held 1,433 shares of Okta worth $313K as of Q3 2026.
  • Okta was a new Advisor Resource Council position in Q3 2026.
  • Okta made up 0.11% of Advisor Resource Council's portfolio in Q3 2026, its #180 holding.
  • Advisor Resource Council first reported a position in Okta in Q2 2022 and has held it in 2 quarters since.
  • Advisor Resource Council's Okta position peaked at $2.49M in Q2 2022.
  • 479 funds tracked by Wall St. Rank held Okta as of Q3 2026.

Based on Advisor Resource Council's 13F filing for Q3 2026, filed 5 Nov 2026.