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Ares Financial Consulting’s Okta OKTA Stock Holding History

Ares Financial Consulting’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
Q2 		$8.32K Hold
61
– – 0.01% 606
2026
Q1 		$4.83K Hold
61
– – ﹤0.01% 688
2025
Q4 		$5.28K Buy
+61
New +$5.32K 0.01% 477

Other funds holding OKTA

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Swedbank
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Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
SGAM
Smith Group Asset Management Dallas, Texas $2.46B AUM 57.16% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Ares Financial Consulting's OKTA Position: Q2 2026 in Review

Ares Financial Consulting held its Okta (OKTA) position steady in Q2 2026 at 61 shares worth $8.32K. The position accounts for 0.01% of the portfolio, ranked #606.

Ares Financial Consulting first reported a position in OKTA in Q4 2025 and has held it in 3 quarters since. 378 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

  • Ares Financial Consulting held 61 shares of Okta worth $8.32K as of Q2 2026.
  • Ares Financial Consulting left its Okta share count unchanged in Q2 2026.
  • Okta made up 0.01% of Ares Financial Consulting's portfolio in Q2 2026, its #606 holding.
  • Ares Financial Consulting first reported a position in Okta in Q4 2025 and has held it in 3 quarters since.
  • 378 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on Ares Financial Consulting's 13F filing for Q2 2026, filed 9 Jul 2026.