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Atlantic Union Bankshares’s Okta OKTA Stock Holding History

Atlantic Union Bankshares’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 		$273 Sell
2
-3
-60% -$282 ﹤0.01% 1638
2026
Q1 		$394 Sell
5
-18
-78% -$1.49K ﹤0.01% 1642
2025
Q4 		$1.99K Sell
23
-50
-68% -$4.36K ﹤0.01% 1506
2025
Q3 		$6.7K Buy
73
+21
+40% +$1.96K ﹤0.01% 1335
2025
Q2 		$5.2K Buy
+52
New +$5.55K ﹤0.01% 991

Other funds holding OKTA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Atlantic Union Bankshares's OKTA Position: Q2 2026 in Review

Atlantic Union Bankshares reduced its Okta (OKTA) stake by 60% in Q2 2026, selling an estimated $282 and leaving 2 shares worth $273. The position accounts for ﹤0.01% of the portfolio, ranked #1638.

Atlantic Union Bankshares first reported a position in OKTA in Q2 2025 and has held it in 5 quarters since. The position peaked at $6.7K in Q3 2025. 816 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

  • Atlantic Union Bankshares held 2 shares of Okta worth $273 as of Q2 2026.
  • Atlantic Union Bankshares sold 3 Okta shares in Q2 2026, an estimated $282.
  • Okta made up ﹤0.01% of Atlantic Union Bankshares's portfolio in Q2 2026, its #1638 holding.
  • Atlantic Union Bankshares first reported a position in Okta in Q2 2025 and has held it in 5 quarters since.
  • Atlantic Union Bankshares's Okta position peaked at $6.7K in Q3 2025.
  • 816 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on Atlantic Union Bankshares's 13F filing for Q2 2026, filed 11 Aug 2026.