Bank of Jackson Hole Trust’s Okta OKTA Stock Holding History

Bank of Jackson Hole Trust’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 Q1	–	Sell	-315	Closed	-$27.2K	–	533
2025 Q4	$27.2K	Hold	315	–	–	0.01%	300
2025 Q3	$28.9K	Hold	315	–	–	0.01%	292
2025 Q2	$31.5K	Hold	315	–	–	0.02%	271
2025 Q1	$28.5K	Hold	315	–	–	0.02%	279
2024 Q4	$24.8K	Buy	+315	New	+$24.4K	0.02%	286

Other funds holding OKTA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of Jackson Hole Trust's OKTA Position: Q1 2026 in Review

Bank of Jackson Hole Trust sold out of Okta (OKTA) in Q1 2026, closing a stake of 315 shares — an estimated $27.2K sold.

Bank of Jackson Hole Trust first reported a position in OKTA in Q4 2024 and held it in 5 quarters. The position peaked at $31.5K in Q2 2025. 731 funds tracked by Wall St. Rank hold OKTA as of Q1 2026.

Bank of Jackson Hole Trust reported no remaining Okta position as of Q1 2026 after selling out during the quarter.
Bank of Jackson Hole Trust sold 315 Okta shares in Q1 2026, an estimated $27.2K.
Bank of Jackson Hole Trust first reported a position in Okta in Q4 2024 and held it in 5 quarters.
Bank of Jackson Hole Trust's Okta position peaked at $31.5K in Q2 2025.
731 funds tracked by Wall St. Rank held Okta as of Q1 2026.

Based on Bank of Jackson Hole Trust's 13F filing for Q1 2026, filed 12 May 2026.