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Burkett Financial Services’s Okta OKTA Stock Holding History

Burkett Financial Services’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 		$25.7K Buy
+123
New +$19.5K 0.01% 223

Other funds holding OKTA

CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
PFP
Polaris Financial Partners Westerville, Ohio $223M AUM
PS
Planning Strategies Lancaster, Pennsylvania $169M AUM
GA
GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return

Burkett Financial Services's OKTA Position: Q3 2026 in Review

Burkett Financial Services opened a new position in Okta (OKTA) in Q3 2026: 123 shares worth $25.7K. The stake represents 0.01% of the portfolio and ranks #223 among its holdings.

7 funds tracked by Wall St. Rank hold OKTA as of Q3 2026.

  • Burkett Financial Services held 123 shares of Okta worth $25.7K as of Q3 2026.
  • Okta was a new Burkett Financial Services position in Q3 2026.
  • Okta made up 0.01% of Burkett Financial Services's portfolio in Q3 2026, its #223 holding.
  • 7 funds tracked by Wall St. Rank held Okta as of Q3 2026.

Based on Burkett Financial Services's 13F filing for Q3 2026, filed 1 Oct 2026.