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Citizens Financial Group’s Okta OKTA Stock Holding History

Citizens Financial Group’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 		$1.03M Buy
7,581
+1,480
+24% +$139K 0.01% 438
2026
Q1 		$480K Sell
6,101
-2,165
-26% -$180K 0.01% 548
2025
Q4 		$715K Sell
8,266
-258
-3% -$22.5K 0.01% 472
2025
Q3 		$782K Sell
8,524
-371
-4% -$34.6K 0.01% 452
2025
Q2 		$889K Buy
8,895
+37
+0.4% +$3.95K 0.01% 371
2025
Q1 		$932K Sell
8,858
-5,760
-39% -$563K 0.02% 326
2024
Q4 		$1.15M Sell
14,618
-2,719
-16% -$211K 0.02% 279
2024
Q3 		$1.29M Buy
17,337
+8
+0% +$699 0.03% 260
2024
Q2 		$1.62M Buy
+17,329
New +$1.64M 0.04% 227
2020
Q3 		– Sell
-534
Closed -$107K – 708
2020
Q2 		$107K Buy
+534
New +$90.7K 0.01% 349

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

Citizens Financial Group's OKTA Position: Q2 2026 in Review

Citizens Financial Group increased its Okta (OKTA) stake by 24% in Q2 2026, buying an estimated $139K and bringing the position to 7,581 shares worth $1.03M. The position accounts for 0.01% of the portfolio, ranked #438.

Citizens Financial Group first reported a position in OKTA in Q2 2020 and has held it in 10 quarters since. The position peaked at $1.62M in Q2 2024. 823 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

  • Citizens Financial Group held 7,581 shares of Okta worth $1.03M as of Q2 2026.
  • Citizens Financial Group bought 1,480 Okta shares in Q2 2026, an estimated $139K.
  • Okta made up 0.01% of Citizens Financial Group's portfolio in Q2 2026, its #438 holding.
  • Citizens Financial Group first reported a position in Okta in Q2 2020 and has held it in 10 quarters since.
  • Citizens Financial Group's Okta position peaked at $1.62M in Q2 2024.
  • 823 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on Citizens Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.