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 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 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 $298B AUM 21.96% 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

Citizens Financial Group's OKTA Position: Q1 2026 in Review

Citizens Financial Group reduced its Okta (OKTA) stake by 26% in Q1 2026, selling an estimated $180K and leaving 6,101 shares worth $480K. The position accounts for 0.01% of the portfolio, ranked #548.

Citizens Financial Group first reported a position in OKTA in Q2 2020 and has held it in 9 quarters since. The position peaked at $1.62M in Q2 2024. 730 funds tracked by Wall St. Rank hold OKTA as of Q1 2026.

Citizens Financial Group held 6,101 shares of Okta worth $480K as of Q1 2026.
Citizens Financial Group sold 2,165 Okta shares in Q1 2026, an estimated $180K.
Okta made up 0.01% of Citizens Financial Group's portfolio in Q1 2026, its #548 holding.
Citizens Financial Group first reported a position in Okta in Q2 2020 and has held it in 9 quarters since.
Citizens Financial Group's Okta position peaked at $1.62M in Q2 2024.
730 funds tracked by Wall St. Rank held Okta as of Q1 2026.

Based on Citizens Financial Group's 13F filing for Q1 2026, filed 1 May 2026.