City State Bank’s Okta OKTA Stock Holding History

City State Bank’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	$34K	Hold	249	–	–	0.01%	416
2026 Q1	$19.6K	Sell	249 -11	-4%	-$913	0.01%	462
2025 Q4	$22.5K	Hold	260	–	–	0.01%	444
2025 Q3	$23.8K	Hold	260	–	–	0.01%	428
2025 Q2	$26K	Hold	260	–	–	0.01%	417
2025 Q1	$27.4K	Hold	260	–	–	0.01%	411
2024 Q4	$20.5K	Hold	260	–	–	0.01%	423
2024 Q3	$19.3K	Hold	260	–	–	0.01%	433
2024 Q2	$24.3K	Hold	260	–	–	0.01%	397
2024 Q1	$27K	Buy	260 +160	+160%	+$14.8K	0.01%	376
2023 Q4	$9K	Hold	100	–	–	﹤0.01%	485
2023 Q3	$8K	Hold	100	–	–	﹤0.01%	498
2023 Q2	$7K	Hold	100	–	–	﹤0.01%	527
2023 Q1	$9K	Buy	+100	New	+$7.61K	0.01%	491

Other funds holding OKTA

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

BIM

Barton Investment Management West Conshohocken, Pennsylvania $738M AUM 7.58% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

EOJOAM

E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

City State Bank's OKTA Position: Q2 2026 in Review

City State Bank held its Okta (OKTA) position steady in Q2 2026 at 249 shares worth $34K. The position accounts for 0.01% of the portfolio, ranked #416.

City State Bank first reported a position in OKTA in Q1 2023 and has held it in 14 quarters since. 108 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

City State Bank held 249 shares of Okta worth $34K as of Q2 2026.
City State Bank left its Okta share count unchanged in Q2 2026.
Okta made up 0.01% of City State Bank's portfolio in Q2 2026, its #416 holding.
City State Bank first reported a position in Okta in Q1 2023 and has held it in 14 quarters since.
108 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on City State Bank's 13F filing for Q2 2026, filed 14 Jul 2026.