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Claris Financial’s Oneok OKE Stock Holding History

Claris Financial’s Portfolio OKE Stock Details OKE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$303K Sell
3,357
-12
-0.4% -$988 0.17% 128
2025
Q4 		$248K Sell
3,369
-2
-0.1% -$142 0.13% 148
2025
Q3 		$246K Buy
3,371
+490
+17% +$37.5K 0.14% 138
2025
Q2 		$235K Buy
2,881
+5
+0.2% +$417 0.18% 122
2025
Q1 		$289K Hold
2,876
– – 0.19% 117
2024
Q4 		$289K Buy
+2,876
New +$294K 0.19% 117

Other funds holding OKE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Claris Financial's OKE Position: Q1 2026 in Review

Claris Financial reduced its Oneok (OKE) stake by 0.36% in Q1 2026, selling an estimated $988 and leaving 3,357 shares worth $303K. The position accounts for 0.17% of the portfolio, ranked #128.

Claris Financial first reported a position in OKE in Q4 2024 and has held it in 6 quarters since. 1,680 funds tracked by Wall St. Rank hold OKE as of Q1 2026.

  • Claris Financial held 3,357 shares of Oneok worth $303K as of Q1 2026.
  • Claris Financial sold 12 Oneok shares in Q1 2026, an estimated $988.
  • Oneok made up 0.17% of Claris Financial's portfolio in Q1 2026, its #128 holding.
  • Claris Financial first reported a position in Oneok in Q4 2024 and has held it in 6 quarters since.
  • 1,680 funds tracked by Wall St. Rank held Oneok as of Q1 2026.

Based on Claris Financial's 13F filing for Q1 2026, filed 18 May 2026.