CFS
OKE icon

Coordinated Financial Services’s Oneok OKE Stock Holding History

Coordinated Financial Services’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 		$327K Buy
3,615
+385
+12% +$31.7K 0.19% 136
2025
Q4 		$237K Buy
+3,230
New +$229K 0.14% 156

Other funds holding OKE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Coordinated Financial Services's OKE Position: Q1 2026 in Review

Coordinated Financial Services increased its Oneok (OKE) stake by 12% in Q1 2026, buying an estimated $31.7K and bringing the position to 3,615 shares worth $327K. The position accounts for 0.19% of the portfolio, ranked #136.

Coordinated Financial Services first reported a position in OKE in Q4 2025 and has held it in 2 quarters since. 1,687 funds tracked by Wall St. Rank hold OKE as of Q1 2026.

  • Coordinated Financial Services held 3,615 shares of Oneok worth $327K as of Q1 2026.
  • Coordinated Financial Services bought 385 Oneok shares in Q1 2026, an estimated $31.7K.
  • Oneok made up 0.19% of Coordinated Financial Services's portfolio in Q1 2026, its #136 holding.
  • Coordinated Financial Services first reported a position in Oneok in Q4 2025 and has held it in 2 quarters since.
  • 1,687 funds tracked by Wall St. Rank held Oneok as of Q1 2026.

Based on Coordinated Financial Services's 13F filing for Q1 2026, filed 4 May 2026.