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Family Legacy Financial Solutions’s Okta OKTA Stock Holding History

Family Legacy Financial Solutions’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
2025
Q4 		– Sell
-41
Closed -$3.76K – 168
2025
Q3 		$3.76K Hold
41
– – ﹤0.01% 195
2025
Q2 		$4.1K Buy
+41
New +$4.38K ﹤0.01% 175

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Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Family Legacy Financial Solutions's OKTA Position: Q4 2025 in Review

Family Legacy Financial Solutions sold out of Okta (OKTA) in Q4 2025, closing a stake of 41 shares — an estimated $3.76K sold.

Family Legacy Financial Solutions first reported a position in OKTA in Q2 2025 and held it in 2 quarters. The position peaked at $4.1K in Q2 2025. 739 funds tracked by Wall St. Rank hold OKTA as of Q4 2025.

  • Family Legacy Financial Solutions reported no remaining Okta position as of Q4 2025 after selling out during the quarter.
  • Family Legacy Financial Solutions sold 41 Okta shares in Q4 2025, an estimated $3.76K.
  • Family Legacy Financial Solutions first reported a position in Okta in Q2 2025 and held it in 2 quarters.
  • Family Legacy Financial Solutions's Okta position peaked at $4.1K in Q2 2025.
  • 739 funds tracked by Wall St. Rank held Okta as of Q4 2025.

Based on Family Legacy Financial Solutions's 13F filing for Q4 2025, filed 20 Jan 2026.