Fifth Third Wealth Advisors
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Fifth Third Wealth Advisors’s Okta OKTA Stock Holding History

Fifth Third Wealth Advisors’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
Q3 		$1.01M Buy
4,817
+78
+2% +$12.3K 0.03% 312
2026
Q2 		$647K Buy
4,739
+24
+0.5% +$2.26K 0.02% 408
2026
Q1 		$371K Buy
4,715
+346
+8% +$28.7K 0.01% 525
2025
Q4 		$378K Buy
4,369
+17
+0.4% +$1.48K 0.01% 483
2025
Q3 		$399K Buy
4,352
+4
+0.1% +$373 0.01% 454
2025
Q2 		$435K Buy
+4,348
New +$464K 0.02% 402

Other funds holding OKTA

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $109B AUM 51.53% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Fifth Third Wealth Advisors's OKTA Position: Q3 2026 in Review

Fifth Third Wealth Advisors increased its Okta (OKTA) stake by 1.6% in Q3 2026, buying an estimated $12.3K and bringing the position to 4,817 shares worth $1.01M. The position accounts for 0.03% of the portfolio, ranked #312.

Fifth Third Wealth Advisors first reported a position in OKTA in Q2 2025 and has held it in 6 quarters since. 578 funds tracked by Wall St. Rank hold OKTA as of Q3 2026.

  • Fifth Third Wealth Advisors held 4,817 shares of Okta worth $1.01M as of Q3 2026.
  • Fifth Third Wealth Advisors bought 78 Okta shares in Q3 2026, an estimated $12.3K.
  • Okta made up 0.03% of Fifth Third Wealth Advisors's portfolio in Q3 2026, its #312 holding.
  • Fifth Third Wealth Advisors first reported a position in Okta in Q2 2025 and has held it in 6 quarters since.
  • 578 funds tracked by Wall St. Rank held Okta as of Q3 2026.

Based on Fifth Third Wealth Advisors's 13F filing for Q3 2026, filed 22 Oct 2026.