FFA
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First Foundation Advisors’s Oneok OKE Stock Holding History

First Foundation Advisors’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
2025
Q4 		– Sell
-3,651
Closed -$266K – 346
2025
Q3 		$266K Buy
3,651
+1
+0% +$77 0.01% 292
2025
Q2 		$298K Sell
3,650
-2,666
-42% -$222K 0.01% 288
2025
Q1 		$627K Hold
6,316
– – 0.03% 206
2024
Q4 		$634K Sell
6,316
-583
-8% -$59.6K 0.02% 211
2024
Q3 		$629K Sell
6,899
-307
-4% -$26.7K 0.02% 214
2024
Q2 		$588K Buy
7,206
+2,668
+59% +$213K 0.02% 211
2024
Q1 		$364K Sell
4,538
-196
-4% -$14.3K 0.01% 266
2023
Q4 		$332K Sell
4,734
-823
-15% -$55.2K 0.02% 278
2023
Q3 		$352K Buy
+5,557
New +$363K 0.02% 295
2023
Q2 		– Sell
-4,071
Closed -$259K – 434
2023
Q1 		$259K Buy
4,071
+7
+0.2% +$465 0.01% 318
2022
Q4 		$267K Buy
4,064
+57
+1% +$3.5K 0.01% 325
2022
Q3 		$205K Sell
4,007
-423
-10% -$25.2K 0.01% 349
2022
Q2 		$246K Buy
+4,430
New +$287K 0.01% 342
2018
Q3 		– Sell
-3,799
Closed -$265K – 367
2018
Q2 		$265K Buy
+3,799
New +$245K 0.02% 278
2017
Q2 		– Sell
-9,252
Closed -$513K – 327
2017
Q1 		$513K Sell
9,252
-1,063
-10% -$58.5K 0.03% 204
2016
Q4 		$592K Hold
10,315
– – 0.04% 181
2016
Q3 		$530K Sell
10,315
-13,528
-57% -$640K 0.04% 190
2016
Q2 		$1.13M Buy
23,843
+15,242
+177% +$605K 0.08% 120
2016
Q1 		$257K Buy
+8,601
New +$212K 0.02% 252
2014
Q4 		– Sell
-4,977
Closed -$326K – 257
2014
Q3 		$326K Sell
4,977
-104
-2% -$6.97K 0.03% 175
2014
Q2 		$346K Sell
5,081
-160
-3% -$10.1K 0.04% 159
2014
Q1 		$311K Buy
+5,241
New +$307K 0.04% 143

Other funds holding OKE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
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
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

First Foundation Advisors's OKE Position: Q4 2025 in Review

First Foundation Advisors sold out of Oneok (OKE) in Q4 2025, closing a stake of 3,651 shares — an estimated $266K sold.

First Foundation Advisors first reported a position in OKE in Q1 2014 and held it in 22 quarters. The position peaked at $1.13M in Q2 2016. 1,554 funds tracked by Wall St. Rank hold OKE as of Q4 2025.

  • First Foundation Advisors reported no remaining Oneok position as of Q4 2025 after selling out during the quarter.
  • First Foundation Advisors sold 3,651 Oneok shares in Q4 2025, an estimated $266K.
  • First Foundation Advisors first reported a position in Oneok in Q1 2014 and held it in 22 quarters.
  • First Foundation Advisors's Oneok position peaked at $1.13M in Q2 2016.
  • 1,554 funds tracked by Wall St. Rank held Oneok as of Q4 2025.

Based on First Foundation Advisors's 13F filing for Q4 2025, filed 4 Feb 2026.