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First Pacific Financial’s Okta OKTA Stock Holding History

First Pacific Financial’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
Q2 		– Sell
-70
Closed -$5.51K – 638
2026
Q1 		$5.51K Buy
70
+25
+56% +$2.08K ﹤0.01% 450
2025
Q4 		$3.89K Buy
+45
New +$3.93K ﹤0.01% 420

Other funds holding OKTA

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
BIM
Barton Investment Management West Conshohocken, Pennsylvania $738M AUM 7.58% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
EOJOAM
E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

First Pacific Financial's OKTA Position: Q2 2026 in Review

First Pacific Financial sold out of Okta (OKTA) in Q2 2026, closing a stake of 70 shares — an estimated $5.51K sold.

First Pacific Financial first reported a position in OKTA in Q4 2025 and held it in 2 quarters. The position peaked at $5.51K in Q1 2026. 108 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

  • First Pacific Financial reported no remaining Okta position as of Q2 2026 after selling out during the quarter.
  • First Pacific Financial sold 70 Okta shares in Q2 2026, an estimated $5.51K.
  • First Pacific Financial first reported a position in Okta in Q4 2025 and held it in 2 quarters.
  • First Pacific Financial's Okta position peaked at $5.51K in Q1 2026.
  • 108 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on First Pacific Financial's 13F filing for Q2 2026, filed 20 Jul 2026.