Kingdom Financial Group’s Okta OKTA Stock Holding History

Kingdom Financial Group’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	$3.27K	Hold	24	–	–	﹤0.01%	597
2026 Q1	$1.89K	Hold	24	–	–	﹤0.01%	674
2025 Q4	$2.08K	Buy	+24	New	+$2.09K	﹤0.01%	581

Other funds holding OKTA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Kingdom Financial Group's OKTA Position: Q2 2026 in Review

Kingdom Financial Group held its Okta (OKTA) position steady in Q2 2026 at 24 shares worth $3.27K. The position accounts for ﹤0.01% of the portfolio, ranked #597.

Kingdom Financial Group first reported a position in OKTA in Q4 2025 and has held it in 3 quarters since. 823 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

Kingdom Financial Group held 24 shares of Okta worth $3.27K as of Q2 2026.
Kingdom Financial Group left its Okta share count unchanged in Q2 2026.
Okta made up ﹤0.01% of Kingdom Financial Group's portfolio in Q2 2026, its #597 holding.
Kingdom Financial Group first reported a position in Okta in Q4 2025 and has held it in 3 quarters since.
823 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on Kingdom Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.