Mosaic Financial Group’s Oneok OKE Stock Holding History

Mosaic Financial Group’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
2026 Q2	$679K	Sell	7,814 -528	-6%	-$46.5K	0.43%	49
2026 Q1	$754K	Hold	8,342	–	–	0.54%	42
2025 Q4	$613K	Hold	8,342	–	–	0.42%	53
2025 Q3	$609K	Hold	8,342	–	–	0.43%	52
2025 Q2	$681K	Hold	8,342	–	–	0.52%	45
2025 Q1	$828K	Sell	8,342 -532	-6%	-$52.8K	0.67%	37
2024 Q4	$891K	Sell	8,874 -1,000	-10%	-$102K	0.64%	41
2024 Q3	$900K	Buy	9,874 +3,227	+49%	+$281K	0.64%	42
2024 Q2	$542K	Hold	6,647	–	–	0.39%	57
2024 Q1	$533K	Buy	+6,647	New	+$485K	0.43%	51

Other funds holding OKE

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

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Mosaic Financial Group's OKE Position: Q2 2026 in Review

Mosaic Financial Group reduced its Oneok (OKE) stake by 6.3% in Q2 2026, selling an estimated $46.5K and leaving 7,814 shares worth $679K. The position accounts for 0.43% of the portfolio, ranked #49.

Mosaic Financial Group first reported a position in OKE in Q1 2024 and has held it in 10 quarters since. The position peaked at $900K in Q3 2024. 1,656 funds tracked by Wall St. Rank hold OKE as of Q2 2026.

Mosaic Financial Group held 7,814 shares of Oneok worth $679K as of Q2 2026.
Mosaic Financial Group sold 528 Oneok shares in Q2 2026, an estimated $46.5K.
Oneok made up 0.43% of Mosaic Financial Group's portfolio in Q2 2026, its #49 holding.
Mosaic Financial Group first reported a position in Oneok in Q1 2024 and has held it in 10 quarters since.
Mosaic Financial Group's Oneok position peaked at $900K in Q3 2024.
1,656 funds tracked by Wall St. Rank held Oneok as of Q2 2026.

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