NBC Securities
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NBC Securities’s Okta OKTA Stock Holding History

NBC Securities’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 		$38.7K Hold
185
– – ﹤0.01% 1401
2026
Q2 		$25.2K Sell
185
-144
-44% -$13.5K ﹤0.01% 1551
2026
Q1 		$25.9K Sell
329
-65
-16% -$5.39K ﹤0.01% 1602
2025
Q4 		$34.1K Sell
394
-100
-20% -$8.73K ﹤0.01% 1523
2025
Q3 		$45.3K Buy
494
+55
+13% +$5.14K ﹤0.01% 1369
2025
Q2 		$43K Sell
439
-466
-51% -$49.8K ﹤0.01% 1384
2025
Q1 		$95K Buy
+905
New +$88.4K 0.01% 993
2024
Q4 		– Sell
-2,885
Closed -$214K – 1814
2024
Q3 		$214K Buy
2,885
+2,690
+1,379% +$235K 0.02% 768
2024
Q2 		$18K Hold
195
– – ﹤0.01% 1491
2024
Q1 		$21K Sell
195
-212
-52% -$19.6K ﹤0.01% 1452
2023
Q4 		$36K Buy
407
+65
+19% +$4.96K ﹤0.01% 1230
2023
Q3 		$27K Buy
+342
New +$25.9K ﹤0.01% 1330

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

NBC Securities's OKTA Position: Q3 2026 in Review

NBC Securities held its Okta (OKTA) position steady in Q3 2026 at 185 shares worth $38.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1401.

NBC Securities first reported a position in OKTA in Q3 2023 and has held it in 12 quarters since. The position peaked at $214K in Q3 2024. 578 funds tracked by Wall St. Rank hold OKTA as of Q3 2026.

  • NBC Securities held 185 shares of Okta worth $38.7K as of Q3 2026.
  • NBC Securities left its Okta share count unchanged in Q3 2026.
  • Okta made up ﹤0.01% of NBC Securities's portfolio in Q3 2026, its #1401 holding.
  • NBC Securities first reported a position in Okta in Q3 2023 and has held it in 12 quarters since.
  • NBC Securities's Okta position peaked at $214K in Q3 2024.
  • 578 funds tracked by Wall St. Rank held Okta as of Q3 2026.

Based on NBC Securities's 13F filing for Q3 2026, filed 26 Oct 2026.