O'Keefe Stevens Advisory’s Octave Intelligence OCTV Stock Holding History

O'Keefe Stevens Advisory’s Portfolio OCTV Stock Details OCTV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$13.2M	Buy	697,374 +669,113	+2,368%	+$12.2M	2.69%	18
2026 Q2	$461K	Buy	+28,261	New	+$519K	0.09%	57

Other funds holding OCTV

NLB Skladi upravljanje premozenja Ljubljana $2.71B AUM 53.8% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Physician Wealth Advisors Midvale, Utah $869M AUM 17.6% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

O'Keefe Stevens Advisory's OCTV Position: Q3 2026 in Review

O'Keefe Stevens Advisory increased its Octave Intelligence (OCTV) stake by 2,368% in Q3 2026, buying an estimated $12.2M and bringing the position to 697,374 shares worth $13.2M. The position accounts for 2.69% of the portfolio, ranked #18.

O'Keefe Stevens Advisory first reported a position in OCTV in Q2 2026 and has held it in 2 quarters since. 6 funds tracked by Wall St. Rank hold OCTV as of Q3 2026.

O'Keefe Stevens Advisory held 697,374 shares of Octave Intelligence worth $13.2M as of Q3 2026.
O'Keefe Stevens Advisory bought 669,113 Octave Intelligence shares in Q3 2026, an estimated $12.2M.
Octave Intelligence made up 2.69% of O'Keefe Stevens Advisory's portfolio in Q3 2026, its #18 holding.
O'Keefe Stevens Advisory first reported a position in Octave Intelligence in Q2 2026 and has held it in 2 quarters since.
6 funds tracked by Wall St. Rank held Octave Intelligence as of Q3 2026.

Based on O'Keefe Stevens Advisory's 13F filing for Q3 2026, filed 9 Oct 2026.