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Parkside Financial Bank & Trust’s Okta OKTA Stock Holding History

Parkside Financial Bank & Trust’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
Q1 		$13.1K Buy
166
+73
+78% +$6.06K ﹤0.01% 1478
2025
Q4 		$8.04K Sell
93
-71
-43% -$6.2K ﹤0.01% 1658
2025
Q3 		$15K Sell
164
-77
-32% -$7.19K ﹤0.01% 1358
2025
Q2 		$24.1K Buy
241
+178
+283% +$19K ﹤0.01% 1165
2025
Q1 		$6.63K Buy
63
+11
+21% +$1.07K ﹤0.01% 1555
2024
Q4 		$4.1K Sell
52
-22
-30% -$1.71K ﹤0.01% 1493
2024
Q3 		$5.5K Buy
74
+8
+12% +$699 ﹤0.01% 1410
2024
Q2 		$6.18K Buy
66
+10
+18% +$947 ﹤0.01% 1316
2024
Q1 		$5.86K Hold
56
– – ﹤0.01% 1304
2023
Q4 		$5.07K Sell
56
-87
-61% -$6.64K ﹤0.01% 1303
2023
Q3 		$11.7K Buy
143
+2
+1% +$152 ﹤0.01% 1070
2023
Q2 		$9.78K Sell
141
-15
-10% -$1.14K ﹤0.01% 1125
2023
Q1 		$13.5K Buy
156
+5
+3% +$381 ﹤0.01% 999
2022
Q4 		$10.3K Buy
151
+29
+24% +$1.66K ﹤0.01% 1055
2022
Q3 		$7K Sell
122
-28
-19% -$2.41K ﹤0.01% 1109
2022
Q2 		$13K Buy
150
+131
+689% +$14.1K ﹤0.01% 926
2022
Q1 		$3K Buy
19
+1
+6% +$179 ﹤0.01% 1509
2021
Q4 		$4K Sell
18
-4
-18% -$953 ﹤0.01% 1413
2021
Q3 		$5K Buy
22
+5
+29% +$1.24K ﹤0.01% 1259
2021
Q2 		$4K Buy
17
+6
+55% +$1.45K ﹤0.01% 1347
2021
Q1 		$3K Sell
11
-72
-87% -$18.1K ﹤0.01% 1409
2020
Q4 		$21K Buy
83
+72
+655% +$17.1K 0.01% 713
2020
Q3 		$3K Sell
11
-50
-82% -$10.4K ﹤0.01% 1071
2020
Q2 		$12K Buy
61
+48
+369% +$8.15K ﹤0.01% 777
2020
Q1 		$2K Buy
+13
New +$1.63K ﹤0.01% 1138
2019
Q4 		– Sell
-13
Closed -$1K – 1617
2019
Q3 		$1K Buy
+13
New +$1.62K ﹤0.01% 1410

Other funds holding OKTA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Parkside Financial Bank & Trust's OKTA Position: Q1 2026 in Review

Parkside Financial Bank & Trust increased its Okta (OKTA) stake by 78% in Q1 2026, buying an estimated $6.06K and bringing the position to 166 shares worth $13.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1478.

Parkside Financial Bank & Trust first reported a position in OKTA in Q3 2019 and has held it in 26 quarters since. The position peaked at $24.1K in Q2 2025. 732 funds tracked by Wall St. Rank hold OKTA as of Q1 2026.

  • Parkside Financial Bank & Trust held 166 shares of Okta worth $13.1K as of Q1 2026.
  • Parkside Financial Bank & Trust bought 73 Okta shares in Q1 2026, an estimated $6.06K.
  • Okta made up ﹤0.01% of Parkside Financial Bank & Trust's portfolio in Q1 2026, its #1478 holding.
  • Parkside Financial Bank & Trust first reported a position in Okta in Q3 2019 and has held it in 26 quarters since.
  • Parkside Financial Bank & Trust's Okta position peaked at $24.1K in Q2 2025.
  • 732 funds tracked by Wall St. Rank held Okta as of Q1 2026.

Based on Parkside Financial Bank & Trust's 13F filing for Q1 2026, filed 13 May 2026.