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Patriot Financial Group Insurance Agency’s Oneok OKE Stock Holding History

Patriot Financial Group Insurance Agency’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 		$234K Sell
2,696
-2,418
-47% -$213K 0.02% 446
2026
Q1 		$462K Buy
+5,114
New +$421K 0.03% 464
2025
Q3 		– Sell
-2,521
Closed -$206K – 557
2025
Q2 		$206K Buy
2,521
+60
+2% +$5K 0.02% 489
2025
Q1 		$244K Buy
2,461
+345
+16% +$34.2K 0.03% 417
2024
Q4 		$212K Buy
+2,116
New +$216K 0.03% 435
2022
Q3 		– Sell
-2,968
Closed -$165K – 1448
2022
Q2 		$165K Sell
2,968
-458
-13% -$29.7K 0.03% 419
2022
Q1 		$242K Sell
3,426
-109
-3% -$6.98K 0.04% 378
2021
Q4 		$208K Buy
3,535
+126
+4% +$7.82K 0.03% 433
2021
Q3 		$198K Buy
3,409
+22
+0.6% +$1.18K 0.04% 452
2021
Q2 		$188K Buy
3,387
+20
+0.6% +$1.06K 0.03% 445
2021
Q1 		$171K Buy
3,367
+1,785
+113% +$81.1K 0.04% 425
2020
Q4 		$61K Buy
1,582
+10
+0.6% +$336 0.02% 631
2020
Q3 		$41K Buy
1,572
+810
+106% +$22.6K 0.01% 588
2020
Q2 		$25K Buy
762
+9
+1% +$293 0.01% 689
2020
Q1 		$16K Sell
753
-3
-0.4% -$183 0.01% 721
2019
Q4 		$57K Buy
756
+4
+0.5% +$286 0.02% 455
2019
Q3 		$55K Hold
752
– – 0.02% 432
2019
Q2 		$52K Hold
752
– – 0.02% 429
2019
Q1 		$52K Hold
752
– – 0.03% 377
2018
Q4 		$41K Buy
752
+128
+21% +$7.95K 0.03% 357
2018
Q3 		$42K Buy
624
+600
+2,500% +$41.1K 0.03% 336
2018
Q2 		$2K Sell
24
-60
-71% -$3.86K ﹤0.01% 544
2018
Q1 		$5K Buy
84
+1
+1% +$57 ﹤0.01% 740
2017
Q4 		$5K Sell
83
-16
-16% -$854 ﹤0.01% 726
2017
Q3 		$6K Hold
99
– – 0.01% 669
2017
Q2 		$5K Sell
99
-31
-24% -$1.6K 0.01% 684
2017
Q1 		$7K Hold
130
– – 0.01% 566
2016
Q4 		$7K Buy
+130
New +$6.82K 0.01% 523

Other funds holding OKE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Patriot Financial Group Insurance Agency's OKE Position: Q2 2026 in Review

Patriot Financial Group Insurance Agency reduced its Oneok (OKE) stake by 47% in Q2 2026, selling an estimated $213K and leaving 2,696 shares worth $234K. The position accounts for 0.02% of the portfolio, ranked #446.

Patriot Financial Group Insurance Agency first reported a position in OKE in Q4 2016 and has held it in 28 quarters since. The position peaked at $462K in Q1 2026. 1,650 funds tracked by Wall St. Rank hold OKE as of Q2 2026.

  • Patriot Financial Group Insurance Agency held 2,696 shares of Oneok worth $234K as of Q2 2026.
  • Patriot Financial Group Insurance Agency sold 2,418 Oneok shares in Q2 2026, an estimated $213K.
  • Oneok made up 0.02% of Patriot Financial Group Insurance Agency's portfolio in Q2 2026, its #446 holding.
  • Patriot Financial Group Insurance Agency first reported a position in Oneok in Q4 2016 and has held it in 28 quarters since.
  • Patriot Financial Group Insurance Agency's Oneok position peaked at $462K in Q1 2026.
  • 1,650 funds tracked by Wall St. Rank held Oneok as of Q2 2026.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.