Security National Bank’s Okta OKTA Stock Holding History

Security National Bank’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
2025 Q4	–	Sell	-1,823	Closed	-$167K	–	389
2025 Q3	$167K	Buy	+1,823	New	+$170K	0.03%	149

Other funds holding OKTA

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Security National Bank's OKTA Position: Q4 2025 in Review

Security National Bank sold out of Okta (OKTA) in Q4 2025, closing a stake of 1,823 shares — an estimated $167K sold.

Security National Bank first reported a position in OKTA in Q3 2025 and held it in 1 quarter. The position peaked at $167K in Q3 2025. 739 funds tracked by Wall St. Rank hold OKTA as of Q4 2025.

Security National Bank reported no remaining Okta position as of Q4 2025 after selling out during the quarter.
Security National Bank sold 1,823 Okta shares in Q4 2025, an estimated $167K.
Security National Bank first reported a position in Okta in Q3 2025 and held it in 1 quarter.
Security National Bank's Okta position peaked at $167K in Q3 2025.
739 funds tracked by Wall St. Rank held Okta as of Q4 2025.

Based on Security National Bank's 13F filing for Q4 2025, filed 5 Feb 2026.