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Symphony Financial’s Oneok OKE Stock Holding History

Symphony Financial’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 		$715K Buy
8,125
+2,347
+41% +$207K 0.08% 161
2026
Q1 		$532K Buy
5,778
+920
+19% +$75.7K 0.07% 158
2025
Q4 		$359K Sell
4,858
-5,659
-54% -$401K 0.05% 206
2025
Q3 		$763K Buy
10,517
+488
+5% +$37.4K 0.09% 130
2025
Q2 		$840K Buy
10,029
+4,701
+88% +$392K 0.11% 118
2025
Q1 		$456K Sell
5,328
-9,247
-63% -$918K 0.27% 65
2024
Q4 		$1.56M Buy
14,575
+564
+4% +$57.7K 0.25% 81
2024
Q3 		$1.29M Buy
14,011
+1,786
+15% +$155K 0.21% 87
2024
Q2 		$999K Buy
12,225
+8,772
+254% +$701K 0.18% 95
2024
Q1 		$277K Sell
3,453
-6,405
-65% -$468K 0.06% 155
2023
Q4 		$693K Buy
9,858
+5,898
+149% +$395K 0.15% 112
2023
Q3 		$246K Buy
+3,960
New +$259K 0.06% 140

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
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 $60.8B AUM 26.63% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Symphony Financial's OKE Position: Q2 2026 in Review

Symphony Financial increased its Oneok (OKE) stake by 41% in Q2 2026, buying an estimated $207K and bringing the position to 8,125 shares worth $715K. The position accounts for 0.08% of the portfolio, ranked #161.

Symphony Financial first reported a position in OKE in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.56M in Q4 2024. 1,653 funds tracked by Wall St. Rank hold OKE as of Q2 2026.

  • Symphony Financial held 8,125 shares of Oneok worth $715K as of Q2 2026.
  • Symphony Financial bought 2,347 Oneok shares in Q2 2026, an estimated $207K.
  • Oneok made up 0.08% of Symphony Financial's portfolio in Q2 2026, its #161 holding.
  • Symphony Financial first reported a position in Oneok in Q3 2023 and has held it in 12 quarters since.
  • Symphony Financial's Oneok position peaked at $1.56M in Q4 2024.
  • 1,653 funds tracked by Wall St. Rank held Oneok as of Q2 2026.

Based on Symphony Financial's 13F filing for Q2 2026, filed 4 Aug 2026.