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TFC Financial Management’s Okta OKTA Stock Holding History

TFC Financial Management’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 		– Sell
-1
Closed -$87 – 1051
2025
Q4 		$87 Hold
1
– – ﹤0.01% 881
2025
Q3 		$92 Hold
1
– – ﹤0.01% 903
2025
Q2 		$100 Buy
+1
New +$107 ﹤0.01% 885
2022
Q1 		– Sell
-10
Closed -$2K – 564
2021
Q4 		$2K Hold
10
– – ﹤0.01% 480
2021
Q3 		$2K Hold
10
– – ﹤0.01% 469
2021
Q2 		$2K Hold
10
– – ﹤0.01% 459
2021
Q1 		$2K Buy
+10
New +$2.51K ﹤0.01% 449

Other funds holding OKTA

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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 $298B AUM 21.96% 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

TFC Financial Management's OKTA Position: Q1 2026 in Review

TFC Financial Management sold out of Okta (OKTA) in Q1 2026, closing a stake of 1 share — an estimated $87 sold.

TFC Financial Management first reported a position in OKTA in Q1 2021 and held it in 7 quarters. The position peaked at $2K in Q4 2021. 730 funds tracked by Wall St. Rank hold OKTA as of Q1 2026.

  • TFC Financial Management reported no remaining Okta position as of Q1 2026 after selling out during the quarter.
  • TFC Financial Management sold 1 Okta share in Q1 2026, an estimated $87.
  • TFC Financial Management first reported a position in Okta in Q1 2021 and held it in 7 quarters.
  • TFC Financial Management's Okta position peaked at $2K in Q4 2021.
  • 730 funds tracked by Wall St. Rank held Okta as of Q1 2026.

Based on TFC Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.