Truist Financial
OKTA icon

Truist Financial’s Okta OKTA Stock Holding History

Truist Financial’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 		$2.34M Buy
29,671
+1,243
+4% +$103K ﹤0.01% 1223
2025
Q4 		$2.46M Buy
28,428
+4,632
+19% +$404K ﹤0.01% 1172
2025
Q3 		$2.18M Sell
23,796
-3,376
-12% -$315K ﹤0.01% 1288
2025
Q2 		$2.72M Buy
27,172
+6,726
+33% +$718K ﹤0.01% 1137
2025
Q1 		$2.15M Buy
20,446
+7,616
+59% +$744K ﹤0.01% 1183
2024
Q4 		$1.01M Sell
12,830
-43,736
-77% -$3.39M ﹤0.01% 1543
2024
Q3 		$4.21M Sell
56,566
-465,491
-89% -$40.7M 0.01% 900
2024
Q2 		$48.9M Buy
522,057
+200,770
+62% +$19M 0.07% 236
2024
Q1 		$33.6M Buy
321,287
+206,512
+180% +$19M 0.05% 310
2023
Q4 		$10.4M Sell
114,775
-31,376
-21% -$2.39M 0.02% 595
2023
Q3 		$11.9M Sell
146,151
-3,089
-2% -$234K 0.02% 534
2023
Q2 		$10.3M Buy
149,240
+26,576
+22% +$2.02M 0.02% 576
2023
Q1 		$10.6M Sell
122,664
-5,931
-5% -$451K 0.02% 571
2022
Q4 		$8.79M Sell
128,595
-17,448
-12% -$996K 0.02% 614
2022
Q3 		$8.31M Buy
146,043
+34,133
+31% +$2.94M 0.02% 617
2022
Q2 		$10.1M Buy
111,910
+22,674
+25% +$2.45M 0.02% 566
2022
Q1 		$13.5M Buy
89,236
+7,566
+9% +$1.36M 0.02% 545
2021
Q4 		$18.3M Sell
81,670
-2,671
-3% -$636K 0.03% 458
2021
Q3 		$20M Buy
84,341
+3,907
+5% +$970K 0.03% 416
2021
Q2 		$19.7M Buy
80,434
+5,373
+7% +$1.3M 0.03% 439
2021
Q1 		$16.5M Buy
75,061
+13,827
+23% +$3.47M 0.03% 470
2020
Q4 		$15.6M Buy
61,234
+12,226
+25% +$2.91M 0.03% 479
2020
Q3 		$10.5M Buy
49,008
+18,741
+62% +$3.91M 0.02% 536
2020
Q2 		$6.06M Buy
30,267
+22,903
+311% +$3.89M 0.01% 670
2020
Q1 		$900K Buy
7,364
+1,752
+31% +$220K ﹤0.01% 1301
2019
Q4 		$648K Buy
+5,612
New +$646K ﹤0.01% 1697

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

Truist Financial's OKTA Position: Q1 2026 in Review

Truist Financial increased its Okta (OKTA) stake by 4.4% in Q1 2026, buying an estimated $103K and bringing the position to 29,671 shares worth $2.34M. The position accounts for ﹤0.01% of the portfolio, ranked #1223.

Truist Financial first reported a position in OKTA in Q4 2019 and has held it in 26 quarters since. The position peaked at $48.9M in Q2 2024. 730 funds tracked by Wall St. Rank hold OKTA as of Q1 2026.

  • Truist Financial held 29,671 shares of Okta worth $2.34M as of Q1 2026.
  • Truist Financial bought 1,243 Okta shares in Q1 2026, an estimated $103K.
  • Okta made up ﹤0.01% of Truist Financial's portfolio in Q1 2026, its #1223 holding.
  • Truist Financial first reported a position in Okta in Q4 2019 and has held it in 26 quarters since.
  • Truist Financial's Okta position peaked at $48.9M in Q2 2024.
  • 730 funds tracked by Wall St. Rank held Okta as of Q1 2026.

Based on Truist Financial's 13F filing for Q1 2026, filed 27 Apr 2026.