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UMB Bank’s Okta OKTA Stock Holding History

UMB 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
2026
Q2 		$264K Buy
1,938
+331
+21% +$31.1K ﹤0.01% 652
2026
Q1 		$126K Buy
1,607
+303
+23% +$25.1K ﹤0.01% 867
2025
Q4 		$113K Sell
1,304
-328
-20% -$28.6K ﹤0.01% 898
2025
Q3 		$150K Buy
1,632
+236
+17% +$22K ﹤0.01% 710
2025
Q2 		$140K Buy
1,396
+1,393
+46,433% +$149K ﹤0.01% 708
2025
Q1 		$316 Sell
3
-128
-98% -$12.5K ﹤0.01% 2068
2024
Q4 		$10.3K Sell
131
-494
-79% -$38.3K ﹤0.01% 1463
2024
Q3 		$46.5K Sell
625
-324
-34% -$28.3K ﹤0.01% 898
2024
Q2 		$88.8K Sell
949
-253
-21% -$24K ﹤0.01% 717
2024
Q1 		$126K Buy
1,202
+453
+60% +$41.8K ﹤0.01% 654
2023
Q4 		$67.8K Buy
749
+450
+151% +$34.3K ﹤0.01% 781
2023
Q3 		$24.4K Buy
299
+66
+28% +$5K ﹤0.01% 1025
2023
Q2 		$16.2K Hold
233
– – ﹤0.01% 1141
2023
Q1 		$20.1K Hold
233
– – ﹤0.01% 1084
2022
Q4 		$16K Sell
233
-143
-38% -$8.16K ﹤0.01% 1168
2022
Q3 		$22K Buy
376
+143
+61% +$12.3K ﹤0.01% 1084
2022
Q2 		$21K Sell
233
-180
-44% -$19.4K ﹤0.01% 1159
2022
Q1 		$63K Buy
413
+80
+24% +$14.3K ﹤0.01% 893
2021
Q4 		$75K Buy
+333
New +$79.3K ﹤0.01% 870

Other funds holding OKTA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

UMB Bank's OKTA Position: Q2 2026 in Review

UMB Bank increased its Okta (OKTA) stake by 21% in Q2 2026, buying an estimated $31.1K and bringing the position to 1,938 shares worth $264K. The position accounts for ﹤0.01% of the portfolio, ranked #652.

UMB Bank first reported a position in OKTA in Q4 2021 and has held it in 19 quarters since. 823 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

  • UMB Bank held 1,938 shares of Okta worth $264K as of Q2 2026.
  • UMB Bank bought 331 Okta shares in Q2 2026, an estimated $31.1K.
  • Okta made up ﹤0.01% of UMB Bank's portfolio in Q2 2026, its #652 holding.
  • UMB Bank first reported a position in Okta in Q4 2021 and has held it in 19 quarters since.
  • 823 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on UMB Bank's 13F filing for Q2 2026, filed 13 Aug 2026.