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Stonebridge Financial Group, LLC/CA’s Okta OKTA Stock Holding History

Stonebridge Financial Group, LLC/CA’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 		$546K Buy
+4,007
New +$377K 0.08% 165

Other funds holding OKTA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
VCM
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
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Stonebridge Financial Group, LLC/CA's OKTA Position: Q2 2026 in Review

Stonebridge Financial Group, LLC/CA opened a new position in Okta (OKTA) in Q2 2026: 4,007 shares worth $546K. The stake represents 0.08% of the portfolio and ranks #165 among its holdings.

640 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

  • Stonebridge Financial Group, LLC/CA held 4,007 shares of Okta worth $546K as of Q2 2026.
  • Okta was a new Stonebridge Financial Group, LLC/CA position in Q2 2026.
  • Okta made up 0.08% of Stonebridge Financial Group, LLC/CA's portfolio in Q2 2026, its #165 holding.
  • 640 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on Stonebridge Financial Group, LLC/CA's 13F filing for Q2 2026, filed 13 Aug 2026.