CFI
OKLO

CARLSON FINANCIAL, INC.’s Oklo OKLO Stock Holding History

CARLSON FINANCIAL, INC.’s Portfolio OKLO Stock Details OKLO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$408K Sell
7,796
-175
-2% -$10.9K 0.21% 111
2026
Q1 		$395K Buy
7,971
+15
+0.2% +$1.08K 0.23% 102
2025
Q4 		$571K Buy
+7,956
New +$887K 0.33% 72

Other funds holding OKLO

Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

CARLSON FINANCIAL, INC.'s OKLO Position: Q2 2026 in Review

CARLSON FINANCIAL, INC. reduced its Oklo (OKLO) stake by 2.2% in Q2 2026, selling an estimated $10.9K and leaving 7,796 shares worth $408K. The position accounts for 0.21% of the portfolio, ranked #111.

CARLSON FINANCIAL, INC. first reported a position in OKLO in Q4 2025 and has held it in 3 quarters since. The position peaked at $571K in Q4 2025. 668 funds tracked by Wall St. Rank hold OKLO as of Q2 2026.

  • CARLSON FINANCIAL, INC. held 7,796 shares of Oklo worth $408K as of Q2 2026.
  • CARLSON FINANCIAL, INC. sold 175 Oklo shares in Q2 2026, an estimated $10.9K.
  • Oklo made up 0.21% of CARLSON FINANCIAL, INC.'s portfolio in Q2 2026, its #111 holding.
  • CARLSON FINANCIAL, INC. first reported a position in Oklo in Q4 2025 and has held it in 3 quarters since.
  • CARLSON FINANCIAL, INC.'s Oklo position peaked at $571K in Q4 2025.
  • 668 funds tracked by Wall St. Rank held Oklo as of Q2 2026.

Based on CARLSON FINANCIAL, INC.'s 13F filing for Q2 2026, filed 24 Aug 2026.