Superior Planning, LLC’s Oklo OKLO Stock Holding History

Superior Planning, LLC’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 Q3	$2.78K	Buy	+75	New	+$3.17K	﹤0.01%	1446

Other funds holding OKLO

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return

Livforsakringsbolaget Skandia Stockholm, Sweden $3.02B AUM 43.19% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Superior Planning, LLC's OKLO Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Oklo (OKLO) in Q3 2026: 75 shares worth $2.78K. The stake represents ﹤0.01% of the portfolio and ranks #1446 among its holdings.

419 funds tracked by Wall St. Rank hold OKLO as of Q3 2026.

Superior Planning, LLC held 75 shares of Oklo worth $2.78K as of Q3 2026.
Oklo was a new Superior Planning, LLC position in Q3 2026.
Oklo made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #1446 holding.
419 funds tracked by Wall St. Rank held Oklo as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.