AF
OKLO

Allworth Financial’s Oklo OKLO Stock Holding History

Allworth Financial’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 		$200K Buy
3,815
+666
+21% +$41.6K ﹤0.01% 1489
2026
Q1 		$156K Buy
3,149
+317
+11% +$22.8K ﹤0.01% 1557
2025
Q4 		$203K Buy
2,832
+247
+10% +$27.5K ﹤0.01% 1332
2025
Q3 		$289K Buy
2,585
+238
+10% +$18.6K ﹤0.01% 1119
2025
Q2 		$131K Buy
2,347
+1,835
+358% +$70.8K ﹤0.01% 1387
2025
Q1 		$12.5K Buy
512
+10
+2% +$338 ﹤0.01% 2330
2024
Q4 		$17.2K Sell
502
-348
-41% -$6.75K ﹤0.01% 2188
2024
Q3 		$6.88K Buy
+850
New +$6.4K ﹤0.01% 2430

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

Allworth Financial's OKLO Position: Q2 2026 in Review

Allworth Financial increased its Oklo (OKLO) stake by 21% in Q2 2026, buying an estimated $41.6K and bringing the position to 3,815 shares worth $200K. The position accounts for ﹤0.01% of the portfolio, ranked #1489.

Allworth Financial first reported a position in OKLO in Q3 2024 and has held it in 8 quarters since. The position peaked at $289K in Q3 2025. 668 funds tracked by Wall St. Rank hold OKLO as of Q2 2026.

  • Allworth Financial held 3,815 shares of Oklo worth $200K as of Q2 2026.
  • Allworth Financial bought 666 Oklo shares in Q2 2026, an estimated $41.6K.
  • Oklo made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #1489 holding.
  • Allworth Financial first reported a position in Oklo in Q3 2024 and has held it in 8 quarters since.
  • Allworth Financial's Oklo position peaked at $289K in Q3 2025.
  • 668 funds tracked by Wall St. Rank held Oklo as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.