Bank of Montreal’s Oklo OKLO Stock Holding History

Bank of Montreal’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
2025 Q4	–	Sell	-3,200	Closed	-$357K	–	3877
2025 Q3	$357K	Buy	+3,200	New	+$251K	﹤0.01%	2442

Other funds holding OKLO

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of Montreal's OKLO Position: Q2 2026 in Review

Bank of Montreal increased its Oklo (OKLO) stake by 26% in Q2 2026, buying an estimated $8.77M and bringing the position to 677,701 shares worth $35.5M. The position accounts for 0.01% of the portfolio, ranked #704.

Bank of Montreal first reported a position in OKLO in Q1 2022 and has held it in 9 quarters since. The position peaked at $50.7M in Q4 2025. 673 funds tracked by Wall St. Rank hold OKLO as of Q2 2026.

Bank of Montreal held 677,701 shares of Oklo worth $35.5M as of Q2 2026.
Bank of Montreal bought 140,531 Oklo shares in Q2 2026, an estimated $8.77M.
Oklo made up 0.01% of Bank of Montreal's portfolio in Q2 2026, its #704 holding.
Bank of Montreal first reported a position in Oklo in Q1 2022 and has held it in 9 quarters since.
Bank of Montreal's Oklo position peaked at $50.7M in Q4 2025.
673 funds tracked by Wall St. Rank held Oklo as of Q2 2026.

Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.