Bank of Montreal
OKLO

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
2026
Q1 		$20.2M Sell
407,600
-223,500
-35% -$16.1M 0.01% 835
2025
Q4 		$45.3M Buy
631,100
+269,000
+74% +$30M 0.02% 592
2025
Q3 		$40.4M Buy
+362,100
New +$28.4M 0.02% 567
2025
Q1 		– Sell
-85,200
Closed -$1.81M – 3783
2024
Q4 		$1.81M Buy
+85,200
New +$1.65M ﹤0.01% 1588

Other funds holding OKLO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
DE
Defiance ETFs New York $6.98B AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

Bank of Montreal's OKLO Position: Q1 2026 in Review

Bank of Montreal reduced its Oklo (OKLO) stake by 24% in Q1 2026, selling an estimated $12.2M and leaving 537,170 shares worth $26.6M. The position accounts for 0.01% of the portfolio, ranked #746.

Bank of Montreal first reported a position in OKLO in Q1 2022 and has held it in 8 quarters since. The position peaked at $50.7M in Q4 2025. 676 funds tracked by Wall St. Rank hold OKLO as of Q1 2026.

  • Bank of Montreal held 537,170 shares of Oklo worth $26.6M as of Q1 2026.
  • Bank of Montreal sold 169,103 Oklo shares in Q1 2026, an estimated $12.2M.
  • Oklo made up 0.01% of Bank of Montreal's portfolio in Q1 2026, its #746 holding.
  • Bank of Montreal first reported a position in Oklo in Q1 2022 and has held it in 8 quarters since.
  • Bank of Montreal's Oklo position peaked at $50.7M in Q4 2025.
  • 676 funds tracked by Wall St. Rank held Oklo as of Q1 2026.

Based on Bank of Montreal's 13F filing for Q1 2026, filed 13 May 2026.