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
Q2 		$16M Sell
306,700
-100,900
-25% -$6.3M 0.01% 1004
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

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 $3.38T AUM 44.17% 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

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.