BDPWM
OKLO

Barnes Dennig Private Wealth Management’s Oklo OKLO Stock Holding History

Barnes Dennig Private Wealth Management’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 		$523 Buy
+10
New +$624 ﹤0.01% 362
2026
Q1 		– Sell
-10
Closed -$718 – 350
2025
Q4 		$718 Hold
10
– – ﹤0.01% 310
2025
Q3 		$1.12K Buy
+10
New +$783 ﹤0.01% 291

Other funds holding OKLO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
DC
Darrow Company Needham, Massachusetts $258M AUM 15.51% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
OCA
OpenArc Corporate Advisory Atlanta, Georgia $8.41B AUM

Barnes Dennig Private Wealth Management's OKLO Position: Q2 2026 in Review

Barnes Dennig Private Wealth Management opened a new position in Oklo (OKLO) in Q2 2026: 10 shares worth $523. The stake represents ﹤0.01% of the portfolio and ranks #362 among its holdings. This is a return to the name: Barnes Dennig Private Wealth Management previously reported a position in OKLO as recently as Q4 2025.

Barnes Dennig Private Wealth Management first reported a position in OKLO in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.12K in Q3 2025. 344 funds tracked by Wall St. Rank hold OKLO as of Q2 2026.

  • Barnes Dennig Private Wealth Management held 10 shares of Oklo worth $523 as of Q2 2026.
  • Oklo was a new Barnes Dennig Private Wealth Management position in Q2 2026.
  • Oklo made up ﹤0.01% of Barnes Dennig Private Wealth Management's portfolio in Q2 2026, its #362 holding.
  • Barnes Dennig Private Wealth Management first reported a position in Oklo in Q3 2025 and has held it in 3 quarters since.
  • Barnes Dennig Private Wealth Management's Oklo position peaked at $1.12K in Q3 2025.
  • 344 funds tracked by Wall St. Rank held Oklo as of Q2 2026.

Based on Barnes Dennig Private Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.