Birchbrook
OKLO icon

Birchbrook’s Oklo OKLO Stock Holding History

Birchbrook’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
Q3 		$3.7K Hold
100
– – ﹤0.01% 238
2026
Q2 		$5.23K Buy
100
+50
+100% +$3.12K ﹤0.01% 234
2026
Q1 		$2.48K Buy
+50
New +$3.6K ﹤0.01% 253
2025
Q4 		– Sell
-12
Closed -$1.34K – 306
2025
Q3 		$1.34K Buy
12
+8
+200% +$626 ﹤0.01% 241
2025
Q2 		$224 Buy
+4
New +$154 ﹤0.01% 262
2025
Q1 		– Sell
-100
Closed -$2.12K – 304
2024
Q4 		$2.12K Buy
+100
New +$1.94K ﹤0.01% 256

Other funds holding OKLO

Livforsakringsbolaget Skandia
Livforsakringsbolaget Skandia Stockholm, Sweden $3.02B AUM 43.19% 1-Year Est. Return
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return
AlphaStar Capital Management
AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return
Westwood Wealth Management
Westwood Wealth Management Los Angeles, California $353M AUM 93.48% 1-Year Est. Return
Leonteq Securities AG
Leonteq Securities AG Zurich, Switzerland $2.44B AUM 50.17% 1-Year Est. Return
J. Safra Sarasin Holding
J. Safra Sarasin Holding $7.05B AUM 26.14% 1-Year Est. Return
McGuire Investment Group
McGuire Investment Group Wakefield, Rhode Island $1.12B AUM 57.77% 1-Year Est. Return
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

Birchbrook's OKLO Position: Q3 2026 in Review

Birchbrook held its Oklo (OKLO) position steady in Q3 2026 at 100 shares worth $3.7K. The position accounts for ﹤0.01% of the portfolio, ranked #238.

Birchbrook first reported a position in OKLO in Q4 2024 and has held it in 6 quarters since. The position peaked at $5.23K in Q2 2026. 201 funds tracked by Wall St. Rank hold OKLO as of Q3 2026.

  • Birchbrook held 100 shares of Oklo worth $3.7K as of Q3 2026.
  • Birchbrook left its Oklo share count unchanged in Q3 2026.
  • Oklo made up ﹤0.01% of Birchbrook's portfolio in Q3 2026, its #238 holding.
  • Birchbrook first reported a position in Oklo in Q4 2024 and has held it in 6 quarters since.
  • Birchbrook's Oklo position peaked at $5.23K in Q2 2026.
  • 201 funds tracked by Wall St. Rank held Oklo as of Q3 2026.

Based on Birchbrook's 13F filing for Q3 2026, filed 14 Oct 2026.