B
OKLO

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
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

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
DC
Darrow Company Needham, Massachusetts $258M AUM 15.51% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
CG
Caprock Group Boise, Idaho $5.22B AUM 42.47% 1-Year Est. Return
ACM
AlphaStar Capital Management Cornelius, North Carolina $1.57B AUM 20.25% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
FAMI
Fideuram Asset Management (Ireland) Dublin 1 $5.26B AUM
BT
Banque Transatlantique Paris, France $4.66B AUM 33.26% 1-Year Est. Return

Birchbrook's OKLO Position: Q2 2026 in Review

Birchbrook increased its Oklo (OKLO) stake by 100% in Q2 2026, buying an estimated $3.12K and bringing the position to 100 shares worth $5.23K. The position accounts for ﹤0.01% of the portfolio, ranked #234.

Birchbrook first reported a position in OKLO in Q4 2024 and has held it in 5 quarters since. 242 funds tracked by Wall St. Rank hold OKLO as of Q2 2026.

  • Birchbrook held 100 shares of Oklo worth $5.23K as of Q2 2026.
  • Birchbrook bought 50 Oklo shares in Q2 2026, an estimated $3.12K.
  • Oklo made up ﹤0.01% of Birchbrook's portfolio in Q2 2026, its #234 holding.
  • Birchbrook first reported a position in Oklo in Q4 2024 and has held it in 5 quarters since.
  • 242 funds tracked by Wall St. Rank held Oklo as of Q2 2026.

Based on Birchbrook's 13F filing for Q2 2026, filed 9 Jul 2026.