Capital Advisors Ltd’s Oklo OKLO Stock Holding History

Capital Advisors Ltd’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	–	Sell	-32	Closed	-$2K	–	1675
2026 Q2	$2K	Buy	+32	New	+$2K	﹤0.01%	1160

Other funds holding OKLO

VanEck Associates New York $165B AUM 72.14% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Vanguard Fiduciary Trust Malvern, Pennsylvania $463B AUM

Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return

Capital Advisors Ltd's OKLO Position: Q3 2026 in Review

Capital Advisors Ltd sold out of Oklo (OKLO) in Q3 2026, closing a stake of 32 shares — an estimated $2K sold.

Capital Advisors Ltd first reported a position in OKLO in Q2 2026 and held it in 1 quarter. The position peaked at $2K in Q2 2026. 496 funds tracked by Wall St. Rank hold OKLO as of Q3 2026.

Capital Advisors Ltd reported no remaining Oklo position as of Q3 2026 after selling out during the quarter.
Capital Advisors Ltd sold 32 Oklo shares in Q3 2026, an estimated $2K.
Capital Advisors Ltd first reported a position in Oklo in Q2 2026 and held it in 1 quarter.
Capital Advisors Ltd's Oklo position peaked at $2K in Q2 2026.
496 funds tracked by Wall St. Rank held Oklo as of Q3 2026.

Based on Capital Advisors Ltd's 13F filing for Q3 2026, filed 27 Oct 2026.