COFSG
OKLO

Carbahal Olsen Financial Services Group’s Oklo OKLO Stock Holding History

Carbahal Olsen Financial Services Group’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
Q1 		$248K Hold
5,000
– – 0.2% 32
2025
Q4 		$359K Hold
5,000
– – 0.28% 25
2025
Q3 		$558K Hold
5,000
– – 0.45% 15
2025
Q2 		$280K Buy
+5,000
New +$193K 0.24% 29

Other funds holding OKLO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
DE
Defiance ETFs New York $6.98B AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

Carbahal Olsen Financial Services Group's OKLO Position: Q1 2026 in Review

Carbahal Olsen Financial Services Group held its Oklo (OKLO) position steady in Q1 2026 at 5,000 shares worth $248K. The position accounts for 0.2% of the portfolio, ranked #32.

Carbahal Olsen Financial Services Group first reported a position in OKLO in Q2 2025 and has held it in 4 quarters since. The position peaked at $558K in Q3 2025. 675 funds tracked by Wall St. Rank hold OKLO as of Q1 2026.

  • Carbahal Olsen Financial Services Group held 5,000 shares of Oklo worth $248K as of Q1 2026.
  • Carbahal Olsen Financial Services Group left its Oklo share count unchanged in Q1 2026.
  • Oklo made up 0.2% of Carbahal Olsen Financial Services Group's portfolio in Q1 2026, its #32 holding.
  • Carbahal Olsen Financial Services Group first reported a position in Oklo in Q2 2025 and has held it in 4 quarters since.
  • Carbahal Olsen Financial Services Group's Oklo position peaked at $558K in Q3 2025.
  • 675 funds tracked by Wall St. Rank held Oklo as of Q1 2026.

Based on Carbahal Olsen Financial Services Group's 13F filing for Q1 2026, filed 11 May 2026.