CIAS
OKLO

CBIZ Investment Advisory Services’s Oklo OKLO Stock Holding History

CBIZ Investment Advisory Services’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 		$4.96K Hold
100
– – ﹤0.01% 228
2025
Q4 		$7.18K Hold
100
– – ﹤0.01% 446
2025
Q3 		$11.2K Hold
100
– – ﹤0.01% 329
2025
Q2 		$5.6K Hold
100
– – ﹤0.01% 420
2025
Q1 		$2.16K Buy
+100
New +$3.38K ﹤0.01% 472

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

CBIZ Investment Advisory Services's OKLO Position: Q1 2026 in Review

CBIZ Investment Advisory Services held its Oklo (OKLO) position steady in Q1 2026 at 100 shares worth $4.96K. The position accounts for ﹤0.01% of the portfolio, ranked #228.

CBIZ Investment Advisory Services first reported a position in OKLO in Q1 2025 and has held it in 5 quarters since. The position peaked at $11.2K in Q3 2025. 675 funds tracked by Wall St. Rank hold OKLO as of Q1 2026.

  • CBIZ Investment Advisory Services held 100 shares of Oklo worth $4.96K as of Q1 2026.
  • CBIZ Investment Advisory Services left its Oklo share count unchanged in Q1 2026.
  • Oklo made up ﹤0.01% of CBIZ Investment Advisory Services's portfolio in Q1 2026, its #228 holding.
  • CBIZ Investment Advisory Services first reported a position in Oklo in Q1 2025 and has held it in 5 quarters since.
  • CBIZ Investment Advisory Services's Oklo position peaked at $11.2K in Q3 2025.
  • 675 funds tracked by Wall St. Rank held Oklo as of Q1 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.