CFFP
OKLO

Center for Financial Planning’s Oklo OKLO Stock Holding History

Center for Financial Planning’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 		$2.62K Hold
50
– – ﹤0.01% 572
2026
Q1 		$2.48K Hold
50
– – ﹤0.01% 568
2025
Q4 		$3.59K Hold
50
– – ﹤0.01% 577
2025
Q3 		$5.58K Buy
+50
New +$3.92K ﹤0.01% 540

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
FAMI
Fideuram Asset Management (Ireland) Dublin 1 $5.26B AUM
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
SOAMC
Spirit of America Management Corp Syosset, New York $530M AUM 36.47% 1-Year Est. Return
TAA
TB Alternative Assets Grand Cayman, Cayman Islands $623M AUM 154.99% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Center for Financial Planning's OKLO Position: Q2 2026 in Review

Center for Financial Planning held its Oklo (OKLO) position steady in Q2 2026 at 50 shares worth $2.62K. The position accounts for ﹤0.01% of the portfolio, ranked #572.

Center for Financial Planning first reported a position in OKLO in Q3 2025 and has held it in 4 quarters since. The position peaked at $5.58K in Q3 2025. 160 funds tracked by Wall St. Rank hold OKLO as of Q2 2026.

  • Center for Financial Planning held 50 shares of Oklo worth $2.62K as of Q2 2026.
  • Center for Financial Planning left its Oklo share count unchanged in Q2 2026.
  • Oklo made up ﹤0.01% of Center for Financial Planning's portfolio in Q2 2026, its #572 holding.
  • Center for Financial Planning first reported a position in Oklo in Q3 2025 and has held it in 4 quarters since.
  • Center for Financial Planning's Oklo position peaked at $5.58K in Q3 2025.
  • 160 funds tracked by Wall St. Rank held Oklo as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.