CFML
OKLO

COMPASS FINANCIAL MANAGEMENT LLC’s Oklo OKLO Stock Holding History

COMPASS FINANCIAL MANAGEMENT LLC’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 		$9.21K Buy
+190
New +$11.9K ﹤0.01% 1079

Other funds holding OKLO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
CS
Clear Street New York $39.5B AUM 124.03% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PIC
Portland Investment Counsel Burlington, Ontario, Canada $358M AUM 26.37% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's OKLO Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in Oklo (OKLO) in Q2 2026: 190 shares worth $9.21K. The stake represents ﹤0.01% of the portfolio and ranks #1079 among its holdings.

479 funds tracked by Wall St. Rank hold OKLO as of Q2 2026.

  • COMPASS FINANCIAL MANAGEMENT LLC held 190 shares of Oklo worth $9.21K as of Q2 2026.
  • Oklo was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
  • Oklo made up ﹤0.01% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #1079 holding.
  • 479 funds tracked by Wall St. Rank held Oklo as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.