CBA
OKLO

Coastal Bridge Advisors’s Oklo OKLO Stock Holding History

Coastal Bridge Advisors’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 		$293K Buy
5,905
+146
+3% +$10.5K 0.02% 381
2025
Q4 		$413K Buy
5,759
+536
+10% +$59.8K 0.03% 331
2025
Q3 		$583K Buy
5,223
+223
+4% +$17.5K 0.04% 274
2025
Q2 		$280K Buy
+5,000
New +$193K 0.02% 367

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

Coastal Bridge Advisors's OKLO Position: Q1 2026 in Review

Coastal Bridge Advisors increased its Oklo (OKLO) stake by 2.5% in Q1 2026, buying an estimated $10.5K and bringing the position to 5,905 shares worth $293K. The position accounts for 0.02% of the portfolio, ranked #381.

Coastal Bridge Advisors first reported a position in OKLO in Q2 2025 and has held it in 4 quarters since. The position peaked at $583K in Q3 2025. 675 funds tracked by Wall St. Rank hold OKLO as of Q1 2026.

  • Coastal Bridge Advisors held 5,905 shares of Oklo worth $293K as of Q1 2026.
  • Coastal Bridge Advisors bought 146 Oklo shares in Q1 2026, an estimated $10.5K.
  • Oklo made up 0.02% of Coastal Bridge Advisors's portfolio in Q1 2026, its #381 holding.
  • Coastal Bridge Advisors first reported a position in Oklo in Q2 2025 and has held it in 4 quarters since.
  • Coastal Bridge Advisors's Oklo position peaked at $583K in Q3 2025.
  • 675 funds tracked by Wall St. Rank held Oklo as of Q1 2026.

Based on Coastal Bridge Advisors's 13F filing for Q1 2026, filed 14 May 2026.