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 Q2	$319K	Buy	6,097 +192	+3%	+$12K	0.02%	384
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

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Coastal Bridge Advisors's OKLO Position: Q2 2026 in Review

Coastal Bridge Advisors increased its Oklo (OKLO) stake by 3.3% in Q2 2026, buying an estimated $12K and bringing the position to 6,097 shares worth $319K. The position accounts for 0.02% of the portfolio, ranked #384.

Coastal Bridge Advisors first reported a position in OKLO in Q2 2025 and has held it in 5 quarters since. The position peaked at $583K in Q3 2025. 673 funds tracked by Wall St. Rank hold OKLO as of Q2 2026.

Coastal Bridge Advisors held 6,097 shares of Oklo worth $319K as of Q2 2026.
Coastal Bridge Advisors bought 192 Oklo shares in Q2 2026, an estimated $12K.
Oklo made up 0.02% of Coastal Bridge Advisors's portfolio in Q2 2026, its #384 holding.
Coastal Bridge Advisors first reported a position in Oklo in Q2 2025 and has held it in 5 quarters since.
Coastal Bridge Advisors's Oklo position peaked at $583K in Q3 2025.
673 funds tracked by Wall St. Rank held Oklo as of Q2 2026.

Based on Coastal Bridge Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.