CTA
OKLO

Colonial Trust Advisors’s Oklo OKLO Stock Holding History

Colonial Trust 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 		$1.49K Hold
30
– – ﹤0.01% 671
2025
Q4 		$2.15K Buy
+30
New +$3.35K ﹤0.01% 636

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

Colonial Trust Advisors's OKLO Position: Q1 2026 in Review

Colonial Trust Advisors held its Oklo (OKLO) position steady in Q1 2026 at 30 shares worth $1.49K. The position accounts for ﹤0.01% of the portfolio, ranked #671.

Colonial Trust Advisors first reported a position in OKLO in Q4 2025 and has held it in 2 quarters since. The position peaked at $2.15K in Q4 2025. 675 funds tracked by Wall St. Rank hold OKLO as of Q1 2026.

  • Colonial Trust Advisors held 30 shares of Oklo worth $1.49K as of Q1 2026.
  • Colonial Trust Advisors left its Oklo share count unchanged in Q1 2026.
  • Oklo made up ﹤0.01% of Colonial Trust Advisors's portfolio in Q1 2026, its #671 holding.
  • Colonial Trust Advisors first reported a position in Oklo in Q4 2025 and has held it in 2 quarters since.
  • Colonial Trust Advisors's Oklo position peaked at $2.15K in Q4 2025.
  • 675 funds tracked by Wall St. Rank held Oklo as of Q1 2026.

Based on Colonial Trust Advisors's 13F filing for Q1 2026, filed 12 May 2026.