Colonial Trust Advisors
OKLO icon

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
Q3 		$3.89K Buy
105
+45
+75% +$1.9K ﹤0.01% 694
2026
Q2 		$3.14K Buy
60
+30
+100% +$1.87K ﹤0.01% 705
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

VanEck Associates
VanEck Associates New York $165B AUM 72.14% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $463B AUM
Jane Street
Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return

Colonial Trust Advisors's OKLO Position: Q3 2026 in Review

Colonial Trust Advisors increased its Oklo (OKLO) stake by 75% in Q3 2026, buying an estimated $1.9K and bringing the position to 105 shares worth $3.89K. The position accounts for ﹤0.01% of the portfolio, ranked #694.

Colonial Trust Advisors first reported a position in OKLO in Q4 2025 and has held it in 4 quarters since. 496 funds tracked by Wall St. Rank hold OKLO as of Q3 2026.

  • Colonial Trust Advisors held 105 shares of Oklo worth $3.89K as of Q3 2026.
  • Colonial Trust Advisors bought 45 Oklo shares in Q3 2026, an estimated $1.9K.
  • Oklo made up ﹤0.01% of Colonial Trust Advisors's portfolio in Q3 2026, its #694 holding.
  • Colonial Trust Advisors first reported a position in Oklo in Q4 2025 and has held it in 4 quarters since.
  • 496 funds tracked by Wall St. Rank held Oklo as of Q3 2026.

Based on Colonial Trust Advisors's 13F filing for Q3 2026, filed 10 Nov 2026.