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 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

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 $3.37T AUM 44.26% 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

Colonial Trust Advisors's OKLO Position: Q2 2026 in Review

Colonial Trust Advisors increased its Oklo (OKLO) stake by 100% in Q2 2026, buying an estimated $1.87K and bringing the position to 60 shares worth $3.14K. The position accounts for ﹤0.01% of the portfolio, ranked #705.

Colonial Trust Advisors first reported a position in OKLO in Q4 2025 and has held it in 3 quarters since. 671 funds tracked by Wall St. Rank hold OKLO as of Q2 2026.

Colonial Trust Advisors held 60 shares of Oklo worth $3.14K as of Q2 2026.
Colonial Trust Advisors bought 30 Oklo shares in Q2 2026, an estimated $1.87K.
Oklo made up ﹤0.01% of Colonial Trust Advisors's portfolio in Q2 2026, its #705 holding.
Colonial Trust Advisors first reported a position in Oklo in Q4 2025 and has held it in 3 quarters since.
671 funds tracked by Wall St. Rank held Oklo as of Q2 2026.

Based on Colonial Trust Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.