Commonwealth Equity Services’s Oklo OKLO Stock Holding History

Commonwealth Equity Services’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	$4.99M	Sell	95,362 -1,149	-1%	-$71.7K	0.01%	1397
2026 Q1	$4.79M	Sell	96,511 -4,541	-4%	-$326K	0.01%	1365
2025 Q4	$7.25M	Sell	101,052 -13,031	-11%	-$1.45M	0.01%	1081
2025 Q3	$12.7M	Buy	114,083 +30,124	+36%	+$2.36M	0.02%	787
2025 Q2	$4.7M	Buy	83,959 +5,847	+7%	+$226K	0.01%	1369
2025 Q1	$1.69M	Buy	78,112 +36,824	+89%	+$1.24M	﹤0.01%	2046
2024 Q4	$877K	Buy	41,288 +16,259	+65%	+$315K	﹤0.01%	2495
2024 Q3	$202K	Sell	25,029 -1,966	-7%	-$14.8K	﹤0.01%	3695
2024 Q2	$229K	Buy	+26,995	New	+$304K	﹤0.01%	3538

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

Commonwealth Equity Services's OKLO Position: Q2 2026 in Review

Commonwealth Equity Services reduced its Oklo (OKLO) stake by 1.2% in Q2 2026, selling an estimated $71.7K and leaving 95,362 shares worth $4.99M. The position accounts for 0.01% of the portfolio, ranked #1397.

Commonwealth Equity Services first reported a position in OKLO in Q2 2024 and has held it in 9 quarters since. The position peaked at $12.7M in Q3 2025. 668 funds tracked by Wall St. Rank hold OKLO as of Q2 2026.

Commonwealth Equity Services held 95,362 shares of Oklo worth $4.99M as of Q2 2026.
Commonwealth Equity Services sold 1,149 Oklo shares in Q2 2026, an estimated $71.7K.
Oklo made up 0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #1397 holding.
Commonwealth Equity Services first reported a position in Oklo in Q2 2024 and has held it in 9 quarters since.
Commonwealth Equity Services's Oklo position peaked at $12.7M in Q3 2025.
668 funds tracked by Wall St. Rank held Oklo as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.