CFM
OKLO

Compass Financial Management’s Oklo OKLO Stock Holding History

Compass Financial Management’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 		$9.21K Buy
+190
New +$11.9K ﹤0.01% 1079

Other funds holding OKLO

Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
CS
Clear Street New York $39.5B AUM 124.03% 1-Year Est. Return

Compass Financial Management's OKLO Position: Q2 2026 in Review

Compass Financial Management opened a new position in Oklo (OKLO) in Q2 2026: 190 shares worth $9.21K. The stake represents ﹤0.01% of the portfolio and ranks #1079 among its holdings.

624 funds tracked by Wall St. Rank hold OKLO as of Q2 2026.

  • Compass Financial Management held 190 shares of Oklo worth $9.21K as of Q2 2026.
  • Oklo was a new Compass Financial Management position in Q2 2026.
  • Oklo made up ﹤0.01% of Compass Financial Management's portfolio in Q2 2026, its #1079 holding.
  • 624 funds tracked by Wall St. Rank held Oklo as of Q2 2026.

Based on Compass Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.