CIA
OKLO

Concurrent Investment Advisors’s Oklo OKLO Stock Holding History

Concurrent Investment 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 		$10.5K Hold
200
– – ﹤0.01% 2094
2026
Q1 		$9.92K Buy
+200
New +$14.4K ﹤0.01% 1922
2025
Q3 		– Sell
-200
Closed -$11.2K – 1618
2025
Q2 		$11.2K Buy
+200
New +$7.71K ﹤0.01% 1391

Other funds holding OKLO

Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
DC
Darrow Company Needham, Massachusetts $258M AUM 15.51% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
CG
Caprock Group Boise, Idaho $5.22B AUM 42.47% 1-Year Est. Return
ACM
AlphaStar Capital Management Cornelius, North Carolina $1.57B AUM 20.25% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
FAMI
Fideuram Asset Management (Ireland) Dublin 1 $5.26B AUM
BT
Banque Transatlantique Paris, France $4.66B AUM 33.26% 1-Year Est. Return

Concurrent Investment Advisors's OKLO Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Oklo (OKLO) stake by 11% in Q2 2026, buying an estimated $153K and bringing the position to 24,528 shares worth $1.28M. The position accounts for 0.01% of the portfolio, ranked #896.

Concurrent Investment Advisors first reported a position in OKLO in Q1 2025 and has held it in 6 quarters since. The position peaked at $3.73M in Q3 2025. 235 funds tracked by Wall St. Rank hold OKLO as of Q2 2026.

  • Concurrent Investment Advisors held 24,528 shares of Oklo worth $1.28M as of Q2 2026.
  • Concurrent Investment Advisors bought 2,447 Oklo shares in Q2 2026, an estimated $153K.
  • Oklo made up 0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #896 holding.
  • Concurrent Investment Advisors first reported a position in Oklo in Q1 2025 and has held it in 6 quarters since.
  • Concurrent Investment Advisors's Oklo position peaked at $3.73M in Q3 2025.
  • 235 funds tracked by Wall St. Rank held Oklo as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.