Creative Financial Designs’s Oklo OKLO Stock Holding History

Creative Financial Designs’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	$108K	Buy	2,060 +1,048	+104%	+$65.4K	0.01%	781
2026 Q1	$50.2K	Sell	1,012 -948	-48%	-$68.2K	﹤0.01%	896
2025 Q4	$141K	Buy	1,960 +530	+37%	+$59.1K	0.01%	567
2025 Q3	$160K	Buy	1,430 +840	+142%	+$65.8K	0.01%	526
2025 Q2	$33K	Buy	590 +305	+107%	+$11.8K	﹤0.01%	996
2025 Q1	$6.17K	Buy	285 +235	+470%	+$7.94K	﹤0.01%	1429
2024 Q4	$1.06K	Buy	+50	New	+$969	﹤0.01%	1687

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

Creative Financial Designs's OKLO Position: Q2 2026 in Review

Creative Financial Designs increased its Oklo (OKLO) stake by 104% in Q2 2026, buying an estimated $65.4K and bringing the position to 2,060 shares worth $108K. The position accounts for 0.01% of the portfolio, ranked #781.

Creative Financial Designs first reported a position in OKLO in Q4 2024 and has held it in 7 quarters since. The position peaked at $160K in Q3 2025. 669 funds tracked by Wall St. Rank hold OKLO as of Q2 2026.

Creative Financial Designs held 2,060 shares of Oklo worth $108K as of Q2 2026.
Creative Financial Designs bought 1,048 Oklo shares in Q2 2026, an estimated $65.4K.
Oklo made up 0.01% of Creative Financial Designs's portfolio in Q2 2026, its #781 holding.
Creative Financial Designs first reported a position in Oklo in Q4 2024 and has held it in 7 quarters since.
Creative Financial Designs's Oklo position peaked at $160K in Q3 2025.
669 funds tracked by Wall St. Rank held Oklo as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.