DADC
OKLO

D.A. Davidson & Co’s Oklo OKLO Stock Holding History

D.A. Davidson & Co’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 		$466K Buy
8,898
+1,745
+24% +$109K ﹤0.01% 1232
2026
Q1 		$355K Buy
7,153
+747
+12% +$53.7K ﹤0.01% 1297
2025
Q4 		$460K Buy
+6,406
New +$714K ﹤0.01% 1173

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
FAMI
Fideuram Asset Management (Ireland) Dublin 1 $5.26B AUM
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
SOAMC
Spirit of America Management Corp Syosset, New York $530M AUM 36.47% 1-Year Est. Return
TAA
TB Alternative Assets Grand Cayman, Cayman Islands $623M AUM 154.99% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

D.A. Davidson & Co's OKLO Position: Q2 2026 in Review

D.A. Davidson & Co increased its Oklo (OKLO) stake by 24% in Q2 2026, buying an estimated $109K and bringing the position to 8,898 shares worth $466K. The position accounts for ﹤0.01% of the portfolio, ranked #1232.

D.A. Davidson & Co first reported a position in OKLO in Q4 2025 and has held it in 3 quarters since. 160 funds tracked by Wall St. Rank hold OKLO as of Q2 2026.

  • D.A. Davidson & Co held 8,898 shares of Oklo worth $466K as of Q2 2026.
  • D.A. Davidson & Co bought 1,745 Oklo shares in Q2 2026, an estimated $109K.
  • Oklo made up ﹤0.01% of D.A. Davidson & Co's portfolio in Q2 2026, its #1232 holding.
  • D.A. Davidson & Co first reported a position in Oklo in Q4 2025 and has held it in 3 quarters since.
  • 160 funds tracked by Wall St. Rank held Oklo as of Q2 2026.

Based on D.A. Davidson & Co's 13F filing for Q2 2026, filed 24 Jul 2026.