EFS
OKLO

Essex Financial Services’s Oklo OKLO Stock Holding History

Essex Financial 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 		$200K Buy
+3,822
New +$239K 0.01% 808
2025
Q4 		– Sell
-5,116
Closed -$571K – 813
2025
Q3 		$571K Sell
5,116
-892
-15% -$69.8K 0.03% 389
2025
Q2 		$336K Buy
+6,008
New +$232K 0.02% 517

Other funds holding OKLO

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
CS
Clear Street New York $39.5B AUM 124.03% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

Essex Financial Services's OKLO Position: Q2 2026 in Review

Essex Financial Services opened a new position in Oklo (OKLO) in Q2 2026: 3,822 shares worth $200K. The stake represents 0.01% of the portfolio and ranks #808 among its holdings. This is a return to the name: Essex Financial Services previously reported a position in OKLO as recently as Q3 2025.

Essex Financial Services first reported a position in OKLO in Q2 2025 and has held it in 3 quarters since. The position peaked at $571K in Q3 2025. 455 funds tracked by Wall St. Rank hold OKLO as of Q2 2026.

  • Essex Financial Services held 3,822 shares of Oklo worth $200K as of Q2 2026.
  • Oklo was a new Essex Financial Services position in Q2 2026.
  • Oklo made up 0.01% of Essex Financial Services's portfolio in Q2 2026, its #808 holding.
  • Essex Financial Services first reported a position in Oklo in Q2 2025 and has held it in 3 quarters since.
  • Essex Financial Services's Oklo position peaked at $571K in Q3 2025.
  • 455 funds tracked by Wall St. Rank held Oklo as of Q2 2026.

Based on Essex Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.