EAM
OKLO

Evanson Asset Management’s Oklo OKLO Stock Holding History

Evanson Asset 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
Q1 		$225K Buy
4,538
+50
+1% +$3.6K 0.01% 296
2025
Q4 		$322K Buy
4,488
+50
+1% +$5.58K 0.02% 252
2025
Q3 		$495K Buy
+4,438
New +$348K 0.03% 204

Other funds holding OKLO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
DE
Defiance ETFs New York $6.98B AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

Evanson Asset Management's OKLO Position: Q1 2026 in Review

Evanson Asset Management increased its Oklo (OKLO) stake by 1.1% in Q1 2026, buying an estimated $3.6K and bringing the position to 4,538 shares worth $225K. The position accounts for 0.01% of the portfolio, ranked #296.

Evanson Asset Management first reported a position in OKLO in Q3 2025 and has held it in 3 quarters since. The position peaked at $495K in Q3 2025. 675 funds tracked by Wall St. Rank hold OKLO as of Q1 2026.

  • Evanson Asset Management held 4,538 shares of Oklo worth $225K as of Q1 2026.
  • Evanson Asset Management bought 50 Oklo shares in Q1 2026, an estimated $3.6K.
  • Oklo made up 0.01% of Evanson Asset Management's portfolio in Q1 2026, its #296 holding.
  • Evanson Asset Management first reported a position in Oklo in Q3 2025 and has held it in 3 quarters since.
  • Evanson Asset Management's Oklo position peaked at $495K in Q3 2025.
  • 675 funds tracked by Wall St. Rank held Oklo as of Q1 2026.

Based on Evanson Asset Management's 13F filing for Q1 2026, filed 8 Apr 2026.